How to Add & Edit Shifts in the Schedule

The Schedule Builder in Homebase allows you to add, edit, copy, and publish shifts for your team. You can also apply filters, review labor forecasts, add time off, and print the schedule.

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Adding a shift

1. In the Schedule Builder, hover over the cell for the day and/or person where you’d like to create a shift.
2. Click the plus (+) icon.
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3. Choose between Add Shift or Time Off at the top. You can also select from frequent shifts that employees have worked previously.
4. Set the time range, choose a role, select a role color, and apply the shift to other days if needed.
5. Click Add to save the shift.
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To edit a shift:

Click into the newly created shift to update details such as times, roles, notes, or colors.

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Copying a shift

1. Open an existing shift.
2. Click the purple copy icon in the top right of the pop-up.
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3. Click into any open box on the schedule where you’d like to paste the copied shift.
4. Press Finish pasting at the bottom of the screen.
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5. Edit any copied shifts if needed.

Note: You can change shift times, edit roles, adjust colors, add notes, or drag and drop shifts to other employees after pasting.

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Publishing a schedule

Once your schedule is ready, it must be published so your team can view it on their Homebase app or computer.

1. Use the View By dropdown to adjust how the schedule is displayed.
2. Click Publish in the top right corner.
   1. If the button is purple, there are unpublished shifts or changes.
3. Select which team members should receive notifications for this publish.
   1. Notifications will follow each team member’s notification preferences.
4. Click Publish at the bottom to send the schedule.
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Creating a Custom Team Member View

Homebase allows you to create a custom order of team members while building the schedule. To do this:

1. Open the Schedule Builder.
2. Click the dropdown under View by in the top right corner.
3. Select Custom.
4. Click and drag to the left of the team member name you want to custom sort and place it in the position you want on the Schedule.
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Additional notes:

• On the Plus plan or higher, you can publish schedules by department or role individually.
• You can repeat schedules for up to four weeks in advance. These repeated shifts still need to be published.

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Adjusting filters

Filters let you customize what information appears in the schedule.

1. In the Schedule Builder, click Filters in the top right corner.
2. Toggle on the options you want to display.
3. Click Apply to save.
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General filter definitions

Filter option	What it does
Events	Displays special occasions that are not shifts.
Scheduled team members only	Hides unscheduled employees from the schedule. Weeks with no scheduled shifts will appear blank.
Shifts at this location only	For multi-location accounts, hides shifts scheduled at other locations.

Forecast bar definitions

The forecast bar is located at the bottom of the Schedule Builder. It provides insights into your team’s labor costs, hours, and projections.

Forecast option	What it shows
Hours forecast	Total hours worked, displayed at the bottom of each day.
Wage forecast	Total estimated wages, displayed at the bottom of each day.
People forecast	How many hours each team member works, shown under their name.
Estimated sales forecast	Predicted average of possible sales, based on manual entry or POS data from the past 2 weeks.
Weather forecast	Daily weather conditions and temperature.
Labor percentage by department	Labor cost as a percentage of estimated sales, broken down by department.

Note: To hide wages on the schedule, toggle off the Wages forecast in Filters.

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Adding time off in the schedule

1. In the shift builder, click Time Off at the top.
2. Select a Category, choose a Reason, and add a Note.
3. Set the Date Range.
   1. For a single day, set both date fields to the same date.
   2. To add specific hours instead of a full day, deselect All Day and enter the time range.
4. Click Add to apply the time off to the schedule.
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Note: Time off added in the schedule is automatically applied and does not need to be published.

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Printing the schedule

To print or export your schedule:

1. In the Schedule Builder, click Tools in the top right corner.
2. Select Print.
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   2. (Optional) Adjust the schedule view by Department, Role, or All Team Members using the dropdown under the date range selector.
3. Choose your print style: \
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   2. White background with black text
   3. Full color background
   4. Colored borders
4. Review your print preview and follow your browser’s process to print.