homebase + square quick start guide...square device enter your pin choose a shift to clock in to...
TRANSCRIPT
Homebase + Square
Quick Start Guide
joinhomebase.com 415-951-3830 homebase
Preparing
Planning
Customize Homebase For Your Location
There are 3 main areas of Homebase:
The Homebase Work Flow
After installing Homebase and downloading the mobile app, we recommend customizing your location settings from the Web Dashboard.
Important settings to check out:
Where your employees clock in and out in-store.
Manager alerts, breaks, overtime, and your payroll period
Your schedule start day
Customize what each role level has access to (like wages, sales, and the ability to build schedules or edit time cards)
See who is clocked in, view sales and labor, check the schedule, message your team.
Build schedules, view labor reports, and edit employees’ time cards for payroll.
Login at app.joinhomebase.com using your email and the password you set during sign-up.
Access Your Web Dashboard
Download the Mobile Apps
Download the Time Clock
Free!
Free!
3 mins
3 mins
GET STARTED
Your First Schedule
Your First Clock In
Schedules are primarily built via the Web Dashboard. To build your first schedule, follow these steps:
We recommend completing the steps below so that you can understand the process your employees will need to follow each day.
Sign in to your web dashboard and navigate to the Schedule tab
Hover over a cell and click ‘Add+’
Set the shift time, role, color, and if this should be copied to other days.
Repeat steps 1-3 for all your employees
Click Publish
Choose if/how you would like to notify your employees.
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Open the Homebase Time Clock app on your Square device
Enter your PIN
Choose a shift to clock in to
You’re now clocked in! Repeat 1-3 to take breaks and clock out
All employee time cards sync to the Timesheets tab of your Homebase Web Dashboard. That’s where you can make edits and export for payroll.
RUNNING PAYROLL
All PINs are the same as what you use to unlock Square
If you had built a schedule, employees would see their scheduled shift. Otherwise, they can choose Unscheduled.
2 mins
1 mins
Betahaus Cafe
$1,243.20
$397.82
32%
iOS Manager Dashboard
Homebase Time Clock on an iPad
Android Employee Schedule
With more coming each week!
Features and pricing as of June 2016
All Available Features
Labor Management
Schedule Builder
Time Clock
Timesheets
Mobile Apps
Messaging
Tip Tracking
Shift Reminders
Shift Feedback
All Basic Features
Mobile GPS Time Clock
Overtime Alerts
Late Notifications
Time Off Manager
Employee Notes
Additional Reports
All Essentials Features
Prevent Early Clock-Ins
Multiple Wage Rates
GM Permissions
Budget Forecast
Multi-Location Timesheets
Department Scheduling
Advanced Reports
Basic Essentials Plus
FREE $9.95 $29.95Per Month Per Location
GET IN TOUCH joinhomebase.com 415-951-3830
Per Month Per Location Per Month Per Location
Our dedicated support team is available to answer any of your questions.
Need Help?
(415) 951-3830 Phone Hours: 7am–7pm Pacific Time, M–F
joinhomebase.com/support