EASY
Scenario: I am new to Homebase and accidentally added employees. How do I remove them from the team roster?
1.Sign in to your Homebase account. Select Settings in the bottom left of the navigation bar.
2. Select Alerts & Permissions in the left navigation.
3. Check the box that reads “Employees can only view their own schedule.”
4. Save Changes in the upper right corner.
How many hours are required to qualify for Pay Anyday?
8 to 10 hours
Scenario: My employees are using their phone in clocking in/out. But I noticed that they’re clocking in/out anywhere instead of clocking in to the actual establishment. Is there a way to prevent them from doing that?
1.Go to Settings>click Time Clock Options.
2.Check the box next to Enable Geofence.
3.Type the address of your business in the box that says Add an address.
4.Click the Select drop down to select the radius of your geofence
5. Zoom in/out using the plus (+) or minus (-) button or scroll wheel on your mouse & be sure the pin is in the exact location.
6. Click Save Changes in the top right when finished.
What's the name of the company Homebase works with when it comes to background checks for our customers?
Mitratech
What does RPA stands for?
RPA stands for Robotic Process Automation
How can we instant transfer funds from Homebase Money?
Through cashapp.
Scenario: I created and published schedules for my employees. However, I would like employees to view their own schedule only. Is there a way to do that?
1. Sign in to your Homebase account. Select Settings in the bottom left of the navigation bar.
2. Select Alerts & Permissions in the left navigation.
3. Check the box that reads “Employees can only view their own schedule.”
4. Save Changes in the upper right corner.
Scenario: Hi! This is David. I set up this account for the business owner. I am currently a manager and needs to transfer ownership to the correct owner. What are the steps that I need to do in my end?
1.Go to Settings on the left side of your screen.
2.Click Basic Info under Location Details.
3.Click the Blue Pencil Icon to the right of the Account Owner's name
4.Click Send me and email on the window that pops up.
5. Click Verify Ownership in the email sent to the email address associated with your Homebase account
6. Choose the active Team Member on your account who you would like to transfer ownership to from the dropdown. Then click Submit.
7. Click Yes, I agree on the verification pop-up.
8. The ownership has been transferred and your personal access will revert to the highest Permission Level available for the location's current plan.
How much is the cost of Tip Manager?
$25/month
What does HLD stand for?
HLD stands for Historical Liability Debit.
Scenario: Hi, I just recently added my second location and I have multiple employees that needs to be added to the second one I created. Can you help me how to do that?
1. Customer may need to log-in to their Homebase account in a computer.
2. Customer needs to go to Team (located in the left menu) and then Roster.
3. Customer will then need to select the Employee name.
4. Click on the Job Details and then select View More Locations.
5. Click Edit on the right side of the location that the customer wishes to add the employee.
6. Click the Button beside the location name.
7. Apply the Settings.
8. Check the Boxes for Location Settings and then Save.
Where can we find the invoices for Background check?
How to set up PTO Policy?
1. Log in to your Homebase account through the
website app@joinhomebase.com.
2. Go to Team and click Time Off.
3. Click Create Policy in the bottom right hand
corner under Policies.
4. Add Policy Details, Optional Settings, Enroll
Employees, and Starting Balances.
5. Click Create Policy.
How much is the cost of Task Manager feature?
$13/month
What is the standard length of a US bank routing number?
A standard bank routing number in the United States is **9 digits long**.
Can we use cash app in Cash Out?
No.
Scenario: I think I have my work week set-up wrong. In my schedule it shows that my workday starts every Tuesdays but my work week starts every Mondays. Can you help me how to correct this?
1. Customer may need to log-in to their Homebase account in a computer.
2. Customer needs to go to Settings in the left menu.
3. Select Scheduling and then Schedule Enforcement.
4. Edit the start of the week or the scheduling hours.
5. Hit Save Changes.
Scenario: We have employees who consistently arrive 30-45 minutes early and starts working immediately. To discourage early clock-outs and minimize unnecessary labor costs, we don't permit employees to clock in more than 5 minutes before their scheduled shift. Is there a way to configure our time clock to prevent early clock-ins?
1. Customer may need to log-in to their Homebase account in a computer.
2. Customer needs to Select Settings in the left menu.
3. And then customer will select Schedule Enforcement.
4. Customer will then need to check the box that says Prevent early clock in X minutes before the shift is scheduled.
5. The customer will enter the number of minutes they will allow their employees to clock in their shifts.
6. Customer needs to ensure that they click save Changes in the top right corner.
How much is the cost of Background check?
What is the Salesforce term for tasks assigned to Onboarding Specialists?
Tasks assigned to Onboarding Specialists are referred to as "Projects" in Salesforce.
Scenario: I have an employee who just recently got promoted. How do I update his wage rate?
1. Login to your Homebase account on the web.
2. Tap Team Roster from the left side of the navigation bar.
3. Select Employee name.
4. Make sure you are under Job Details; Access, Roles, and Wages and tap the "Edit" button from the right side.
5. Under Wage rate, enter the employee's wage rates and make sure to select the effectivity date of the new employee wage.
6. Tap Save on the lower right side of the screen.
What are the requirements to be eligible in Cash Out?
Bank account should be active within 30 days; has 2 $150 direct deposits; and has at least 8 consecutive of transaction.
Is BMO Harris eligible for Cash Out?
No.
Who has access to Background Check?
Owner ONLY
How many days does Check typically take to collect it after the client's first payday?
Check will collect this amount ten business days after the company's first payday.