Document Storage
True or False: Managers and General Managers are able to send the new hire onboarding packet
TRUE!
Managers and General Managers are able to send the new hire onboarding packet but they can not view them!
True or False: All In One Plan is $80 a month when billed annually.
FALSE!
it is $70 a month when billed annually, saving you 30% :)
True or False: It is more affordable to be on the All In One Plan which gives you access to HR Pro than to be on the Essentials Plan and add HR Pro to your account separately.
TRUE!
All In One is $99/month which gives you access to everything you need including HR Pro, while HR Pro itself is $99 already.
True or False: Once employees sign their onboarding documents, they can go back to view their documents in their profile in Homebase.
FALSE!
Employees are able to view the documents through their email.
True or False: If owners need to change company ownership of the Homebase account, the only way they can change it is by contacting Homebase to do so.
FALSE!
For owners who can log into their accounts, they should go to Settings > Location - Basic Info > Company Info and click on the edit button next to the owner’s name to change the ownership of the account!
When viewing my documents, I see a red circle icon on one of my documents icon - what does that mean AND how can I fix it?
That means you need to verify your employees' I-9 Documents - To confirm the employee has brought the I-9 documents, select the icon and fill out the form and sign to verify!
You can also do this by going to the employees profile then selecting documents as well.
Besides Onboarding, Document Storage, and HR Pro - what is the newest feature that is moving to the All In One Plan?
the new and improved PTO!!!
HR Pro commitment is to respond to your question by phone or online within ___ business day
ONE business day!
What country or countries is Hiring available?
United States & Canada!
Are you able to add on onboarding and document storage for $49/month?
No, not currently.
We were scoping it out but decided against it.
My custom document that I uploaded is only being signed by my team. I need them to fill it out. How can they do that?
At this time, they can not fill custom documents because we don't have fillable custom forms yet. They can only sign or acknowledge.
Name 2 things to listen for that would suggest that the All in One Plan would be a great fit for the customer!
Cat will grade your response :)
Possible answers:
“I am doing this all on my own”
“My manager just quit”
“I am looking to hire new people”
“We’re planning on reopening up from covid-19”
“I’m a new business owner / first time business owner”
“I’m looking for one platform to use”
“I’ve been running into (HR issue(s)) a few times a year”
“I want to learn how to hire the right person” or “I’d like to learn more about hiring”
“Am I processing this the right way” OR “What would I do in this kind of situation” (HR related)
Name three things that are included in HR Pro :)
HR Pro Customer Service -
You can call an HR Advisor during hours of operation
Customized Handbook -
Have a handbook created or create new policies to add to your handbook.
HR Policies -
Documents and letters for HR issues that will keep you compliant
Coaching -
Access expertly crafted videos, tools, and content
Labor Laws Alerts -
See the latest laws for your state and subscribe to alerts for updates
Document Center -
Access 80+ forms to keep your team paperwork in order
My employees' availability changes every month due to school and secondary jobs, can I go in and edit their availability ahead of time for each month so I don't need to go in and do it later? If so - how can I do that?
Yes, you can go in and add your employees' availability ahead of time.
Select Schedule > Team Availability > then on the right corner select the date you would like the availability to start > Then edit the day and time for your employee's availability.
When you send an announcement, you can do 3 things additionally
1. Pin it to the dashboard - this pins it to the web and mobile dashboards
2. Add attachments - this allows managers to upload 1 or more documents to the announcement (docx, pdf, png, jpg)
What is the 3rd thing you can do?
Require confirmation - this makes all employee recipients use a button to confirm that they have read the announcement :)
How do I totally delete a document from my onboarding packet?
You can't. Unchecking the document will remove it from the packet. But documents can't currently be deleted entirely at this time.
Objection Handling:
"I don't have any HR issues."
Cat will grade your response :)
Possible answer:
That’s great! You know with all the changing regulations, do you find it challenging to keep up?
What can a business owner do if they already have an old employee handbook and does not want to create a new handbook?
Although HR Pro can NOT review an entire handbook, customers can submit individual policies in their handbook for review, 3 at a time with a 3-day turnaround time.
John Smith with Tiko Tacos has one location. His pay periods are set to biweekly, starting on every other Wednesday. He has weekly overtime enabled where his employees get 1.5x the hourly rate after working 40 hours in a week. His schedule start day is Monday.Question: He wants to know why Karen has overtime calculating for shifts worked on the 17th, when the pay period just started on the 16th, which is a Wednesday. What is the most likely cause?
Because his schedule start day is Monday, and we calculate overtime on a weekly cycle separate from payroll, we are calculating his team's overtime based on Monday through Sunday of every week. This means that Karen worked hours between Monday, the 14th, and Thursday, the 17th that exceeded 40 hours. If the work week is actually Wednesday through Tuesday, John needs to change his schedule start day to Wednesday.
I've added new employees and edited some pins of my existing employees in the Clover Employee app but I don't see the changes in Homebase? What should I do?
Open the Homebase app on your Clover and select the refresh icon on the bottom left corner.
My employee filled out their document incorrectly! What do I do?
You will need to delete the document and resend it to the employee.
To do so:
Go to Team > Roster > Click Profile > Documents Tab> Delete the document they filled out incorrectly.
Then hover over Team and go to Documents > Locate the employee in the list, and resend the form they need to fill out.
Give us 3 discovery question centered around the All In One plan.
Cat will grade your answer :)
Possible answers:
“How do you currently ensure that you are up to date with labor and compliance laws?"
“How has COVID impacted your team’s day to day?”
“What is your current process for hiring and onboarding?”
“Where do you store employee paperwork?”
“Who helps you with hiring, training, and onboarding?”
“When is the last time you updated your employee handbook?”
“With covid-19 and the new year sneaking up on us, how are keeping up with law changes?”
I received a response from my HR PRO advisor, but I can't see it in my email. How do I view their response?
You are able to view all of your HR Pro responses in your Homebase account. To do so go to www.joinhomebase.com > HR PRO > Ask an HR Expert > Messages (upper right) > Locate the Message > View
Where is the best place you can find Homebase new product updates and releases?
By going to Omni and searching "Product Release Tracker" you'll be able to view a doc with all of our newest updates and releases.
How do you move a location over to another owner that has an existing homebase account?
Take the company ID of the existing account that is located on the URL and on the location that needs to be move, click edit and replace the company ID.
Keep in mind, this may take a few minutes depending on how big the location is.