Homebase Advance Assignment

How do I create a schedule?

Creating a schedule is fast and easy on Homebase. You even have the option of creating one from the web or on your phone.

*Adding shifts to the schedule requires manager level permissions and the ability to ‘Create and Edit Schedules.’

From the web:

  1. Sign in to your Homebase account at app.joinhomebase.com
  2. On the top navigation bar, select Schedule 
  3. Note the date range for the week in the upper left corner (You can advance or go back a week using the arrows)
  4. To create a shift for an employee, select the box under the date and across from their name
  5. The scheduling window will pop up. Set the begin time and end time for the shift
  6. You can add or create a role from the drop down menu
  7. Assign a color to the shift (this color will be remembered)
  8. Select Add to Schedule 

Once you have added all your shifts in for the week, you will need to select the Publish button in green on the left side. This will finalize your schedule and give you the option of sending it out (via email, push, and/or text) to your employees.

From the mobile app:

iPhone

Android

 

  1. Sign in to your Homebase account on the Android or iOS app
  2. Select Schedule 
  3. Select Team Schedule (note the schedule start day is set based on your settings for the location)
  4. Note the date range for the week which you can swipe left or right to advance
  5. To create a shift for an employee, select + symbol
  6. The scheduling window will pop up. Set the begin time and end time for the shift
  7. You can select a role, assign a color, and an employee
  8. Select Add Shift or Save (the shift will now be created but will not yet be visible to other team members)
  9. Select Publish
  10. Choose who you want to notify (via email, push, and/or text)

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