• Monthly Schedule View

    Product Area: Schedule

    Plan: Basic

    You can now view, edit, and build schedules by month!

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    Features of Month View:

    • Add, edit, delete shifts
    • Drag and drop shifts between days
    • Copy shifts to multiple days of the week
    • Add new team events
    • Show/hide team availabilities
    • Show/hide team time-off requests

     

    Considerations:

    Some features of Month view are not available. These include:

    • Printing
    • Adding shifts from schedule templates
    • Hours and wage forecasts

  • Timesheet Approvals

    Product Area: Timesheets Updates

    Plan: Plus

    Homebase merchants on the Plus plan can now approve and lock timesheets for payroll.

    Once a time card is approved, it is “locked” from future edits – only managers with permission can edit approved time cards. 

     

    Enabling Timesheet Approvals

    First, make sure the timesheet approval feature is enabled. Only Plus tier merchants have access to the timesheet approval feature.

    Timesheet approvals can be enabled under Time Clock & Timesheets settings.

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    Approving Timesheets

    1. Visit the timesheets tab of your Homebase web dashboard
    2. Select the date period you wish to approve timesheets for
    3. Click the Approve All button in the header to approve all timesheets for the period, OR
    4. Approve individual timesheets by going in to an employee’s detailed timesheets, selecting the checkbox within the row of each timesheet, and clicking the Approve button

     

     

    If a manager tries to edit an approved time card, either on the web timesheets or Homebase time clock devices, they will receive a warning that they are trying to edit an already approved time card.

  • Daily View of Timesheets

    Product Area: Timesheets Updates

    Plan: Basic

    You can now access a daily view of timesheets.

    The daily view lists all time clock activity by day. It’s particularly useful if you want to look at all employees who clocked in for a given day.

    DailyView

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    Accessing Daily View of Timesheets

    Access the daily view by the ‘View By’ dropdown at the top of timesheets.

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  • Inline Time Card Errors

    Product Area: Timesheets Updates

    Plan: Basic

    We now display time card errors directly on the Homebase timesheets.

    If a time card has an error, it will be displayed in the new ‘Errors’ column in red text. You can click on the error to resolve it (by either editing or approving the error).

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    Errors that we track:

    • Missed breaks
    • Missed clock-outs
    • No shows

     

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  • Mobile Timecard edits

    Product Area: Mobile

    Plan: Essentials

    Homebase merchants on the Essentials plan can now edit timesheets from their mobile phone.

    Once a clock-in has been recorded the timecard can be edited from the ‘Dashboard’ page of the app – only managers with permission can edit time cards. 

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    Features of Mobile Timecard Edit:

    • Edit timecards
    • Add/Edit breaks

    Considerations:

    Some features of Mobile Timecard edits are not available. These include:

    • Editing when there is no clock-in
    • Deleting a timecard