How do I define roles for new employees?

Once a team member has all their paperwork submitted to HR and payroll enters them into the system, they will automatically be added to homebase. You will need to define their role for your department. Follow these steps:

  • Look up the employee by clicking Team
  • Click Roster
  • Type their name in the search field and press enter
  • Click their name to open their profile
  • Click the Edit option under Access, Role and Wages
  • Select their role from the role drop-down menu
  • Click Save
  • They are ready to use Homebase
Print Article