Homebase lets you automate repetitive tasks, but also gives you the flexibility to make quick changes to your schedule to accommodate your business’s needs. No business owner wants to spend all their working hours pouring over spreadsheets. Here are some of the concrete ways Homebase can help with employee scheduling: 1. “I can never go back to managing on paper. One of our customers even said he could never go back to pen-and-paper scheduling once he started with Homebase as it freed up hours of his week. Once you’ve made that leap, scheduling with Homebase offers nothing but advantages over using traditional spreadsheets. They’re quick to onboard and intuitive enough to learn with minimal guidance, so there won’t be any teething problems. Learning anything new takes time.īut scheduling apps like Homebase were built with small business owners like you in mind. If you’re used to Google Sheets or Excel, making the switch to an app like Homebase may seem daunting. Why Switch From Google Sheets and Excel to Homebase Make any changes you need to and hit the “Publish” button.Īnd that’s it! All the schedules you need are set up and ready to go for weeks to come. Do you see the wand icon in the “Open Shifts” box? Click on it, and - presto - you have your schedule ready to go.Choose the template you want to work with and hit “Apply.” Now we get to the good bit! Go to the week you want to automate and go to “Templates” in the “Tools” drop-down menu one more time.Name your weekly schedule template and hit “Create.” Go to “Tools” at the top of the “Schedule” page and select “Templates” from the drop-down menu.At the top of the table, there’s a row called “Open Shifts.” Click on a box in that row to add the roles you need for that shift.Inside the “Schedule” tab, select a week. You’re ready to make some weekly schedule templates.Click on a box and select “Unavailable” to show that an employee can’t work it. You’ll see a table where rows are employees and columns are days of the week.Go to the “Schedule” tab again and this time, click on “Team Availability.” If you know your team members’ availability, you can go ahead and set it.Assign the employee their maximum weekly hours, seniority, and roles. Find the “Auto-Schedule rules” at the bottom of the “Job Details” page.Click on any employee to open their profile. Click on the “Team” tab in the main menu to pull up a list of your employees. Now, to set up your employee auto-scheduling rules.Then, name the department whatever you like. Type in the box to create new roles or scroll down to select old ones. Click on “Schedule” in the main menu and then “Departments/Roles.” From there, click on the “Add New Department” green button. Here’s how you can create your employee schedule automatically with Homebase: In just a few steps, you’ll have your schedule set up and ready to share. Using Homebase is the easiest way to create a work schedule – certainly better than a manual shift schedule template. How to Use Homebase to Build Your Employee Schedule Automatically Sounds like a lot of manual work, doesn’t it? Let’s look at a simpler method that’ll save you tons of time in the long run - using Homebase to schedule your shifts. Remember, you’ll have to repeat those steps every time you want to make a new schedule. Add in your employees’ names and build your schedule. Go to “Insert” and “Picture.” It’s a quick step that’ll add some customization.
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