How to Connect Homebase to ResaleAI

Modified on Wed, Jan 15 at 4:07 PM

Benefits of the automation:

Automatically create new employees in ResaleAI whenever you add a new employee in Homebase (so you don't have to add them twice)

Employees can clock in and out within ResaleAI, and it will send timeclock punches to Homebase

Steps to connect Homebase:

Note: The ResaleAI automation will work with any level Homebase plan! (It does not need to be an Enterprise plan)

1) Get the API key from Homebase

Fill out this form to request an API key from the Homebase team. Then they will grant you the proper access
Once they have enabled API access for you, find the API key from the Homebase settings
Sign in to Homebase, go to Settings, then go to "API access"
Copy the API key there (you only need the API Key, not the Location UUID)

2) Enter the API key in ResaleAI

FAQ:

What level Homebase plan do I need?

Any level Homebase plan is supported!
You do not need the Enterprise level plan to get API access - you simply need the Homebase team to grant access for our automation. Fill out this form, and they will grant your account access (usually within 24 - 48 hours).

How do employees clock in and out?

In ResaleAI, you will see a clock icon that says "Timesheet" above the schedule. Click this, then enter your PIN to clock in or out.
Employees can only clock in or out within the main ResaleAI POS app (not in a browser)
Employees clocked in will have a green status icon, and employees on break will have an orange status icon
After someone clocks in, it will assume they want to continue working in ResaleAI. If not, they can choose "Exit" - this will log them out so the next person can clock in. (If you try to clock in and someone else is already logged in, click the lock icon in the top right to log them off, then you can enter your own PIN to clock in.)
If an employee tries to take an action in ResaleAI while they are not clocked in, it will prompt them to clock in first (but it is possible to dismiss, if they are a manager who doesn't track their time).

I use Homebase for scheduling, but not for my timeclock. Can I disable clocking in and out?

Yes, you can disable the timeclock completely!
In ResaleAI, go to "All settings" in the top right, and choose "Automations."
Click on "Homebase" within Automations, and then go to the section for "Optional settings", and you can toggle the timeclock on or off
If you turn this off, it will not ask any employees to clock in or out.
There is not a way to disable the timeclock for just one or some employees. When the timeclock is enabled, it will prompt all employees to clock in. But a salaried employee could still dismiss the prompt, and choose not to clock in. (However, we encourage salaried employees to track their hours too, so you have a full picture of the number of labor hours required to run the store)

How do breaks work?

Once employees are clocked in, they will see an option to "Take a break" in addition to clocking out
We currently only support one break type - either paid or unpaid, depending on what you have set up in the Homebase settings.
In the Homebase settings, you can manage your break types under "Breaks and Compliance" in the Time Tracking section. We recommend having only one option for breaks configured, so you know that is the break type it will use.
Most stores will probably want to track an unpaid break. But if you provide paid breaks, you could use the "Break" option in ResaleAI for paid breaks, and have employees fully clock out and clock back in for unpaid breaks.

Can I send my sales goals to Homebase?

Right now, this is not supported by Homebase. We've requested access to do this, so it may be possible for us to do so in the future.