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<?xml version="1.0" encoding="UTF-8"?><rss version="2.0" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:wfw="http://wellformedweb.org/CommentAPI/" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:sy="http://purl.org/rss/1.0/modules/syndication/" xmlns:slash="http://purl.org/rss/1.0/modules/slash/" > <channel> <title>Hubstaff Support</title> <atom:link href="https://support.hubstaff.com/feed/" rel="self" type="application/rss+xml" /> <link>https://support.hubstaff.com/</link> <description>Remote Team Software and Staffing</description> <lastBuildDate>Wed, 02 Apr 2025 18:47:46 +0000</lastBuildDate> <language>en</language> <sy:updatePeriod> hourly </sy:updatePeriod> <sy:updateFrequency> 1 </sy:updateFrequency> <generator>https://wordpress.org/?v=6.1.6</generator> <item> <title>Hubstaff Insights: Unusual Activity</title> <link>https://support.hubstaff.com/hubstaff-insights-unusual-activity/</link> <dc:creator><![CDATA[]]></dc:creator> <pubDate>Wed, 08 Jan 2025 19:42:22 +0000</pubDate> <category><![CDATA[Insights]]></category> <category><![CDATA[Uncategorized]]></category> <category><![CDATA[activity]]></category> <category><![CDATA[add-on]]></category> <category><![CDATA[add-ons]]></category> <category><![CDATA[insights]]></category> <category><![CDATA[unusual]]></category> <category><![CDATA[unusual activity]]></category> <guid isPermaLink="false">https://support.hubstaff.com/?p=33910</guid> <description><![CDATA[<p>Hubstaff’s Insights add-on includes automatic unusual activity detection and logging.   Unusual activity When Hubstaff Insights is active for your organization, organization owners and managers are both informed, through the unusual activity widget, and notified through email about users employing software that mimic keyboard/mouse movements to produce simulated activity. Unusual activity is activity that meets …</p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/hubstaff-insights-unusual-activity/">Hubstaff Insights: Unusual Activity</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></description> <content:encoded><![CDATA[<p>Hubstaff’s Insights add-on includes automatic unusual activity detection and logging.</p> <p> </p> <h4 id="unusual-activity">Unusual activity</h4> <p>When Hubstaff Insights is active for your organization, organization owners and managers are both informed, through the unusual activity widget, and notified through email about users employing software that mimic keyboard/mouse movements to produce simulated activity.</p> <div class="well well-sm"><i class="fa fa-info-circle support-fa"></i>Unusual activity is activity that meets criteria that sets it apart from normal activity metrics. Just because activity is unusual does not always mean it is malicious or even wrong. Always correlate data with other information sources so you can make informed decisions about your staff.<br /> <i class="fa fa-info-circle support-fa"></i>Unusual activity is calculated the next day up to 36 hours from the specific date.</div> <h5>Unusual activity types</h5> <ol> <li><a href="#suspicious-application">Suspicious application detection</a></li> <li><a href="#unusually-high-activity">Unusually high activity</a></li> <li><a href="#unusually-consistent-activity">Unusually consistent activity</a></li> <li><a href="#low-single-keyboard">Low single input keyboard</a></li> <li><a href="#low-single-mouse">Low single input mouse</a></li> <li><a href="#sustained-high-focus">Sustained high focus time</a></li> <li><a href="#breakless-work">Breakless work</a></li> </ol> <p> </p> <h5>Confidence score</h5> <ul> <li><a href="#confidence-score">Confidence score explained</a></li> </ul> <p> </p> <p> </p> <h4 id="suspicious-application">Suspicious application detection</h4> <p><span data-sheets-root="1"><strong>Description:</strong> Hubstaff maintains a list of applications known to simulate keyboard and/or mouse activity to mimic work. While time tracking, Hubstaff monitors for these time fraud applications running on the device.</span></p> <p><strong>Real world example:</strong> <span data-sheets-root="1">An employee installs software designed to mimic active computer use while they are away, which is flagged by Hubstaff monitoring tools. The name of the known time fraud application and the date/time it was used are logged and available within the Unusual Activity page in Hubstaff.</span></p> <p><strong>How often suspicious applications are detected:</strong> <span data-sheets-root="1">Time fraud applications are infrequently detected but pose a significant concern when identified. Be sure to check other unusual activity trends and that the member does not already have permission to use such an application in their use-case.</span></p> <p> </p> <h4 id="unusually-high-activity">Unusually high activity</h4> <p><strong>Description:</strong> <span data-sheets-root="1">Unusually high activity is recorded when a member’s average activity level stays at 95% or higher for 30 minutes or more. While such activity can occur occasionally during focused work, it is rare, especially beyond 60 minutes.<br /> </span></p> <p><strong>Real world example:</strong> <span data-sheets-root="1">A software developer is debugging complex code and continuously types and navigates tools while moving their keyboard and/or mouse for over 95% (not moving the keyboard or mouse for 5%) of a 35 minute period.</span></p> <p><strong>How often unusually high activity is detected:</strong> <span data-sheets-root="1">While it is rare, some members working normally will exceed a 95% activity level for 30-60 minutes. Members exceeding 95% activity for over 60 minutes however is extremely rare.</span></p> <p> </p> <h4 id="unusually-consistent-activity">Unusually consistent activity</h4> <p><strong>Description:</strong> <span data-sheets-root="1">Unusually consistent activity is recorded when a member’s average activity rate (across all input devices combined) fluctuates by 4% or less for 90 minutes or more. Or fluctuates by 0% for 40 minutes or more.</span></p> <p><strong>Real world example:</strong> <span data-sheets-root="1">A virtual assistant is working on an email campaign and manages to use their mouse and/or keyboard between 60% and 63% of the time (37-40% not moving) for 93 consecutive minutes.</span></p> <p><strong>How often usually consistent activity is detected:</strong> <span data-sheets-root="1">Keeping activity levels very consistent (within 4% change) for more than 90 minutes is rare while working normally, though it can occur. Keeping activity levels exactly consistent with a 0% change in activity levels for 40 minutes or more is exceedingly rare and should be investigated immediately.</span></p> <p> </p> <h4 id="low-single-keyboard">Low single input keyboard</h4> <p><strong>Description:</strong> While mouse was being used normally, keyboard stayed at or near 0% for over 50 minutes.</p> <p><strong>Real world example:</strong> <span data-sheets-root="1">A product designer uses only their mouse while designing a new feature for 58 consecutive minutes.</span></p> <p><strong>How often low single input keyboard is detected: </strong>Little to no keyboard movement while the mouse is still moving for over 50 minutes can occur while working normally. For example, when in a meeting a member may only use their mouse while presenting. Still, this can be a common sign of time fraud or low engagement and should be investigated.</p> <p> </p> <h4 id="low-single-mouse">Low single input mouse</h4> <p><strong>Description:</strong> While keyboard was being used normally, mouse stayed at or near 0% for over 50 minutes</p> <p><strong>Real world example:</strong> <span data-sheets-root="1">A writer uses only their keyboard while constructing a new blog article for 53 consecutive minutes.</span></p> <p><strong>How often low single input mouse is detected: </strong>Little to no mouse movement while the keyboard is still in use for over 50 minutes can occur while working normally. For example, when in a meeting a member may only use their keyboard while presenting. Still, this can be a common sign of time fraud or low engagement and should be investigated.</p> <p> </p> <h4 id="sustained-high-focus">Sustained high focus time</h4> <p><strong>Description:</strong> During a single day, the member had over 5 hours of focus time above 80%</p> <p><strong>Real world example:</strong> <span data-sheets-root="1">A virtual assistant is proofreading and editing a presentation all day within PowerPoint, an application that is set as productive for this individual. They do not switch to any other unproductive or communication tool during this time. Their focus time for the day ends up at over 6 hours.</span></p> <p><strong>How often sustained high focus time is detected:</strong> <span data-sheets-root="1">Though it may be odd for some job types, others may have days where focus time exceeds 5 hours per day. This unusual activity type will only display if a member also has other unusual activity in the same day, and should be investigated using a variety of work time data.</span></p> <p> </p> <h4 id="breakless-work">Breakless work</h4> <p><strong>Description:</strong> Breakless work is logged when a member tracks time for over 5 consecutive hours without stopping their Hubstaff timer AND their activity never drops below 30%.</p> <p><strong>Real world example:</strong> <span data-sheets-root="1">A software engineer troubleshooting a critical system outage works continuously, moving their keyboard and/or mouse over 30% of the time for five consecutive hours to resolve the issue.</span></p> <p><strong>How often sustained high focus time is detected:</strong> <span data-sheets-root="1">Though it may be odd for some job types, others may regularly be moving input devices without a break for over 5 hours. This unusual activity type will only display if a member also has other unusual activity in the same day, and should be investigated using a variety of work time data.</span></p> <p> </p> <h4 id="confidence-score">Confidence score</h4> <p><strong>Please note</strong> – Hubstaff’s unusual activity feature is not a cheating detection system. Instead, it automatically flags activity that deviates significantly from normal work patterns. Some flagged instances might indicate time fraud, while others could simply reflect legitimate work that falls outside typical metrics.</p> <p>Each flagged instance is assigned a <strong>confidence score</strong> based on its deviation from average work metrics. These scores help managers prioritize investigations:</p> <ul> <li><strong>High confidence score:</strong> The activity is likely to involve time fraud based on its rarity or the observed metrics, though a further investigation will be necessary to be sure.</li> <li><strong>Medium confidence score:</strong> The activity may involve time fraud, warranting further investigation of the associated metrics.</li> <li><strong>Low confidence score:</strong> The activity could be time fraud or normal work. We recommend reviewing its frequency and other relevant metrics for a clearer assessment.</li> </ul> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/hubstaff-insights-unusual-activity/">Hubstaff Insights: Unusual Activity</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></content:encoded> </item> <item> <title>Manual time approvals</title> <link>https://support.hubstaff.com/manual-time-approvals/</link> <dc:creator><![CDATA[]]></dc:creator> <pubDate>Tue, 26 Nov 2024 05:07:36 +0000</pubDate> <category><![CDATA[Hubstaff]]></category> <category><![CDATA[Timesheets]]></category> <category><![CDATA[add]]></category> <category><![CDATA[approval]]></category> <category><![CDATA[approvals]]></category> <category><![CDATA[approve]]></category> <category><![CDATA[edit]]></category> <category><![CDATA[manual]]></category> <category><![CDATA[time]]></category> <guid isPermaLink="false">https://support.hubstaff.com/?p=33301</guid> <description><![CDATA[<p>Manual time approvals allow organization owners, managers, and team leads (when enabled) to review any manual time additions or edits before time is added to the team member’s payable timesheets. Users can still delete time without approvals with this feature enabled. Only organization owners, managers, and team leads (when enabled) are allowed to approve time …</p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/manual-time-approvals/">Manual time approvals</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></description> <content:encoded><![CDATA[<p>Manual time approvals allow organization owners, managers, and <a href="https://support.hubstaff.com/teams-overview/" target="_blank" rel="noopener">team leads</a> (when enabled) to review any <a href="https://support.hubstaff.com/adding-time-task-manually/" target="_blank" rel="noopener">manual time additions</a> or edits before time is added to the team member’s payable <a href="https://hubstaff.com/employee-timesheet-software" target="_blank" rel="noopener">timesheets</a>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approval_Sample.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33303 size-full" title="manual_time_approval_Sample" src="//support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approval_Sample.png" alt="manual time approval Sample" width="2700" height="1244" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approval_Sample.png 2700w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approval_Sample-300x138.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approval_Sample-1024x472.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approval_Sample-768x354.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approval_Sample-1536x708.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approval_Sample-2048x944.png 2048w" sizes="(max-width: 2700px) 100vw, 2700px" /></a></p> <div class="well well-sm"><i class="fa fa-info-circle support-fa"></i>Users can still delete time without approvals with this feature enabled.<br /> <i class="fa fa-info-circle support-fa"></i>Only organization owners, managers, and <a href="https://support.hubstaff.com/teams-overview/" target="_blank" rel="noopener">team leads</a> (when enabled) are allowed to approve time edits.</div> <hr /> <p><strong>Table of contents</strong></p> <ul> <li><a href="#enable">How to enable manual time approvals</a></li> <li><a href="#approve-deny">Approving/denying time additions and edits</a></li> </ul> <hr /> <h2 id="enable">How to enable manual time approvals</h2> <p>Please follow this guide, to turn on approvals:</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>Navigate to <strong>Settings</strong> > <strong>Activity & tracking</strong> > <strong>Timesheets</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/settings_activity_tracking_timesheets.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33304" title="settings_activity_tracking_timesheets" src="//support.hubstaff.com/wp-content/uploads/2024/11/settings_activity_tracking_timesheets-1024x619.png" alt="settings activity tracking timesheets" width="509" height="308" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/settings_activity_tracking_timesheets-1024x619.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/11/settings_activity_tracking_timesheets-300x181.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/settings_activity_tracking_timesheets-768x465.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/11/settings_activity_tracking_timesheets.png 1144w" sizes="(max-width: 509px) 100vw, 509px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>On the <strong>Modify time</strong> tab, toggle the <strong>Require approval when time is added</strong> setting.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/modify_time_manual_time_approval.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-33305" title="modify_time_manual_time_approval" src="//support.hubstaff.com/wp-content/uploads/2024/11/modify_time_manual_time_approval-1024x652.png" alt="modify time manual time approval" width="803" height="511" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/modify_time_manual_time_approval-1024x652.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/11/modify_time_manual_time_approval-300x191.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/modify_time_manual_time_approval-768x489.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/11/modify_time_manual_time_approval-1536x979.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/11/modify_time_manual_time_approval.png 1918w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <hr /> <h2 id="approve-deny">Approving/denying time additions and edits</h2> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/pending_manual_time_approval.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-33306" title="pending_manual_time_approval" src="//support.hubstaff.com/wp-content/uploads/2024/11/pending_manual_time_approval-1024x141.png" alt="pending manual time approval" width="803" height="111" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/pending_manual_time_approval-1024x141.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/11/pending_manual_time_approval-300x41.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/pending_manual_time_approval-768x105.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/11/pending_manual_time_approval-1536x211.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/11/pending_manual_time_approval-2048x281.png 2048w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <p>When the manual time approval feature is enabled, each time team members add or edit time, it will require approval before the time is added to a user’s timesheet.</p> <p>To approve or deny a request:</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>Navigate to <strong>Timesheets </strong>><strong> Approvals</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2018/06/Timesheets-Approvals.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-30727" title="Timesheets - Approvals" src="//support.hubstaff.com/wp-content/uploads/2018/06/Timesheets-Approvals.png" alt="Timesheets Approvals" width="218" height="130" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Click on the <strong>Manual time</strong> tab.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/manual_time_tab.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33307" title="manual_time_tab" src="//support.hubstaff.com/wp-content/uploads/2024/11/manual_time_tab.png" alt="manual time tab" width="247" height="49" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_tab.png 484w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_tab-300x60.png 300w" sizes="(max-width: 247px) 100vw, 247px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 3</p> </div> <p>Cick the <strong>Actions</strong> button, where you can either view, approve, deny, or delete the request.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approvals_actions.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-33308" title="manual_time_approvals_actions" src="//support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approvals_actions-1024x210.png" alt="manual time approvals actions" width="803" height="165" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approvals_actions-1024x210.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approvals_actions-300x61.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approvals_actions-768x157.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approvals_actions-1536x314.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approvals_actions-2048x419.png 2048w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 4</p> </div> <p>Here are the specific dialog screens based on your selection:</p> <p><strong>Approve</strong>:</p> <p>On the Approve dialog, click on the <strong>Approve</strong> button to add the time to the user’s timesheet.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approve.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33310" title="manual_time_approve" src="//support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approve-1024x851.png" alt="manual time approve" width="541" height="450" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approve-1024x851.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approve-300x249.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approve-768x638.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_approve.png 1184w" sizes="(max-width: 541px) 100vw, 541px" /></a></p> <p><strong>Deny</strong>:</p> <p>On the Deny dialog, you can state the reason for time denial, then click the <strong>Deny</strong> button.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/manual_time_deny.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33309" title="manual_time_deny" src="//support.hubstaff.com/wp-content/uploads/2024/11/manual_time_deny-1019x1024.png" alt="manual time deny" width="543" height="546" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_deny-1019x1024.png 1019w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_deny-298x300.png 298w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_deny-150x150.png 150w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_deny-768x772.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_deny.png 1182w" sizes="(max-width: 543px) 100vw, 543px" /></a></p> <p> </p> <p><strong>Delete</strong>:</p> <p>Click <strong>OK</strong> to delete the manual time request.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/manual_time_delete.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33311" title="manual_time_delete" src="//support.hubstaff.com/wp-content/uploads/2024/11/manual_time_delete.png" alt="manual time delete" width="423" height="127" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_delete.png 874w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_delete-300x90.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/manual_time_delete-768x230.png 768w" sizes="(max-width: 423px) 100vw, 423px" /></a></p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/manual-time-approvals/">Manual time approvals</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></content:encoded> </item> <item> <title>Payroll adjustments</title> <link>https://support.hubstaff.com/payroll-adjustments/</link> <dc:creator><![CDATA[]]></dc:creator> <pubDate>Tue, 05 Nov 2024 04:44:14 +0000</pubDate> <category><![CDATA[Hubstaff]]></category> <category><![CDATA[Payments]]></category> <category><![CDATA[add]]></category> <category><![CDATA[addition]]></category> <category><![CDATA[adjust]]></category> <category><![CDATA[adjustment]]></category> <category><![CDATA[allowance]]></category> <category><![CDATA[debit]]></category> <category><![CDATA[deduct]]></category> <category><![CDATA[deduction]]></category> <category><![CDATA[dock]]></category> <category><![CDATA[one time]]></category> <category><![CDATA[pay]]></category> <category><![CDATA[payment]]></category> <category><![CDATA[payments]]></category> <category><![CDATA[payroll]]></category> <category><![CDATA[recurring]]></category> <category><![CDATA[subtraction]]></category> <guid isPermaLink="false">https://support.hubstaff.com/?p=33138</guid> <description><![CDATA[<p>Trying to add payroll adjustments for your team? With our payment additions and deductions feature, you can now automatically make adjustments to your team payments. This feature is available on Team plans and up, and only for teams using Wise for payroll.. Pay periods are required to receive payroll adjustments. You can set pay periods …</p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/payroll-adjustments/">Payroll adjustments</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></description> <content:encoded><![CDATA[<p>Trying to add payroll adjustments for your team? With our payment additions and deductions feature, you can now automatically make adjustments to your team payments.</p> <div class="well"><i class="fa fa-info-circle support-fa"></i>This feature is available on <a href="http://hubstaff.com/pricing" target="_blank" rel="noopener">Team plans</a> and up, and only for teams using <a href="https://support.hubstaff.com/transferwise-payroll-setup/" target="_blank" rel="noopener">Wise</a> for payroll..<br /> <i class="fa fa-info-circle support-fa"></i><a href="https://support.hubstaff.com/delaying-payroll-payments-timesheet-approvals/" target="_blank" rel="noopener">Pay periods</a> are required to receive payroll adjustments. You can set pay periods after creating the payroll adjustment.<br /> <i class="fa fa-info-circle support-fa"></i>Only members with time worked, PTO, or holidays will receive adjustments.</div> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_sample.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33216" title="payroll_adjustment_sample" src="//support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_sample-1024x857.png" alt="payroll adjustment sample" width="619" height="518" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_sample-1024x857.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_sample-300x251.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_sample-768x643.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_sample.png 1322w" sizes="(max-width: 619px) 100vw, 619px" /></a></p> <hr /> <p><strong>Table of contents</strong></p> <ul> <li><a href="#one-time">Setting up a one time payroll adjustment</a></li> <li><a href="#recurring">Setting up a recurring payroll adjustment</a></li> <li><a href="#edit">Editing a payroll adjustment</a></li> <li><a href="#delete">Deleting a payroll adjustment</a></li> </ul> <hr /> <h2 id="one-time">Setting up a one time payroll adjustment</h2> <p>One time payroll adjustments are single payments that are added or deducted to a team member’s payroll. To set this up, follow these steps:</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>Navigate to <strong>Financials</strong> > <strong>Manage Payroll</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33217" title="financials_manage_payroll_menu" src="//support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu.png" alt="financials manage payroll menu" width="293" height="103" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu.png 478w, https://support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu-300x105.png 300w" sizes="(max-width: 293px) 100vw, 293px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Click on <strong>Create payroll adjustment</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/create_payroll_adjustment_button.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33218" title="create_payroll_adjustment_button" src="//support.hubstaff.com/wp-content/uploads/2024/11/create_payroll_adjustment_button.png" alt="create payroll adjustment button" width="216" height="50" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/create_payroll_adjustment_button.png 406w, https://support.hubstaff.com/wp-content/uploads/2024/11/create_payroll_adjustment_button-300x69.png 300w" sizes="(max-width: 216px) 100vw, 216px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 3</p> </div> <p>The <strong>Create payroll adjustment</strong> dialog box will open. Fill in the following details:</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/create_one_time_payroll_adjustment.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33219" title="create_one_time_payroll_adjustment" src="//support.hubstaff.com/wp-content/uploads/2024/11/create_one_time_payroll_adjustment-1024x850.png" alt="create one time payroll adjustment" width="666" height="553" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/create_one_time_payroll_adjustment-1024x850.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/11/create_one_time_payroll_adjustment-300x249.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/create_one_time_payroll_adjustment-768x637.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/11/create_one_time_payroll_adjustment.png 1328w" sizes="(max-width: 666px) 100vw, 666px" /></a></p> <ol> <li>Adjustment name</li> <li>Frequency – set to one time</li> <li>Members – persons whose pay will be added or deducted.</li> <li>Adjustment type – addition or deduction</li> <li>Amount per member</li> </ol> <p>Then click <strong>Create</strong>.</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 4</p> </div> <p>Done. You should see the payroll adjustment created now.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/one_time_payroll_adjustment_finished..png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-33221" title="one_time_payroll_adjustment_finished." src="//support.hubstaff.com/wp-content/uploads/2024/11/one_time_payroll_adjustment_finished.-1024x165.png" alt="one time payroll adjustment finished." width="803" height="129" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/one_time_payroll_adjustment_finished.-1024x165.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/11/one_time_payroll_adjustment_finished.-300x48.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/one_time_payroll_adjustment_finished.-768x124.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/11/one_time_payroll_adjustment_finished.-1536x248.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/11/one_time_payroll_adjustment_finished..png 1884w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <hr /> <h2 id="recurring">Setting up a recurring payroll adjustment</h2> <p>Recurring payroll adjustments are payment additions/deductions that repeat every pay period. To set this up, follow this guide:</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>Navigate to <strong>Financials</strong> > <strong>Manage Payroll</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33217" title="financials_manage_payroll_menu" src="//support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu.png" alt="financials manage payroll menu" width="293" height="103" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu.png 478w, https://support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu-300x105.png 300w" sizes="(max-width: 293px) 100vw, 293px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Click on <strong>Create payroll adjustment</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/create_payroll_adjustment_button.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33218" title="create_payroll_adjustment_button" src="//support.hubstaff.com/wp-content/uploads/2024/11/create_payroll_adjustment_button.png" alt="create payroll adjustment button" width="216" height="50" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/create_payroll_adjustment_button.png 406w, https://support.hubstaff.com/wp-content/uploads/2024/11/create_payroll_adjustment_button-300x69.png 300w" sizes="(max-width: 216px) 100vw, 216px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 3</p> </div> <p>The <strong>Create payroll adjustment</strong> dialog box will open. Fill in the following details:</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/create_recurring_payroll_adjustment.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33220" title="create_recurring_payroll_adjustment" src="//support.hubstaff.com/wp-content/uploads/2024/11/create_recurring_payroll_adjustment-1024x850.png" alt="create recurring payroll adjustment" width="667" height="553" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/create_recurring_payroll_adjustment-1024x850.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/11/create_recurring_payroll_adjustment-300x249.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/create_recurring_payroll_adjustment-768x637.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/11/create_recurring_payroll_adjustment.png 1328w" sizes="(max-width: 667px) 100vw, 667px" /></a></p> <ol> <li>Adjustment name</li> <li>Frequency – set this to <strong>Every pay period</strong>.</li> <li>Members – persons whose pay will be added or deducted.</li> <li>Adjustment type – addition or deduction</li> <li>Amount per member</li> </ol> <p>Then click <strong>Create</strong>.</p> <div class="well well-sm"><i class="fa fa-info-circle support-fa"></i>Recurring payroll adjustments will apply to past timesheets as well.<br /> <a href="//support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_manual_timesheets.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33229" title="payroll_adjustment_manual_timesheets" src="//support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_manual_timesheets-1024x989.png" alt="payroll adjustment manual timesheets" width="564" height="545" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_manual_timesheets-1024x989.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_manual_timesheets-300x290.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_manual_timesheets-768x742.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_manual_timesheets.png 1180w" sizes="(max-width: 564px) 100vw, 564px" /></a></div> <div class="well well-sm"><i class="fa fa-info-circle support-fa"></i>Recurring payments will only apply to automatic payments.</div> <hr /> <h2 id="edit">Editing a payroll adjustment</h2> <p>To edit a payroll adjustment item, follow these steps:</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>Navigate to <strong>Financials</strong> > <strong>Manage Payroll</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33217" title="financials_manage_payroll_menu" src="//support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu.png" alt="financials manage payroll menu" width="293" height="103" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu.png 478w, https://support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu-300x105.png 300w" sizes="(max-width: 293px) 100vw, 293px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Navigate to the <strong>Payroll adjustments</strong> tab.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_tab.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33223" title="payroll_adjustments_tab" src="//support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_tab.png" alt="payroll adjustments tab" width="231" height="54" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_tab.png 394w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_tab-300x70.png 300w" sizes="(max-width: 231px) 100vw, 231px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 3</p> </div> <p>Click on <strong>Actions</strong> > <strong>Edit</strong> next to the name of the payroll adjustment line item you wish to revise.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_edit.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-33225" title="payroll_adjustment_edit" src="//support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_edit-1024x210.png" alt="payroll adjustment edit" width="803" height="165" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_edit-1024x210.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_edit-300x61.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_edit-768x157.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_edit-1536x315.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_edit.png 1884w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 4</p> </div> <p>Make the necessary changes then click <strong>Update</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/edit_payroll_adjustment_dialog.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33226" title="edit_payroll_adjustment_dialog" src="//support.hubstaff.com/wp-content/uploads/2024/11/edit_payroll_adjustment_dialog.png" alt="edit payroll adjustment dialog" width="518" height="305" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/edit_payroll_adjustment_dialog.png 1002w, https://support.hubstaff.com/wp-content/uploads/2024/11/edit_payroll_adjustment_dialog-300x177.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/edit_payroll_adjustment_dialog-768x452.png 768w" sizes="(max-width: 518px) 100vw, 518px" /></a></p> <p> </p> <hr /> <h2 id="delete">Deleting a payroll adjustment</h2> <p>To delete an existing payroll adjustment, follow this guide:</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>Navigate to <strong>Financials</strong> > <strong>Manage Payroll</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33217" title="financials_manage_payroll_menu" src="//support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu.png" alt="financials manage payroll menu" width="293" height="103" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu.png 478w, https://support.hubstaff.com/wp-content/uploads/2024/11/financials_manage_payroll_menu-300x105.png 300w" sizes="(max-width: 293px) 100vw, 293px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Navigate to the <strong>Payroll adjustments</strong> tab.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_tab.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33223" title="payroll_adjustments_tab" src="//support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_tab.png" alt="payroll adjustments tab" width="231" height="54" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_tab.png 394w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_tab-300x70.png 300w" sizes="(max-width: 231px) 100vw, 231px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 3</p> </div> <p>Click on <strong>Actions</strong> > <strong>Delete</strong> next to the name of the payroll adjustment line item you wish to delete.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_actions_delete.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-33222" title="payroll_adjustments_actions_delete" src="//support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_actions_delete-1024x210.png" alt="payroll adjustments actions delete" width="803" height="165" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_actions_delete-1024x210.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_actions_delete-300x61.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_actions_delete-768x157.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_actions_delete-1536x315.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustments_actions_delete.png 1884w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 4</p> </div> <p>Click <strong>Delete</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_delete_confirmation.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33224" title="payroll_adjustment_delete_confirmation" src="//support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_delete_confirmation.png" alt="payroll adjustment delete confirmation" width="416" height="177" srcset="https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_delete_confirmation.png 884w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_delete_confirmation-300x128.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/11/payroll_adjustment_delete_confirmation-768x327.png 768w" sizes="(max-width: 416px) 100vw, 416px" /></a></p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/payroll-adjustments/">Payroll adjustments</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></content:encoded> </item> <item> <title>Saving your file as UTF-8 for Hubstaff import</title> <link>https://support.hubstaff.com/saving-your-file-as-utf-8-for-hubstaff-import/</link> <dc:creator><![CDATA[]]></dc:creator> <pubDate>Fri, 01 Nov 2024 18:15:33 +0000</pubDate> <category><![CDATA[Reports]]></category> <guid isPermaLink="false">https://support.hubstaff.com/?p=33212</guid> <description><![CDATA[<p>UTF-8 (UCS Transformation Format 8) is the most common character encoding standard. Files uploaded to Hubstaff must be saved as UTF-8. If your list import file contains international or unicode characters, you will need to save it with UTF-8 encoding. The steps for saving your file with UTF-8 encoding will vary depending on how it …</p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/saving-your-file-as-utf-8-for-hubstaff-import/">Saving your file as UTF-8 for Hubstaff import</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></description> <content:encoded><![CDATA[<div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>UTF-8 (UCS Transformation Format 8) is <b>the most common character encoding standard.</b></p> </div> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Files uploaded to Hubstaff must be saved as UTF-8. If your list import file contains international or unicode characters, you will need to save it with UTF-8 encoding. The steps for saving your file with UTF-8 encoding will vary depending on how it is being created and saved:</p> </div> <div class="intercom-interblocks-unordered-nested-list"> <ul> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p><a href="#excel-for-windows">Excel (for Windows)</a></p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p><a href="#excel-for-mac">Excel (for Mac)</a></p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p><a href="#notepad-for-windows">NotePad (for Windows)</a></p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p><a href="#textedit-for-mac">TextEdit (for Mac)</a></p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p><a href="#google-sheets">Google Sheets</a></p> </div> </li> </ul> </div> <div class="intercom-interblocks-horizontal-rule"> <hr /> </div> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p> </p> </div> <div class="intercom-interblocks-subheading intercom-interblocks-align-left"> <h2 id="excel-for-windows">EXCEL (for Windows)</h2> </div> <div class="intercom-interblocks-ordered-nested-list"> <ol> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Go to <b>File > Save as</b>…</p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>In the <b>Save as type </b>drop-down, select <b>Text</b> (Tab delimited) (*.txt) or <b>CSV</b> (Comma delimited).</p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>In the <b>Tools</b> drop-down, select <b>Web Options</b>.</p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>From the <b>Encoding tab</b>, choose Unicode (UTF-8).</p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Click <b>Ok</b>.</p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Click <b>Save</b>.</p> </div> </li> </ol> </div> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p> </p> </div> <div class="intercom-interblocks-subheading intercom-interblocks-align-left"> <h2 id="excel-for-mac">EXCEL (for Mac)</h2> </div> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Excel for Mac does not support the import or export of UTF-8 encoded files. To save your file with UTF-8 encoding, use another spreadsheet program (e.g., Google Sheets).</p> </div> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p> </p> </div> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p> </p> </div> <div class="intercom-interblocks-subheading intercom-interblocks-align-left"> <h2 id="notepad-for-windows">NOTEPAD (for Windows)</h2> </div> <div class="intercom-interblocks-ordered-nested-list"> <ol> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Open a <b>new document</b>.</p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Go to<b> File > Save A</b>s…</p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Under <b>Encoding</b>, select <b>UTF-8</b>.</p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Click <b>Save</b>.</p> </div> </li> </ol> </div> <div class="intercom-interblocks-unordered-nested-list"> <ul> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p><b><i>NOTE</i></b><i>:</i> NotePad documents will be automatically saved with ANSI encoding. Manually change the encoding before saving a new document.</p> </div> </li> </ul> </div> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p> </p> </div> <div class="intercom-interblocks-subheading intercom-interblocks-align-left"> <h2 id="textedit-for-mac">TEXTEDIT (for Mac)</h2> </div> <div class="intercom-interblocks-ordered-nested-list"> <ol> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Open a <b>new document</b>.</p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Go to <b>Format > Make Plain Text</b>.</p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Click <b>File > Save</b>…</p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>From the <b>Plain Text Encoding</b> drop-down, select <b>Unicode</b> (UTF-8).</p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Click <b>Save</b>.</p> </div> </li> </ol> </div> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p> </p> </div> <div class="intercom-interblocks-subheading intercom-interblocks-align-left"> <h2 id="google-sheets">GOOGLE SHEETS</h2> </div> <div class="intercom-interblocks-ordered-nested-list"> <ol> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Upload your file using <b>Google Drive</b>.</p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Open the file with <b>Google Sheets</b>.</p> </div> </li> <li> <div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"> <p>Click <b>File > Download as > Comma-separated values </b>(.csv). The file will be automatically saved with UTF-8 encoding and downloaded to your computer.</p> </div> </li> </ol> </div> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/saving-your-file-as-utf-8-for-hubstaff-import/">Saving your file as UTF-8 for Hubstaff import</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></content:encoded> </item> <item> <title>Hubstaff Corporate App Setup</title> <link>https://support.hubstaff.com/hubstaff-corporate-app-setup/</link> <dc:creator><![CDATA[]]></dc:creator> <pubDate>Wed, 30 Oct 2024 20:10:29 +0000</pubDate> <category><![CDATA[Apps]]></category> <category><![CDATA[Hubstaff]]></category> <category><![CDATA[app]]></category> <category><![CDATA[application]]></category> <category><![CDATA[apps]]></category> <category><![CDATA[background]]></category> <category><![CDATA[company]]></category> <category><![CDATA[corporate]]></category> <category><![CDATA[device]]></category> <category><![CDATA[devices]]></category> <category><![CDATA[managed]]></category> <category><![CDATA[MDM]]></category> <category><![CDATA[mobile device management]]></category> <category><![CDATA[own]]></category> <category><![CDATA[owneed]]></category> <category><![CDATA[timer]]></category> <guid isPermaLink="false">https://support.hubstaff.com/?p=33198</guid> <description><![CDATA[<p>The Hubstaff corporate app allows organizations to record team productivity on company-managed/owned devices in the background. This feature is only available on Enterprise plans and Team plans with the Corporate add-on installed. The Hubstaff corporate app is a completely different application than the standard application. To download the standard Hubstaff apps, click here. Corporate apps …</p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/hubstaff-corporate-app-setup/">Hubstaff Corporate App Setup</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></description> <content:encoded><![CDATA[<p>The Hubstaff corporate app allows organizations to record team productivity on company-managed/owned devices in the background.</p> <div class="well well-sm"><i class="fa fa-info-circle support-fa"></i>This feature is only available on <a class="alert-link" href="https://hubstaff.com/pricing">Enterprise plans</a> and <a href="https://hubstaff.com/pricing">Team</a> plans with the <a class="alert-link" href="https://support.hubstaff.com/hubstaff-add-ons/#corporate">Corporate add-on</a> installed.<br /> <i class="fa fa-info-circle support-fa"></i>The Hubstaff corporate app is a completely different application than the standard application. To download the standard Hubstaff apps, click <a class="alert-link" href="https://hubstaff.com/download">here</a>. Corporate apps are apps that are deployed on corporate machines and can be managed via a different UI by an administrator.</div> <hr /> <h2 id="create-policy">Creating a corporate automatic tracking policy</h2> <p>Before installing the Corporate application, you’ll need to create a corporate automatic tracking policy so new members can track time. <span style="font-weight: 400;">All new corporate users will automatically be added to this policy.</span></p> <p>To add a new policy:</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>First, <a href="https://app.hubstaff.com/organizations/auto/settings/timer_apps/auto_track">visit your policies page</a>, or select “Settings” in the left Hubstaff side-bar. Next, navigate to the <strong>Timer & Tracking</strong> tab, then under <strong>Automatic tracking policy,</strong> click on the <strong>Add policy button</strong> and choose <strong>For company-owned computers</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/AddPolicy-Corporate-owned-computers.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33275" title="AddPolicy Corporate owned computers" src="//support.hubstaff.com/wp-content/uploads/2024/10/AddPolicy-Corporate-owned-computers.png" alt="AddPolicy Corporate owned computers" width="1350" height="372" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/AddPolicy-Corporate-owned-computers.png 2040w, https://support.hubstaff.com/wp-content/uploads/2024/10/AddPolicy-Corporate-owned-computers-300x83.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/10/AddPolicy-Corporate-owned-computers-1024x282.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/10/AddPolicy-Corporate-owned-computers-768x212.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/10/AddPolicy-Corporate-owned-computers-1536x423.png 1536w" sizes="(max-width: 1350px) 100vw, 1350px" /></a></p> <p> </p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Fill in the following:</p> <ol> <li>Policy name</li> <li>Teams/members (this can be blank if you do not yet have members)</li> <li>Automatically add new members to this policy (required ON for corporate app)</li> <li>Timer start/stop rules <ol> <li>All time – records activities as long as there is computer activity.</li> <li>Fixed schedule – record activity based on a custom fixed schedule.</li> <li>Shifts – record activity during scheduled shifts.</li> </ol> </li> <li>Don’t start timer until first activity – this means the recording won’t start until there is any detected keyboard/mouse activity.</li> <li>Days of the week and start/stop times – set the days and times the timer will start tracking time.</li> <li>Starting project – (optional) this is the project where activity will be logged into when the timer starts. A default project will be used automatically if you do not select one.</li> </ol> <p><a href="//support.hubstaff.com/wp-content/uploads/2023/03/new_corporate_automatic_timer_policy.png"><img decoding="async" loading="lazy" class="alignnone wp-image-29738" title="new_corporate_automatic_timer_policy" src="//support.hubstaff.com/wp-content/uploads/2023/03/new_corporate_automatic_timer_policy-800x1024.png" sizes="(max-width: 522px) 100vw, 522px" srcset="https://support.hubstaff.com/wp-content/uploads/2023/03/new_corporate_automatic_timer_policy-800x1024.png 800w, https://support.hubstaff.com/wp-content/uploads/2023/03/new_corporate_automatic_timer_policy-234x300.png 234w, https://support.hubstaff.com/wp-content/uploads/2023/03/new_corporate_automatic_timer_policy-768x983.png 768w, https://support.hubstaff.com/wp-content/uploads/2023/03/new_corporate_automatic_timer_policy.png 1175w" alt="new corporate automatic timer policy" width="522" height="668" /></a></p> <p>Be sure “Automatically add new members into this policy” is ON.</p> <p>Hit <strong>Save</strong> to commit your changes.</p> <div class="well well-sm"><i class="fa fa-info-circle support-fa"></i>The “Automatically add new members into this policy” option will simplify the configuration when you have to add a large number of members.</div> <hr /> <h2></h2> <h2>Downloading the Corporate App</h2> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/setup.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-34176" title="corporate app setup" src="//support.hubstaff.com/wp-content/uploads/2024/10/setup.png" alt="Corporate app setup" width="191" height="91" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Make sure that the OS pre-selected is the same as the one in the computer you will install it on. Then, click on <strong>Download</strong>.</p> <div class="well well-sm"><i class="fa fa-info-circle support-fa"></i>The Corporate app download page will only be visible if you are a Corporate app customer.</div> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/corporateappsetup.png"><img decoding="async" loading="lazy" class="alignnone wp-image-34177 size-full" title="Select OS and Download" src="//support.hubstaff.com/wp-content/uploads/2024/10/corporateappsetup.png" alt="Select OS and Download" width="787" height="418" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/corporateappsetup.png 787w, https://support.hubstaff.com/wp-content/uploads/2024/10/corporateappsetup-300x159.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/10/corporateappsetup-768x408.png 768w" sizes="(max-width: 787px) 100vw, 787px" /></a></p> <hr /> <h2></h2> <h2>Installing the Corporate App</h2> <div class="alert alert-warning"><strong>Important Notes:</strong><br /> <i class="fa fa-info-circle support-fa"></i>The downloaded msi file <strong>must not be renamed</strong> in anyway. For example, if downloaded twice and (1) is added to the end of the filename. This will cause an error during installation.<br /> <i class="fa fa-info-circle support-fa"></i>Once downloaded, the file can be moved and installed on any machine and it will create members for your specific organization.<br /> <i class="fa fa-info-circle support-fa"></i>We recommend you install the corporate application on 1-2 computers to start, then a larger group of 3-4 before rolling it out to the entire organization.<br /> <i class="fa fa-info-circle support-fa"></i>If the destination machine had a previous version of the corporate app, installing the new installer file will update it to the latest version.</div> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>After downloading the installer file, go to the download history on your web browser and click on it.</p> <p> </p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/Download-History.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33264" title="Download History" src="//support.hubstaff.com/wp-content/uploads/2024/10/Download-History.png" alt="Download History" width="389" height="192" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/Download-History.png 312w, https://support.hubstaff.com/wp-content/uploads/2024/10/Download-History-300x148.png 300w" sizes="(max-width: 389px) 100vw, 389px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Choose to install for all users on the computer. Please note that if you have multiple users in the computer, it will provision an account for each existing user account automatically. Click on <strong>Continue</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/Destination-Select.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-33265" title="Destination Select" src="//support.hubstaff.com/wp-content/uploads/2024/10/Destination-Select.png" alt="Destination Select" width="619" height="439" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/Destination-Select.png 619w, https://support.hubstaff.com/wp-content/uploads/2024/10/Destination-Select-300x213.png 300w" sizes="(max-width: 619px) 100vw, 619px" /></a></p> <p> </p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 3</p> </div> <p>Installation will show the required space for the install. Click on <strong>Continue </strong>and then on <strong>Install</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/Installation-type.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-33266" title="Installation type" src="//support.hubstaff.com/wp-content/uploads/2024/10/Installation-type.png" alt="Installation type" width="618" height="437" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/Installation-type.png 618w, https://support.hubstaff.com/wp-content/uploads/2024/10/Installation-type-300x212.png 300w" sizes="(max-width: 618px) 100vw, 618px" /></a></p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/Installation-Type-2.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-33267" title="Installation Type 2" src="//support.hubstaff.com/wp-content/uploads/2024/10/Installation-Type-2.png" alt="Installation Type 2" width="622" height="438" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/Installation-Type-2.png 622w, https://support.hubstaff.com/wp-content/uploads/2024/10/Installation-Type-2-300x211.png 300w" sizes="(max-width: 622px) 100vw, 622px" /></a></p> <p> </p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 4</p> </div> <p>Wait for the installation to be finished.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/Installation.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-33269" title="Installation" src="//support.hubstaff.com/wp-content/uploads/2024/10/Installation.png" alt="Installation" width="616" height="441" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/Installation.png 616w, https://support.hubstaff.com/wp-content/uploads/2024/10/Installation-300x215.png 300w" sizes="(max-width: 616px) 100vw, 616px" /></a></p> <p> </p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 5</p> </div> <p>The installation has been completed. Click on the <strong>Close</strong> button.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/Summary.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-33268" title="Summary" src="//support.hubstaff.com/wp-content/uploads/2024/10/Summary.png" alt="Summary" width="618" height="441" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/Summary.png 618w, https://support.hubstaff.com/wp-content/uploads/2024/10/Summary-300x214.png 300w" sizes="(max-width: 618px) 100vw, 618px" /></a></p> <hr /> <h2></h2> <h2>Account Provisioning</h2> <p>If an earlier version of the corporate app is already installed and running on the computer when a newer version is installed, a new user account will not be created if a corporate app user already exists for that computer or user.</p> <p><span style="font-weight: 400;">When installing the corporate app on a machine for the first time, after install/restart, a new Hubstaff member will be automatically created using the following information collected from the machine:</span></p> <ul> <li><span style="font-weight: 400;">os_username</span></li> <li><span style="font-weight: 400;">If available: Firstname / Lastname</span></li> <li><span style="font-weight: 400;">OS and version</span></li> <li><span style="font-weight: 400;">Machine name</span></li> </ul> <h2></h2> <hr /> <h2>Following installation</h2> <p><span style="font-weight: 400;"><strong>macOS</strong>: </span></p> <ul> <li><span style="font-weight: 400;">Time tracking should begin immediately / data visible within Hubstaff web-app within 10-15 minutes of install completion.</span> <ul> <li>Note, permissions should also be added as outlined below.</li> </ul> </li> </ul> <p><span style="font-weight: 400;"><strong>Windows and Linux</strong>: </span></p> <ul> <li><span style="font-weight: 400;">Starting of the processes is required before time tracking will begin, by one of the following:</span> <ul> <li><span style="font-weight: 400;">Sign out / Sign in.</span></li> <li style="font-weight: 400;" aria-level="3"><span style="font-weight: 400;">System restart.</span></li> </ul> </li> </ul> <p> </p> <hr /> <h2>Granting permissions</h2> <p><strong>Windows:</strong></p> <ul> <li>No operating system permissions are required to run Hubstaff time tracking.</li> </ul> <p><strong>macOS and Linux with Wayland:</strong></p> <ul> <li><span style="font-weight: 400;">Permissions must be granted on the computer for the user before app/URL tracking and screenshot capture is possible.</span></li> </ul> <p> </p> <hr /> <p> </p> <h2>Computers page</h2> <p><span style="font-weight: 400;"><a href="//support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-1.57.32-PM.png"><img decoding="async" loading="lazy" class="alignnone size-medium wp-image-33692" title="Screen Shot 2024-12-05 at 1.57.32 PM" src="//support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-1.57.32-PM-300x147.png" alt="Screen Shot 2024 12 05 at 1.57.32 PM" width="300" height="147" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-1.57.32-PM-300x147.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-1.57.32-PM.png 726w" sizes="(max-width: 300px) 100vw, 300px" /></a></span></p> <p><span style="font-weight: 400;">All new computers added via corporate v3 will appear within the Computers page, found in the left side-bar under “Corporate app”. </span><span style="font-weight: 400;">Filtering by the “Date added” column will show the most recently added computers at the top.</span></p> <p> </p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.01.30-PM.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33693 size-large" title="Screen Shot 2024-12-05 at 2.01.30 PM" src="//support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.01.30-PM-1024x568.png" alt="Screen Shot 2024 12 05 at 2.01.30 PM" width="803" height="445" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.01.30-PM-1024x568.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.01.30-PM-300x166.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.01.30-PM-768x426.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.01.30-PM.png 1315w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <p> </p> <hr /> <h2></h2> <h2>Troubleshooting common problems with the application</h2> <h3>The app is not reflected on the Computers page</h3> <p>This happens because there is an issue with the installation of the desktop application. To resolve this, please check the following:</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>STEP 1</p> </div> <p>Confirm that the app has not been renamed.<br /> When downloading the application, please ensure it hasn’t been manually renamed. Also, check that the app version does not include “Version 1” or “Version 2,” as shown below.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2025/03/Hubstaff-corporate-version.png"><img decoding="async" loading="lazy" class="alignnone wp-image-16756" src="//support.hubstaff.com/wp-content/uploads/2025/03/Hubstaff-corporate-version.png" alt="Hubstaff corporate version" width="552" height="81" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>The device restart may be missing. Please ensure to restart the device (after giving requisite permissions for the Mac and Linux applications)</p> <h3>Errors faced while installing the desktop application</h3> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>Facing a specified account already exists error.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2025/03/the-specified-account.png"><img decoding="async" loading="lazy" class="alignnone wp-image-16756" src="//support.hubstaff.com/wp-content/uploads/2025/03/the-specified-account.png" alt="the specified account" width="424" height="160" /></a></p> <p>This happens when leftover files and folders from a previous installation cause file corruption. To fix this, complete the <span style="box-sizing: border-box; margin: 0px; padding: 0px;">application’s uninstallation. Since this issue is common with Windows applications, using the Windows Troubleshooter can help remove it properly. You may find the download page for this <a href="https://support.microsoft.com/en-us/topic/fix-problems-that-block-programs-from-being-installed-or-removed-cca7d1b6-65a9-3d98-426b-e9f927e1eb4d" target="_blank" rel="noopener">here</a>. Once done, uninstall and install the application again,</span> following the guide in this article.</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Facing an Escalation Failed Error. This is faced when the application does not have full permissions to read files.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2025/03/escalation-failed-error.png"><img decoding="async" loading="lazy" class="alignnone wp-image-16756" src="//support.hubstaff.com/wp-content/uploads/2025/03/escalation-failed-error.png" alt="escalation failed error" width="366" height="135" /></a></p> <p>To fix the error, run the application as an administrator and try reinstalling it.</p> <h3>The app is not running correctly</h3> <p>This may occur due to a specific settings issue affecting the user. Here is a list of commonly faced issues in such cases:</p> <ul> <li>The member is not a member of the organization or is not enabled to track time. You may check this on the <strong> People > Members</strong> page to confirm that the user is a member of the organization and not disabled for tracking. If the member is disabled , you may enable the user for tracking by following the guide here: <a href="https://support.hubstaff.com/how-to-enabledisable-tracking-for-team-members/#enable"> Enable tracking for a team member</a>.</li> <li>The member has either not been assigned an automatic tracking policy or the assigned policy is restricted to a specific shift, preventing them from tracking time. You may confirm this on the <strong> Settings > Activity & tracking> Time & tracking </strong>page. Select <strong>Automatic tracking policy</strong> to review the member or the policy. Please follow the <a href="https://support.hubstaff.com/what-is-automatic-start/">guide on automatic tracking policies</a>.</li> <li>The app is not connecting to our servers, and thus, time is not uploaded. Be sure to <a href="https://support.hubstaff.com/hostnames-to-whitelist-for-hubstaff/"> whitelist </a>Hubstaff domains to ensure that the app can connect to our servers. <a href="https://support.hubstaff.com/error-hubstaff-cannot-connect-to-server/">This guide </a> provides further remedies that can be used to resolve this issue.</li> </ul> <hr /> <p> </p> <h2>Merging corporate app members</h2> <p>The corporate app will auto-provision Hubstaff members after installation on a new computer. If the member of the new computer already has a Hubstaff member you may use the Computers page to select both and merge devices from both into a single member.</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>Select the computers you want to combine, but make sure they are from at least two Member profiles.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.35.12-PM.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33694 size-large" title="Screen Shot 2024-12-05 at 2.35.12 PM" src="//support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.35.12-PM-1024x559.png" alt="Screen Shot 2024 12 05 at 2.35.12 PM" width="803" height="438" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.35.12-PM-1024x559.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.35.12-PM-300x164.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.35.12-PM-768x419.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.35.12-PM.png 1386w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Under <strong>Batch action</strong>, select <strong>Merge.</strong></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 3</p> </div> <p>Select the main profile you want to keep, all other profiles will be merged into the main profile and deleted.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.38.00-PM.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33695 size-full" title="Screen Shot 2024-12-05 at 2.38.00 PM" src="//support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.38.00-PM.png" alt="Screen Shot 2024 12 05 at 2.38.00 PM" width="563" height="510" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.38.00-PM.png 563w, https://support.hubstaff.com/wp-content/uploads/2024/10/Screen-Shot-2024-12-05-at-2.38.00-PM-300x272.png 300w" sizes="(max-width: 563px) 100vw, 563px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 4</p> </div> <p>Confirm the merge.</p> <div class="text-md">This action cannot be undone. All merged computers will be moved to the selected main profile. Merged profiles, along with any existing time tracking data, will be removed. Time tracking data from the main profile will still exist.</div> <p> </p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/hubstaff-corporate-app-setup/">Hubstaff Corporate App Setup</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></content:encoded> </item> <item> <title>How to retry integration sync manually</title> <link>https://support.hubstaff.com/how-to-retry-integration-sync-manually/</link> <dc:creator><![CDATA[]]></dc:creator> <pubDate>Tue, 22 Oct 2024 05:30:17 +0000</pubDate> <category><![CDATA[Hubstaff]]></category> <category><![CDATA[Integrations]]></category> <category><![CDATA[Settings]]></category> <category><![CDATA[manual]]></category> <category><![CDATA[projects]]></category> <category><![CDATA[re-sync]]></category> <category><![CDATA[resync]]></category> <category><![CDATA[retry]]></category> <category><![CDATA[sync]]></category> <category><![CDATA[synchronization]]></category> <category><![CDATA[synchronize]]></category> <category><![CDATA[tasks]]></category> <guid isPermaLink="false">https://support.hubstaff.com/?p=33148</guid> <description><![CDATA[<p>When we retry an integration sync manually, Hubstaff will fetch the newly created tasks and/or projects linked to your integration. To do this, navigate to any of the three areas of the Hubstaff dashboard: Table of contents Retry sync via the Integrations page Retry sync via the Projects page Retry sync via the Tasks page …</p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/how-to-retry-integration-sync-manually/">How to retry integration sync manually</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></description> <content:encoded><![CDATA[<p>When we retry an integration sync manually, Hubstaff will fetch the newly created tasks and/or projects linked to your integration.</p> <p>To do this, navigate to any of the three areas of the Hubstaff dashboard:</p> <hr /> <p><strong>Table of contents</strong></p> <ul> <li><a href="#integrations">Retry sync via the Integrations page</a></li> <li><a href="#projects">Retry sync via the Projects page</a></li> <li><a href="#tasks">Retry sync via the Tasks page</a></li> </ul> <hr /> <h2 id="integrations">Retry sync via the Integrations page</h2> <p>To sync new projects in the integration, follow this guide:</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>Navigate to <strong>Settings</strong> > <strong>Integrations</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2015/11/settings_integrations.png"><img decoding="async" loading="lazy" class=" wp-image-25249" title="settings_integrations" src="//support.hubstaff.com/wp-content/uploads/2015/11/settings_integrations.png" alt="menu settingspolicies integrations" width="277" height="270" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Click on the integration name.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/integration_name.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-33151" title="integration_name" src="//support.hubstaff.com/wp-content/uploads/2024/10/integration_name-1024x68.png" alt="integration name" width="803" height="53" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/integration_name-1024x68.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/10/integration_name-300x20.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/10/integration_name-768x51.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/10/integration_name-1536x101.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/10/integration_name.png 1786w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 3</p> </div> <p>Click on the <strong>Sync</strong> button to fetch new projects.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/sync_new_trello_boards.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-33152" title="sync_new_trello_boards" src="//support.hubstaff.com/wp-content/uploads/2024/10/sync_new_trello_boards-1024x381.png" alt="sync new trello boards" width="803" height="299" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/sync_new_trello_boards-1024x381.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/10/sync_new_trello_boards-300x112.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/10/sync_new_trello_boards-768x285.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/10/sync_new_trello_boards-1536x571.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/10/sync_new_trello_boards.png 1840w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <div class="well well-sm"><i class="fa fa-info-circle support-fa"></i>You can refresh a project once every 15 minutes.</div> <hr /> <h2 id="projects">Retry sync via the Projects page</h2> <p>You can retry synchronization to see new projects in an integration from the <strong>Projects</strong> page. To do this, follow this guide:</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>Navigate to the <strong>Project Management</strong> > <strong>Projects</strong> section on the sidebar.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/project_management_projects_menu.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33111" title="project_management_projects_menu" src="//support.hubstaff.com/wp-content/uploads/2024/10/project_management_projects_menu.png" alt="project management projects menu" width="261" height="129" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/project_management_projects_menu.png 526w, https://support.hubstaff.com/wp-content/uploads/2024/10/project_management_projects_menu-300x148.png 300w" sizes="(max-width: 261px) 100vw, 261px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Choose the project with the linked integration (the integration’s icon will appear next to the project name), then click the <strong>Sync</strong> [integration name] <strong>project</strong> button.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/sync_new_integration_projects.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-33150" title="sync_new_integration_projects" src="//support.hubstaff.com/wp-content/uploads/2024/10/sync_new_integration_projects-1024x228.png" alt="sync new integration projects" width="803" height="179" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/sync_new_integration_projects-1024x228.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/10/sync_new_integration_projects-300x67.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/10/sync_new_integration_projects-768x171.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/10/sync_new_integration_projects-1536x342.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/10/sync_new_integration_projects.png 1852w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <div class="well well-sm"><i class="fa fa-info-circle support-fa"></i>You can refresh a project once every 15 minutes.</div> <hr /> <h2 id="tasks">Retry sync via the Tasks page</h2> <p>To retry sync via the Tasks page, follow this guide:</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>Navigate to the <strong>Project Management</strong> > <strong>Tasks</strong> section on the sidebar.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2021/12/project-management_tasks.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-26760" title="project-management_tasks" src="//support.hubstaff.com/wp-content/uploads/2021/12/project-management_tasks.png" alt="project management tasks" width="238" height="182" /></a></p> <p> </p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Choose the project with the linked integration (the integration’s icon will appear next to the project name), then click the <strong>Sync</strong> [integration name] <strong>project</strong> button.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/sync_trello_project_tasks.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-33149" title="sync_trello_project_tasks" src="//support.hubstaff.com/wp-content/uploads/2024/10/sync_trello_project_tasks-1024x528.png" alt="sync trello project tasks" width="803" height="414" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/sync_trello_project_tasks-1024x528.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/10/sync_trello_project_tasks-300x155.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/10/sync_trello_project_tasks-768x396.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/10/sync_trello_project_tasks-1536x793.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/10/sync_trello_project_tasks.png 1876w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <div class="well well-sm"><i class="fa fa-info-circle support-fa"></i>You can refresh a project once every 15 minutes.</div> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/how-to-retry-integration-sync-manually/">How to retry integration sync manually</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></content:encoded> </item> <item> <title>Project Limits (Members)</title> <link>https://support.hubstaff.com/member-limits/</link> <dc:creator><![CDATA[]]></dc:creator> <pubDate>Thu, 03 Oct 2024 04:54:40 +0000</pubDate> <category><![CDATA[Hubstaff]]></category> <category><![CDATA[Project management]]></category> <category><![CDATA[Projects]]></category> <category><![CDATA[limit]]></category> <category><![CDATA[limits]]></category> <category><![CDATA[project]]></category> <category><![CDATA[project limit]]></category> <category><![CDATA[project limits]]></category> <category><![CDATA[user limit]]></category> <category><![CDATA[user limits]]></category> <guid isPermaLink="false">https://support.hubstaff.com/?p=33099</guid> <description><![CDATA[<p>Hubstaff allows you to set project limits, which is essential to guide run rates and set hard budgets for specific areas of your business. To set project limits, follow the guide below: This feature is available on the Team plan and higher. Table of contents Setting member limits for new projects Setting member limits for …</p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/member-limits/">Project Limits (Members)</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></description> <content:encoded><![CDATA[<p><script charset="ISO-8859-1" src="//fast.wistia.com/assets/external/E-v1.js" async></script></p> <div class="wistia_embed wistia_async_1gcrj067a6" style="height: 360px; width: 640px;"></div> <p>Hubstaff allows you to set project limits, which is essential to guide run rates and set hard budgets for specific areas of your business. To set project limits, follow the guide below:</p> <div class="well well-sm"><i class="fa fa-info-circle support-fa"></i>This feature is available on the <a href="http://hubstaff.com/pricing" target="_blank" rel="noopener">Team</a> plan and higher.</div> <hr /> <p><strong>Table of contents</strong></p> <ul> <li><a href="#member-new">Setting member limits for new projects</a></li> <li><a href="#member-old">Setting member limits for existing projects</a></li> </ul> <hr /> <h2 id="member-new">Setting member limits for new projects</h2> <p>To set project limits for a new project:</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>Navigate to <strong>Project management</strong> > <strong>Projects</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/project_management_projects_menu.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33111" title="project_management_projects_menu" src="//support.hubstaff.com/wp-content/uploads/2024/10/project_management_projects_menu.png" alt="project management projects menu" width="271" height="134" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/project_management_projects_menu.png 526w, https://support.hubstaff.com/wp-content/uploads/2024/10/project_management_projects_menu-300x148.png 300w" sizes="(max-width: 271px) 100vw, 271px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Click on <strong>Add project</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2014/02/add_project_button.png"><img decoding="async" loading="lazy" class="alignnone wp-image-31826" title="add_project_button" src="//support.hubstaff.com/wp-content/uploads/2014/02/add_project_button.png" alt="add project button" width="137" height="55" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 3</p> </div> <p>Make sure to fill in information on each of the tabs, then:</p> <ol> <li>Go to the <strong>Budgets & limits</strong> tab.</li> <li>Click on <strong>Member limits</strong>.</li> <li>Set the notification setting at a specific percentage, and/or whether to notify project members when they’ve hit the limit warning threshold.</li> <li>Choose the team members affected by the limit.</li> <li>Choose the limit type (Cost/Hours).</li> <li>Choose whether the limit is based on bill/pay rates (when cost is selected).</li> <li>Input the Cost (or hour) limit.</li> <li>Choose the Reset type (never/weekly/monthly).</li> <li>Choose the Reset parameter.</li> <li>Hit Save.</li> </ol> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/new_project_member_limits.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33112" title="new_project_member_limits" src="//support.hubstaff.com/wp-content/uploads/2024/10/new_project_member_limits-759x1024.png" alt="new project member limits" width="550" height="742" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/new_project_member_limits-759x1024.png 759w, https://support.hubstaff.com/wp-content/uploads/2024/10/new_project_member_limits-222x300.png 222w, https://support.hubstaff.com/wp-content/uploads/2024/10/new_project_member_limits-768x1036.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/10/new_project_member_limits-1139x1536.png 1139w, https://support.hubstaff.com/wp-content/uploads/2024/10/new_project_member_limits.png 1176w" sizes="(max-width: 550px) 100vw, 550px" /></a></p> <p>Your project limit is now good to go!</p> <hr /> <h2 id="member-old">Setting member limits for existing projects</h2> <p>To set limits for existing projects:</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>Navigate to <strong>Project management</strong> > <strong>Projects</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/project_management_projects_menu.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33111" title="project_management_projects_menu" src="//support.hubstaff.com/wp-content/uploads/2024/10/project_management_projects_menu.png" alt="project management projects menu" width="271" height="134" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/project_management_projects_menu.png 526w, https://support.hubstaff.com/wp-content/uploads/2024/10/project_management_projects_menu-300x148.png 300w" sizes="(max-width: 271px) 100vw, 271px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>On the far right side, next to the project name, click on <strong>Actions </strong>> <strong>Edit project </strong>or <strong>Edit budget</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/actions_edit_project.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-33113" title="actions_edit_project" src="//support.hubstaff.com/wp-content/uploads/2024/10/actions_edit_project-1024x430.png" alt="actions edit project" width="803" height="337" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/actions_edit_project-1024x430.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/10/actions_edit_project-300x126.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/10/actions_edit_project-768x322.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/10/actions_edit_project-1536x645.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/10/actions_edit_project.png 1834w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 3</p> </div> <ol> <li>Go to the <strong>Budgets & limits</strong> tab.</li> <li>Click on <strong>Member limits</strong>.</li> <li>Set the notification setting at a specific percentage, and/or whether to notify project members when they’ve hit the limit warning threshold.</li> <li>Choose the team members affected by the limit.</li> <li>Choose the limit type (Cost/Hours).</li> <li>Choose whether the limit is based on bill/pay rates (when cost is selected).</li> <li>Input the Cost (or hour) limit.</li> <li>Choose the Reset type (never/weekly/monthly).</li> <li>Choose the Reset parameter.</li> <li>Hit Save.</li> </ol> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/10/new_project_member_limits.png"><img decoding="async" loading="lazy" class="alignnone wp-image-33112" title="new_project_member_limits" src="//support.hubstaff.com/wp-content/uploads/2024/10/new_project_member_limits-759x1024.png" alt="new project member limits" width="550" height="742" srcset="https://support.hubstaff.com/wp-content/uploads/2024/10/new_project_member_limits-759x1024.png 759w, https://support.hubstaff.com/wp-content/uploads/2024/10/new_project_member_limits-222x300.png 222w, https://support.hubstaff.com/wp-content/uploads/2024/10/new_project_member_limits-768x1036.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/10/new_project_member_limits-1139x1536.png 1139w, https://support.hubstaff.com/wp-content/uploads/2024/10/new_project_member_limits.png 1176w" sizes="(max-width: 550px) 100vw, 550px" /></a></p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/member-limits/">Project Limits (Members)</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></content:encoded> </item> <item> <title>How to read your Hubstaff subscription’s invoice</title> <link>https://support.hubstaff.com/how-to-read-your-hubstaff-subscriptions-invoice/</link> <dc:creator><![CDATA[]]></dc:creator> <pubDate>Mon, 12 Aug 2024 17:12:39 +0000</pubDate> <category><![CDATA[Billing]]></category> <category><![CDATA[Hubstaff]]></category> <category><![CDATA[Settings]]></category> <category><![CDATA[bill]]></category> <category><![CDATA[billing]]></category> <category><![CDATA[billing history]]></category> <category><![CDATA[invoice]]></category> <category><![CDATA[invoices]]></category> <category><![CDATA[manage billing]]></category> <category><![CDATA[read]]></category> <category><![CDATA[subscription]]></category> <category><![CDATA[subscriptions]]></category> <guid isPermaLink="false">https://support.hubstaff.com/?p=32831</guid> <description><![CDATA[<p>Hubstaff offers a Per-seat subscription pricing model. Click here to learn more about it. It’s important to understand how to read your bill to identify what you are being charged for and why. In this article, we will cover the information included in the invoice, the itemized charges (line items), common terms, and ways to …</p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/how-to-read-your-hubstaff-subscriptions-invoice/">How to read your Hubstaff subscription’s invoice</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></description> <content:encoded><![CDATA[<div class="well well-sm"><i class="fa fa-info-circle support-fa"></i>Hubstaff offers a Per-seat subscription pricing model. Click <a href="https://support.hubstaff.com/per-seat-pricing/">here</a> to learn more about it.</div> <p>It’s important to understand how to read your bill to identify what you are being charged for and why. In this article, we will cover the information included in the invoice, the itemized charges (line items), common terms, and ways to ensure that you are not surprised the next time you review your bill.</p> <h2>Understanding your bill</h2> <p> </p> <p><script src="https://fast.wistia.com/embed/medias/j5j064gclq.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script></p> <div class="wistia_responsive_padding" style="padding: 56.25% 0 0 0; position: relative;"> <div class="wistia_responsive_wrapper" style="height: 100%; left: 0; position: absolute; top: 0; width: 100%;"> <div class="wistia_embed wistia_async_j5j064gclq seo=true videoFoam=true" style="height: 100%; position: relative; width: 100%;"> <div class="wistia_swatch" style="height: 100%; left: 0; opacity: 0; overflow: hidden; position: absolute; top: 0; transition: opacity 200ms; width: 100%;"><img decoding="async" style="filter: blur(5px); height: 100%; object-fit: contain; width: 100%;" src="https://fast.wistia.com/embed/medias/j5j064gclq/swatch" alt="" aria-hidden="true" /></div> </div> </div> </div> <p> </p> <h2>Key components of an invoice</h2> <p> </p> <ol> <li><strong>Invoice number – </strong>It’s a unique, sequential code that identifies your invoice.</li> <li><strong>Billing information</strong> – Any data that identifies the invoice’s receiver such as company name, recipient’s full name, billing address, VAT, etc.</li> <li><strong>Line item description</strong> – An item that describes any service or add-on billed in the invoice.</li> <li><strong>Quantity</strong> – Number of units you are being billed.</li> <li><strong>Unit price</strong> -The price of a single item.</li> <li><strong>Unit total</strong> – Quantity * Unit price.</li> <li><strong>Tax</strong> – If applicable to you, this is the sales tax amount imposed.</li> <li><strong>Invoice total amounts</strong> – In this section, you will find the invoice’s total amount due. If the invoice has already been paid in full, you will see the total amount paid. If it was partially paid, you will see an amount remaining.</li> </ol> <p> </p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/08/InvoiceComponents.png"><img decoding="async" loading="lazy" class="alignnone wp-image-32834 size-full" title="Invoice Components" src="//support.hubstaff.com/wp-content/uploads/2024/08/InvoiceComponents.png" alt="Invoice Components" width="1313" height="952" srcset="https://support.hubstaff.com/wp-content/uploads/2024/08/InvoiceComponents.png 1313w, https://support.hubstaff.com/wp-content/uploads/2024/08/InvoiceComponents-300x218.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/08/InvoiceComponents-1024x742.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/08/InvoiceComponents-768x557.png 768w" sizes="(max-width: 1313px) 100vw, 1313px" /></a></p> <p> </p> <h2>Common terms and jargon</h2> <p> </p> <div id="accordion-67f566bec4739" class="panel-group accordion-group"> <div class="panel panel-primary"> <div class="panel-heading"> <h4 class="panel-title"><a href="#accordion-67f566bec4739" data-toggle="collapse" data-parent="#accordion-67f566bec4739">Click here for a video overview</a></h4> </div> <div id="accordion-67f566bec4739" class="panel-collapse collapse"> <div class="panel-body"></div> </div> </div> <div class="panel panel-primary"> <div class="panel-heading"> <h4 class="panel-title"><a href="#accordion-67f566bec47391" data-toggle="collapse" data-parent="#accordion-67f566bec4739">Seats</a></h4> </div> <div id="accordion-67f566bec47391" class="panel-collapse collapse in"> <div class="panel-body"> A “seat” in Hubstaff is essentially a spot or slot that allows a member to be added to your organization in Hubstaff. Each member of your team will occupy a paid seat in your subscription. Removing members from your subscription will leave their seats open until you add another member before the end of the billing cycle. We charge a minimum of 2 seats per paid plan. For more information on our per-seat subscription model, click <a href="https://support.hubstaff.com/per-seat-pricing/">here</a>. </div> </div> </div> <div class="panel panel-primary"> <div class="panel-heading"> <h4 class="panel-title"><a href="#accordion-67f566bec47392" data-toggle="collapse" data-parent="#accordion-67f566bec4739" class="collapsed">Add-ons</a></h4> </div> <div id="accordion-67f566bec47392" class="panel-collapse collapse"> <div class="panel-body"> Add-ons in Hubstaff are additional paid services that you can add to your subscription. They are charged at a specific price per seat. Depending on your plan, some may be included at no extra cost:</p> <ul> <li><a href="https://support.hubstaff.com/hubstaff-insights-add-on/">Hubstaff Insights add-on</a></li> <li><a href="https://support.hubstaff.com/hubstaff-tasks-add-on-for-hubstaff-time-tracking/">Hubstaff Tasks add-on</a></li> <li><a href="https://support.hubstaff.com/hubstaff-locations-add-on/">Locations add-on</a></li> <li><a href="https://support.hubstaff.com/more-screenshots-add-on/">More screenshots add-on</a></li> <li><a href="https://support.hubstaff.com/hubstaff-corporate-add-on/">Hubstaff Corporate add-on</a></li> <li><a href="https://support.hubstaff.com/hubstaff-data-retention-add-on/">Hubstaff Data Retention Add-on</a></li> </ul> </div> </div> </div> <div class="panel panel-primary"> <div class="panel-heading"> <h4 class="panel-title"><a href="#accordion-67f566bec47393" data-toggle="collapse" data-parent="#accordion-67f566bec4739" class="collapsed">Proration</a></h4> </div> <div id="accordion-67f566bec47393" class="panel-collapse collapse"> <div class="panel-body"> A proration in Hubstaff is a form of billing or invoicing customers based on the proportion of the used service. Hubstaff does not do any proration on monthly plans. For quarterly and yearly plans, Hubstaff will prorate all paid seats added based on the time when they were added in the billing cycle. If members are removed, their seats will remain open. No credits or refunds will be given. </div> </div> </div> <div class="panel panel-primary"> <div class="panel-heading"> <h4 class="panel-title"><a href="#accordion-67f566bec47394" data-toggle="collapse" data-parent="#accordion-67f566bec4739" class="collapsed">Billing cycle</a></h4> </div> <div id="accordion-67f566bec47394" class="panel-collapse collapse"> <div class="panel-body"> A billing cycle in Hubstaff is your plan’s duration which can be monthly, quarterly, or annually. </div> </div> </div> <div class="panel panel-primary"> <div class="panel-heading"> <h4 class="panel-title"><a href="#accordion-67f566bec47395" data-toggle="collapse" data-parent="#accordion-67f566bec4739" class="collapsed">Credit note</a></h4> </div> <div id="accordion-67f566bec47395" class="panel-collapse collapse"> <div class="panel-body"> A credit note in Hubstaff is an amount that is deducted from an unpaid invoice to reduce the payment due. It can also be used to adjust a credit toward future purchases. </div> </div> </div> <div class="panel panel-primary"> <div class="panel-heading"> <h4 class="panel-title"><a href="#accordion-67f566bec47396" data-toggle="collapse" data-parent="#accordion-67f566bec4739" class="collapsed">Refund</a></h4> </div> <div id="accordion-67f566bec47396" class="panel-collapse collapse"> <div class="panel-body"> A refund in Hubstaff is the reimbursed money given back to you for a paid service. Normally, there will be no refunds given except for specific situations where our team deems it necessary and according to our policies. For more information, please review our <a href="https://hubstaff.com/refund-policy">Refund Policy</a>. </div> </div> </div> </div> <p> </p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/how-to-read-your-hubstaff-subscriptions-invoice/">How to read your Hubstaff subscription’s invoice</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></content:encoded> </item> <item> <title>Audit log report</title> <link>https://support.hubstaff.com/audit-log-report/</link> <dc:creator><![CDATA[]]></dc:creator> <pubDate>Thu, 18 Apr 2024 06:38:07 +0000</pubDate> <category><![CDATA[Hubstaff]]></category> <category><![CDATA[Reports]]></category> <category><![CDATA[audit]]></category> <category><![CDATA[audit log]]></category> <category><![CDATA[audit logs]]></category> <category><![CDATA[changes]]></category> <category><![CDATA[history]]></category> <category><![CDATA[log]]></category> <category><![CDATA[Logs]]></category> <category><![CDATA[report]]></category> <category><![CDATA[reports]]></category> <guid isPermaLink="false">https://support.hubstaff.com/?p=31213</guid> <description><![CDATA[<p>The audit log report shows a history of key activities that occurred within the organization. This report is part of the Hubstaff People beta release and may not be available unless the add-on is purchased. Step 1 To generate the audit log report, first navigate to Reports > All reports. Step 2 Click on Audit …</p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/audit-log-report/">Audit log report</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></description> <content:encoded><![CDATA[<p>The audit log report shows a history of key activities that occurred within the organization.</p> <div class="well well-sm"><i class="fa fa-info-circle support-fa"></i>This report is part of the Hubstaff People beta release and may not be available unless the add-on is purchased.</div> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>To generate the audit log report, first navigate to <strong>Reports</strong> > <strong>All reports</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2022/01/reports_all_reports.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-26885" title="reports_all_reports" src="//support.hubstaff.com/wp-content/uploads/2022/01/reports_all_reports.png" alt="reports all reports" width="238" height="124" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Click on <strong>Audit log</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/04/audit-log-report.png"><img decoding="async" loading="lazy" class="alignnone wp-image-31216" title="audit-log-report" src="//support.hubstaff.com/wp-content/uploads/2024/04/audit-log-report.png" alt="audit log report" width="290" height="107" srcset="https://support.hubstaff.com/wp-content/uploads/2024/04/audit-log-report.png 558w, https://support.hubstaff.com/wp-content/uploads/2024/04/audit-log-report-300x111.png 300w" sizes="(max-width: 290px) 100vw, 290px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 3</p> </div> <p>The report will include the following columns:</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/04/audit_log_report_sample.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-31215" title="audit_log_report_sample" src="//support.hubstaff.com/wp-content/uploads/2024/04/audit_log_report_sample-1024x596.png" alt="audit log report sample" width="803" height="467" srcset="https://support.hubstaff.com/wp-content/uploads/2024/04/audit_log_report_sample-1024x596.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/04/audit_log_report_sample-300x175.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/04/audit_log_report_sample-768x447.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/04/audit_log_report_sample-1536x894.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/04/audit_log_report_sample-2048x1192.png 2048w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <ul> <li><strong>Author</strong> – the user who made changes.</li> <li><strong>Time</strong> – includes the date/time the action was done.</li> <li><strong>Action</strong> – shows the type of action performed.</li> <li><strong>Object</strong> – shows the object in which the action was performed, for example, changing the team members will fall under the “Team” object category.</li> <li><strong>Member</strong> – shows the team members affected by the change.</li> <li><strong>Detail</strong> – indicates the exact details of what has changed.</li> </ul> <p> </p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 4</p> </div> <p>You can also filter the report by each column parameter:</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/04/audit_log_report_filters.png"><img decoding="async" loading="lazy" class="alignnone wp-image-31217" title="audit_log_report_filters" src="//support.hubstaff.com/wp-content/uploads/2024/04/audit_log_report_filters-428x1024.png" alt="audit log report filters" width="293" height="701" srcset="https://support.hubstaff.com/wp-content/uploads/2024/04/audit_log_report_filters-428x1024.png 428w, https://support.hubstaff.com/wp-content/uploads/2024/04/audit_log_report_filters-125x300.png 125w, https://support.hubstaff.com/wp-content/uploads/2024/04/audit_log_report_filters.png 616w" sizes="(max-width: 293px) 100vw, 293px" /></a></p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/audit-log-report/">Audit log report</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></content:encoded> </item> <item> <title>Github Integration for Hubstaff Insights</title> <link>https://support.hubstaff.com/github-integration-for-hubstaff-insights/</link> <dc:creator><![CDATA[]]></dc:creator> <pubDate>Wed, 13 Mar 2024 05:25:50 +0000</pubDate> <category><![CDATA[To-dos]]></category> <category><![CDATA[average review request]]></category> <category><![CDATA[average review requests]]></category> <category><![CDATA[average TTM]]></category> <category><![CDATA[connect]]></category> <category><![CDATA[github]]></category> <category><![CDATA[Hubstaff]]></category> <category><![CDATA[insights]]></category> <category><![CDATA[integration]]></category> <category><![CDATA[time to first review]]></category> <category><![CDATA[time to merge]]></category> <category><![CDATA[TTM]]></category> <category><![CDATA[TTM 95th percentile]]></category> <guid isPermaLink="false">https://support.hubstaff.com/?p=31131</guid> <description><![CDATA[<p>Hubstaff now offers our new Github integration specifically for Hubstaff Insights. When you connect your Github repository into Hubstaff Insights, you will be able to view the following data: Throughput Average review requests Time to first review Average TTM (Time to merge) TTM (Time to merge) 95th percentile Context switching Review turnaround Contributor data Here’s …</p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/github-integration-for-hubstaff-insights/">Github Integration for Hubstaff Insights</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></description> <content:encoded><![CDATA[<p>Hubstaff now offers our new Github integration specifically for Hubstaff Insights.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/03/GitHub_sample_page.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-32000" title="GitHub_sample_page" src="//support.hubstaff.com/wp-content/uploads/2024/03/GitHub_sample_page-1024x751.png" alt="GitHub sample page" width="803" height="589" srcset="https://support.hubstaff.com/wp-content/uploads/2024/03/GitHub_sample_page-1024x751.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/03/GitHub_sample_page-300x220.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/03/GitHub_sample_page-768x563.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/03/GitHub_sample_page-1536x1127.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/03/GitHub_sample_page.png 1786w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <p>When you connect your Github repository into Hubstaff Insights, you will be able to view the following data:</p> <ol> <li>Throughput</li> <li>Average review requests</li> <li>Time to first review</li> <li>Average TTM (Time to merge)</li> <li>TTM (Time to merge) 95th percentile</li> <li>Context switching</li> <li>Review turnaround</li> <li>Contributor data</li> </ol> <hr /> <p>Here’s how you can connect your Github integration into Hubstaff Insights:</p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>Navigate to <strong>Insights</strong> on the sidebar menu.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2022/01/insights_menu.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-26922" title="insights_menu" src="//support.hubstaff.com/wp-content/uploads/2022/01/insights_menu.png" alt="insights menu" width="215" height="41" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Click on the <strong>Output</strong> tab, then <strong>Add Github integration</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/03/hubstaff_insights_add_github_integration.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-31134" title="hubstaff_insights_add_github_integration" src="//support.hubstaff.com/wp-content/uploads/2024/03/hubstaff_insights_add_github_integration-1024x716.png" alt="hubstaff insights add github integration" width="803" height="561" srcset="https://support.hubstaff.com/wp-content/uploads/2024/03/hubstaff_insights_add_github_integration-1024x716.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/03/hubstaff_insights_add_github_integration-300x210.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/03/hubstaff_insights_add_github_integration-768x537.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/03/hubstaff_insights_add_github_integration-1536x1074.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/03/hubstaff_insights_add_github_integration.png 1600w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 3</p> </div> <p>Choose the <strong>Github</strong> organization you wish to connect.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/03/github_choose_repository.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-31138" title="github_choose_repository" src="//support.hubstaff.com/wp-content/uploads/2024/03/github_choose_repository-1024x328.png" alt="github choose repository" width="803" height="257" srcset="https://support.hubstaff.com/wp-content/uploads/2024/03/github_choose_repository-1024x328.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_choose_repository-300x96.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_choose_repository-768x246.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_choose_repository-1536x493.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_choose_repository-2048x657.png 2048w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_choose_repository.png 1600w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <p> </p> <p> </p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 4</p> </div> <p>Choose the <strong>Github repository</strong>, then click <strong>Next</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/03/github_select_repository.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-31136" title="github_select_repository" src="//support.hubstaff.com/wp-content/uploads/2024/03/github_select_repository-1024x352.png" alt="github select repository" width="803" height="276" srcset="https://support.hubstaff.com/wp-content/uploads/2024/03/github_select_repository-1024x352.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_select_repository-300x103.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_select_repository-768x264.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_select_repository-1536x528.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_select_repository-2048x704.png 2048w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_select_repository.png 1600w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 5</p> </div> <p>Choose which <strong>users</strong> you’d like to connect, then click <strong>Finish</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/03/github_select_users.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-31135" title="github_select_users" src="//support.hubstaff.com/wp-content/uploads/2024/03/github_select_users-1024x359.png" alt="github select users" width="803" height="282" srcset="https://support.hubstaff.com/wp-content/uploads/2024/03/github_select_users-1024x359.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_select_users-300x105.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_select_users-768x269.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_select_users-1536x539.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_select_users-2048x718.png 2048w, https://support.hubstaff.com/wp-content/uploads/2024/03/github_select_users.png 1600w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 6</p> </div> <p>Once you’re done, you will be taken back to the <strong>Insights</strong> > <strong>Output</strong> page with the Github details.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/03/Screenshot-2024-03-13-at-1.07.20 PM.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-31133" title="Github_insights" src="//support.hubstaff.com/wp-content/uploads/2024/03/Screenshot-2024-03-13-at-1.07.20 PM-1024x646.png" alt="Github_insights" width="803" height="507" srcset="https://support.hubstaff.com/wp-content/uploads/2024/03/Screenshot-2024-03-13-at-1.07.20 PM-1024x646.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/03/Screenshot-2024-03-13-at-1.07.20 PM-300x189.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/03/Screenshot-2024-03-13-at-1.07.20 PM-768x484.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/03/Screenshot-2024-03-13-at-1.07.20 PM-1536x968.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/03/Screenshot-2024-03-13-at-1.07.20 PM.png 1764w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <p>Here is a sample GitHub page with data:</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2024/03/insights_output_github.png"><img decoding="async" loading="lazy" class="alignnone size-large wp-image-31964" title="insights_output_github" src="//support.hubstaff.com/wp-content/uploads/2024/03/insights_output_github-1024x997.png" alt="insights output github" width="803" height="782" srcset="https://support.hubstaff.com/wp-content/uploads/2024/03/insights_output_github-1024x997.png 1024w, https://support.hubstaff.com/wp-content/uploads/2024/03/insights_output_github-300x292.png 300w, https://support.hubstaff.com/wp-content/uploads/2024/03/insights_output_github-768x748.png 768w, https://support.hubstaff.com/wp-content/uploads/2024/03/insights_output_github-1536x1496.png 1536w, https://support.hubstaff.com/wp-content/uploads/2024/03/insights_output_github-2048x1995.png 2048w" sizes="(max-width: 803px) 100vw, 803px" /></a></p> <p>The post <a rel="nofollow" href="https://support.hubstaff.com/github-integration-for-hubstaff-insights/">Github Integration for Hubstaff Insights</a> appeared first on <a rel="nofollow" href="https://support.hubstaff.com">Hubstaff Support</a>.</p> ]]></content:encoded> </item> </channel> </rss>