Now you can import team members to Hubstaff via .CSV, .XLS, or .XLSX making it easier to bulk upload your member list into your Hubstaff organization. To do this, follow these steps:
Step 1
First, navigate to People > Members.
Step 2
On the projects page, click on the Import members button.
Step 3
On the dialog box, click on Download the template here to see the specific format prior to uploading your CSV file.
Step 4
Open the CSV file. The file will include these rows and columns:
- Member name
- Role
- Teams
- Projects
- Require timesheet approval
- Hourly Pay rate
- Pay period
| Name | Role | Teams | Projects | Require timesheet approval | Hourly Pay rate | Pay period | |
|---|---|---|---|---|---|---|---|
| FirstName LastName – Remove or change | test@email.com | Manager (User or Manager) | Team1,Team2 (This will assign existing teams, but not create new teams) | Project1,Project2 (This will assign existing projects, but not create new projects) | No (Yes or No) | 10 | Weekly (None, Weekly, Twice per month, Bi-weekly, Monthly) |
| FirstName2 LastName2 – Remove or change | email@example.com | User (User or Manager) | Team1 (This will assign existing team, but not create new team) | Project3 (This will assign existing project, but not create new project) | Yes (Yes or No) | 20 | Monthly (None, Weekly, Twice per month, Bi-weekly, Monthly) |
Replace the data with your member’s details and settings then save the CSV file.
Step 5
After editing the file, go back to the Import members dialog, then click on Browse files, or drag the CSV you just saved to the dialog box.
Step 6
After successfully uploading the CSV file, click Import.
Step 7
Finally, you’ll receive a notification that the file is being processed and you will get an email when ready.
This process usually takes a minute, but may increase depending on the number of members you’re attempting to import.
Below is a sample email upon completion of the import.
