Now you can update your team member details using the import CSV option. Making it easier to bulk upload/ edit your member list into your Hubstaff organization.
Step 1
First, navigate to People > Members.
Step 2
On the Members page, click on the Batch actions and then Import list to bulk update.
Step 3
On the new pop-up window, click on the Update all members button.
Step 4
On the dialog box, put a checkmark on the fields (columns) that you want to update.
Available columns
- Member info (+ custom fields)
- OS
- Username
- Employee ID
- Birthday
- Work address
- Home address
- Personal email
- Work phone
- Personal phone
- Employment info
- Job title
- Job type
- Department
- Employment type
- In-office / Remote
- Employed through
- Name of EOR
- Account code
- Tax info
- Tax type
- Start date
- End date
- Termination reason
- Employment comments
- Teams
- Project & Roles
- Organization role
- Add member to new project as
- Projects as a User
- Projects as a Manager
- Projects as a Viewer
- Pay/ Bill
- Require timesheet approval?
- Pay period
- Pay type
- Hourly pay rate
- Fixed pay amount
- Hourly bill rate
- Work hours
- Use shifts to set work allowance limits?
- Daily limits (hrs)
- Weekly limits (hrs)
- Settings
- Able to track time?
- Able to modify time?
- Allowed apps
- Idle time out
- Keep idle time
Step 5
In your download folder, there will be 2 files that will be downloaded.
- ChangeSheet.csv – This is the file that you need to update
- ReferenceSheet.csv – You can refer to this file for the inputs that should be added per column
On the import window select Browse files and once uploaded click Import.
Step 6
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 changes you’re attempting to import.
Below is a sample email upon completion of the import.
Step 7
Now, you can see the changes on the Members page.
