11 minutes

How To Set Up PayPal Payroll in Hubstaff

Hubstaff supports automatic and manual payments through PayPal.

This guide is for organization owners looking to connect their PayPal accounts to pay their team. If you are a user and want to connect your PayPal account to get paid, please see this guide.

PayPal

Follow the steps below to set up your PayPal payroll account:

Required steps before setting up:

Ensure the PayPal account is set up as a business account and that payouts are activated.
Fund account (it cannot pull funds from a bank account or credit card).
USD funds are needed in the PayPal balance.

Requesting PayPal Payouts Activation

For a list of supported countries click here.

1. Navigate to https://www.paypal-support.com/.
2. Click the Contact Us button.
3. Log in to your PayPal (Portal) account. If you don’t have a portal account you can click on “Log in with PayPal” to activate your portal account.
4. Fill in these details on the questionnaire, then hit the Submit button.
5. Sample email message to PayPal:
```
Hello,

I'm using Hubstaff to pay my team. They asked me to contact PayPal so I can get Payouts enabled for my account so I am able to use their system. Can you please enable Payouts for my [insert PayPal email ID] account?

Thanks
```

Setting up PayPal for Your Organization

Step 1

Navigate to Financials > Manage payroll > Payment Workflow > Hubstaff payment providers > Click the + icon under PayPal from the list of available providers. A pop-up will show up for you to confirm if you want to connect a PayPal account; hit Yes.

Step 2

Follow the on-screen instructions to authenticate or create your PayPal business account.

Step 3

You’ll be taken to the initial setup page. Once you’ve met the criteria for the setup, click the Connect button to continue.

Once you have connected your PayPal account, you should see the completion message and be taken back to the payment workflow page after pressing “Done”.

Step 4

Adjust the user’s pay rate by selecting the user and then clicking the Edit pay rate option in the actions toolbar.

Once the pay rate dialogue box appears, please enter the pay rate, pay type, and effective date, and then click Save. You will see the adjustment in the user’s pay info on the Member level settings.

Step 5

Adjust the user’s pay period by selecting the user and then click the three vertical menu dots on the actions tool bar. Click Edit pay period.

Once the pay period dialogue box appears, choose a pay period and then click Save. You will see the adjustment in the user’s pay info on the Member level settings.

Invite Members To Connect Their PayPal Accounts

Once you have connected PayPal, you can then follow the steps below to invite members to connect their PayPal accounts to the integration.

Step 1

Go to Financials > Manage Payroll > Member level settings.

Step 2

Select the members you want to invite and then click Manage Integrations in the action toolbar.

Step 3

In the Manage Primary Payout dialogue, select PayPal as the provider and the primary payout method and click Save.

Members will receive an email from Hubstaff with a link to enter their PayPal credentials. The integration status in the members table will update from invited to connected once they complete setup.

If you are receiving an error stating that your PayPal account is restricted and this is the reason for a payment failure, please contact PayPal support directly and inform them about the account restriction. That must be lifted before the payments will work in Hubstaff.

Payroll