How to set different pay rates/ bill rates for users assigned on different projects?

Organization owners can set different pay rates and bill rates per user in Hubstaff on both the organization and project levels. Setting rates on the organization level would apply the same rate across all projects while setting rates on the project level will apply that rate to the specific project. This is especially useful when certain projects are billed using a different rate.


Table of contents


How to set up pay and bill rates for your team across the entire organization

Step 1

To begin, select the Members option from People section on the main navigation menu.

menu people members

Step 2

Click the pencil icon under the Payment column.

members payment edit pencil

Step 3

A new page will pop up, where you can edit the pay rate and bill rate of your team member.

edit member payment

Enter your team member’s hourly rate into the pay rate field. Enter the rate you wish to use for invoicing purposes in the bill rate field. This is the amount you would use to bill clients.

Once done, click Save to confirm your changes.


How to set up pay and bill rates for your team on a per-project level

The pay rate and bill rate added on the Members page is the default rate of the user if no rates are added on specific projects.
Once a project is given a specific rate that will override the rate added on the Members page.

Step 1

First, select the Projects option from the Project Management section on the main navigation menu.

sidebar menu project management projects item

Step 2

Next, click the name of the project on where you want to add/edit the rates.

project select

Step 3

Once the project page is open, click the pencil icon under the pay rate/bill rate column.

projectrate

Step 4

This will reveal a popup window, where you can edit the pay rate and bill rate of your team member.

Enter your team member’s hourly rate into the PAY RATE field. Enter the rate you wish to use for invoicing purposes in the BILL RATE field. This is the amount you would use to bill clients.

Finally, don’t forget to click Save to confirm your changes.

project edit rate

 


Sorting members by pay rates

You can sort the Members list under People by clicking on the Payment tab on the table. This will sort them from lowest to highest or vice-versa.

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