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 for your team across the entire organization
- How to set up pay and bill rates for your team on a per project level
- Sorting members by pay rates
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.
Step 2
Click the pencil icon under the Payment column.
Step 3
A new page will pop up where you can edit the pay 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 section. This is the amount you would use to bill clients. Add date from which the pay rate will be applied in the Effective date field.
Once done, click Save to confirm your changes.
How to set up pay and bill rates for your team on a per-project level
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.
Step 2
Next, click the name of the project on where you want to add/edit the rates.
Step 3
Once the project page is open, click the pencil icon under the pay rate/bill rate column.
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.
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.
