General
How do I create a schedule for my employees in HiveDesk?
Follow these steps to create a new employee schedule in HiveDesk: Log in to the HiveDesk web app Click on Settings in the left-and navigation and select the General tab on the settings page Toggle the Schedule switch to On Click Schedule > Shift in ...
I want an employee to be able to edit her timesheet. How do I give her the permission?
You can give permission to edit timesheet at the project level. If the team member is working on multiple projects, you'll need to give timesheet edit permission separately for each project. Click Projects > Active projects in the left-hand ...
Is there a way for the team to communicate within HiveDesk rather than use a separate project tracking platform?
Currently, HiveDesk does not support chat functionality between team members. However, a team member can add comments in the HiveDesk desktop application. This comment can be seen by the account owner.
I sent an invite to a team member whose status is now "Invitation Pending Team Members." How can I delete this invitation? I see an option to delete a user who's already active, but not to delete an invitation.
You can delete invitations for a specific project. To delete pending invitation for a project, click Projects > Active in the left hand navigation. Click on the project with the pending invitation to the employee. Then click Team members in the top ...
Do you have a tutorial video that can explain some of the benefits and features available with HiveDesk?
We do not have a video but you can read about features on the Features page here: https://www.hivedesk.com/features/ You can also read the user guides that provide more detail on HiveDesk's features. Admin guide - ...
How do I change a team member's email address?
You cannot change the email address of a team member. But the team member can change it by following these steps: Log into HiveDesk web application at app.hivedesk.com Click Settings > General in the left hand navigation column Enter new Email ...
How can I delete a team member from a project?
Follow these steps to remove a team member from a project: Click Projects > Active in the left hand navigation panel Click the project name from where you want to remove the team member On the Project page, click Team members in the top navigation ...
How do I restrict a manager from seeing hourly wages?
Currently, all managers are able to see hourly wages. You can restrict access at the project level, not your account level. If you don't want a manager to see the hourly rates, demote him/her to a team member. Then promote the person to manager role ...
How do I create and assign tasks to an employee?
Follow these steps to create and assign tasks to team members: Click Projects > Active in the left hand navigation. Click on the project for which you want to create tasks. On the project details page, click Tasks List in the top menu. Then click + ...
Is it possible to delete screenshots taken from a team member’s machine?
The account owner cannot delete the screenshots of a team members. However, the members can delete their own screenshots, if you set this permission at the project level. Follow these steps to enable team members to delete screenshots taken on their ...
Where can I see the old screenshots and notes?
Follow these steps to see the older screenshots: Click on Projects >> Open Projects. Select the project name for which you want to check the screenshots. This will take you to the project detail page. Select the WorkSessions tab. Select the team ...
I have not received a PDF of my screenshot report to my email yet. Is there anything I should do?
For the larger PDF's it takes a while to generate the PDF. The system normally sends out the email once the process is complete. There could be a possibility of the email being delivered to your spam folder. You can also find the PDF in the “Reports ...
My employee forgot to log out. The system kept recording him as working. How can I see the true amount of time he worked?
You can edit the affected worksession via Worksession Edit feature. Follow these steps to edit the worksession: Click Team > Active in the left navigation menu Click on the three vertical dots on the card of the person whose worksession you want to ...
Where do I enter a new credit card number?
Follow these steps to update your credit card information: Log into your account. Click Settings > Billing in the left navigation menu. Click Update card button. You'll be taken to our billing solution provider Chargebee's site for updating the ...
How do I change my time zone in Hive Desk to match my team’s time zone?
You can change your time zone by logging into the HiveDesk web application and navigating to Settings > General. You'll see the time zone setting at the bottom of the profile page. Select the desired time zone and save the setting. Please note that ...
Can I see an Activity Level report for a WorkSession?
You can see the activity level for each work session of the member in the project detail page. Follow these steps to see this information: Click Timesheet > Summarized Timesheet in the left hand navigation menu. Select the Team member, Project and ...
Why am I seeing a different amount of activity on my account than what my employee sees on his?
This could be caused by different time zone settings for you and your team member. If this is the case, the missing time would have been shown on previous/next day based on your time zone. You can create the report in your team member's time zone and ...
How do I open an Archived project?
To open an archived project, navigate to the Reports > Archived page from the left navigation menu. You will see a list of archived projects. Click the Restore button to open the project again.
How do I archive an open project?
Only the account owner/admin or manager with sufficient privileges can archive an open project. To archive an open project, navigate to the Reports > Active page from the left navigation menu. Click on the three dots on the top right hand side of the ...
How do I promote a team member to manager?
Promoting a worker to manager is a way to delegate authority and responsibility. A manager can manage every aspect of a project - inviting team members, creating tasks, and running reports. You can promote a team member to a Manager role for all ...
How do I edit a project?
Only a Manager or Admin/Account Owner can edit a project. Click Projects > Open Projects in the left navigation menu. Click the Project you want to edit. Click Edit Project in the top navigation menu. Make desired changes and click Submit button to ...
How do I invite/add a new team member?
To invite or add a new team member: 1. Log into HiveDesk web portal and click Team in the left hand menu 2. Click Active under the Team menu option 3. Click the Add Member button in the top right hand corner of the screen 4. You will see the ...
How do I log into HiveDesk web application?
You can log into HiveDesk one of two ways: Click on the "Login" link in the upper right of the HiveDesk website. Go directly to https://office.hivedesk.com. Both options will take you to the HiveDesk login page. Enter the email address you used to ...
How do I delete a team member?
Please note that when you delete a team member, all time logs and screenshots of the team member will be deleted permanently. The data is not recoverable after deletion, so ensure you download or export any data you wish to keep before deleting a ...
How do I check when there is mouse activity?
While a worker is logged into the HiveDesk Client, it will check every minutes to see if there is any mouse or keyboard activity. If there is no mouse or keyboard activity for 60 seconds, it will be marked as idle time. The active time of a team ...
How do I change the frequency of screenshots?
When creating a new project: You can set the frequency of screenshot capture while creating a New Project under the section '2. Screenshot Control'. For existing projects: Click on the project name in the Projects > Open project menu. Then click ...