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There are two options to add Payees to the Payee Database.

OPTION 1 - Manually add Payees from within the work roster.

  1. Go in to the work roster you want to add payees to.

  2. Click + Add Row in the bottom left corner of the work roster.

  3. Complete the information in all required fields.

    1. If the payee already exists in the payee database, validation will occur with the email address.

    2. If the payee doesn’t already exist in the payee database, the payee will receive an email prompting them to complete onboarding.

  4. Click on the Save button on the bottom right of the page.

  5. Payee will receive a Registration Email to complete the onboarding - see Payee Registration Email to Complete Onboarding Process below for more information.

OPTION 2 - Payees scan QR Code or use the QR Code Link onboarding link (link below).

View file
namePayee Onboarding URL's for Brands - Copy.xlsx

Each brand has a unique QR Code and onboarding link that can be shared with Payees to be added to the Payee Database.

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