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Go in to the work roster you want to add payees to.
Click + Add Row in the bottom left corner of the work roster.
Complete the information in all required fields.
If the payee already exists in the payee database, validation will occur with the email address.
If the payee doesn’t already exist in the payee database, the payee will receive an email prompting them to complete onboarding.
Click on the Save button on the bottom right of the page.
Payee will receive a Registration Email to complete the onboarding - see Payee Registration Email to Complete Onboarding Processbelow for more information.
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Payee will be prompted to enter the following information:
Role (required)
Email Address (required)
Legal First Name (required)
Legal Last Name (required)
Phone Number (required)
Agree to Terms & Conditions
Complete OTP verification
Select US Federal Tax Information that applies
Gender
SSN
Confirm SSN
Date of Birth
Address (City, State, Zip)
Payment Method - check or direct deposit
If direct deposit: Account Type, Bank Routing Number, Bank Name, Bank Account Number are required
Submit
Click HERE for screen recording of the steps above.
Payee Registration Email
Payee will receive a Registration Email with their username and temporary password
Payee will login to their account using the credentials in the email. Payee will be prompted to change password. If the payee does not receive the email, they can go to 3step.vensure.com and click on Forgot Password to change password.
Once logged in, they will finish onboarding, including completing/signing required forms based on their role. All payees will complete/sign their W9 or W8 and the Terms & Conditions. Additional ICA may be required depending on role selected. Click HERE for additional information.
Click HERE for a screen recording of Payee view of QR code onboarding processthe steps above.
Payee Database Columns Explained
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