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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 onboarding link (link below).

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

The QR Code can be found in work roster or by clicking on the Brand Data icon.

1. Payee will be prompted to enter the following information:

2. Request to be added to Specific Work Roster or Any Work Roster for the brand.

3. Brand approval required to be added to Specific Work Roster.

Select Role (optional)

• Email Address (required)

• Legal First Name (required)

• Legal Last Name (required)

• Phone Number (required)Complete OTP verification

• 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

• Payee will receive a Registration Email to complete the onboarding - see Payee Registration Email to Complete Onboarding Process below for more information.with their username and temporary password

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Click HERE for a screen recording of Payee view of QR code onboarding process.

Payee Registration Email to Complete Onboarding Process

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Upon clicking on the Registration Link in the email, the Payee will be prompted to complete the W9/W8.

Click HERE for a screen recording of the Payee view after clicking on the Registration Link.

Payee Database Columns Explained

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