Adding Payees to Payee Database

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 below for more information.

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

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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:

   • 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)

   • Emergency Contact Info

   • 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

1. 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.

2. 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 screen recording of these steps.

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Payee Database Columns Explained

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• Hover over icon in Forms column to view completion status of payee’s forms

• Hover over icon in Compliance column to view completion status of payee’s compliance items

• Onboarding Status

  • Yet to Start: has not completed any onboarding

  • Registered: has completed some onboarding but not all

  • Not Ready for Payment: has completed onboarding into Vensure but has not completed all required forms and/or compliance

  • Ready for Payment: has completed onboarding into Vensure and all required forms and/or compliance.

NOTE: Role, Sport, Brand and Program Name will default to the last Work Roster’s information in the Payee Database that the Payee was added to.

NOTE: Social Security Number prevents duplicate Payees with different email addresses being added to Payee Database.