Creating a Worker Account

If a worker has not yet created an account and is required to have an active Wallet in order to receive a payout you are able to create one for them. There are two options available to create an account. There is a Bulk Upload option to create accounts for multiple workers, and a Create Single option to create an account for one worker.

In order to do this, navigate to the Create Accounts tab in Payadmin and click the Create button in the top right hand corner.

Bulk Upload

Let's issue a Bulk Upload.

When we click Bulk Upload in the context menu, we will invoke a pop up window where we can select or drag and drop a file which contains data for workers accounts. You can also choose or ship a personalized card for every worker on this file by checking the SHIP PERSONALIZED CARD box.

In order for the file to process successfully, the formatting must conform to the provided template. We strongly recommend downloading the template and using that as a base for your bulk upload.

A completed file may look like below:

Important formatting considerations

• Worker ID's must be unique. It is at the administrator's discretion what the worker ID will be, but the value must be unique for each worker.
• All columns from the template must be included. In addition all cells must contain data that corresponds to the column.
• The file extension must be .csv. Opening the file in software such as Excel may change the file extension, so it is important to export the spreadsheet to the correct file format.

Create Single

Let's create a single account.

When we click Create Single from the context menu we invoke a form that we can fill out to create an account for a worker. How a completed form may look is below:

After you've completed this, click Continue. This will invoke another screen where you will be prompted to confirm the information is correct. 

After you have typed CONFIRM, click Start Qualification. After you've done so you should see the entry appear.

From here, you can click on the worker entry. This will invoke an a sidebar that shows Account Details. From here, you can access a Magic Link for sign up as well as their account and routing number.