Note: This article is only applicable for those that previously single created new hire accounts 1-by-1 in the original DailyPay Partner Portal.
For further background information about the User Roster as a whole, please see this article
Steps to Create a User Roster file
Step 1: Download the Microsoft Excel template attached below.
Step 2: While leaving the existing header rows (Row 1) intact, populate a single row for each given employee.
- First Name (required)
- Last Name (required)
- User ID (required)
- Email (optional but strongly preferred)
- Phone (optional but strongly preferred)
Note: make sure emails inserted in the template are NOT hyperlinks. If emails are appearing blue and underlined, right-click and choose "Remove Hyperlinks". They must be plain text and not "click-able" either.
Step 3: When done populating all the desired values, save the file with a name and in a location you will easily be able to find again on your computer. Either XLSX or CSV formatting works. Note, PDF or .DOC will not be accepted.
Step 4: Once the file is saved, flip to the Data Exchange >> User Roster section of the DailyPay Partner Portal.
Step 5: Once there, click the UPLOAD button circled at the top of the page here and choose the file you created in Step 3.
Step 6: Hit Upload/Submit. From there, the new employee profiles should be created right away. Should there be any errors with the file itself, you will be notified via email.
Frequently Asked Questions?
Q: Do I need to include a phone number and/or email address?
A: Both email and phone number are optional. However the presence of these values makes the employee sign-up process easier.
Q: What if I only have one employee account to create?
A: Even if you have only 1 employee profile to create, you will still need to upload a file with that 1 row.
Q: How can I see that the new hire profiles were created successfully?
A: To view a newly created employee profile, flip to the Users Tab of the Partner Portal and search for the given employee to find that they now exist.