Certify Administrators can add Pay By Check for employees who want to receive travel and expense reimbursements via a mailed, paper check. Once Pay By Check is added to their Certify accounts, the selected employees then enter their own address information into their My Account page.
This article shows you, a Certify Administrator, how to activate Pay By Check for new and existing users.
Adding New Users
Step 1: To add Pay By Check individually, choose True from the Pay By Check dropdown on the Create new Users page.
Step 2:To add Pay By Check to multiple users in a bulk upload, open the Bulk User Upload page.
Step 3: In the Pay By Check location, enter 1 if the user will be sent reimbursement checks, and 0 if they will not be paid by checks.
Adding Existing Users
Step 1: At the top right of the screen, click the Gear icon to open the System Configuration page.
Step 2: On the Configuration select View and Edit Users.
Step 3: Use the Search for Users page to locate employees requiring the Pay By Check tool, then click Submit.
Step 4: The results page opens with a list of users. Select the Pencil icon to edit an employee.
Step 5: From the Edit User page check the Pay By Check box and click Next.
A confirmation message appears once your changes are saved.