All payroll and payment account management is now handled from the Manage Payroll page. To access it, go to Financials → Manage Payroll. From here, you can manage the payroll payment integrations used to pay your team.

This article explains how organization owners and organization managers with the Manage financials permission can view, configure, and manage payroll payment integrations for their organization.

Viewing member payment integrations

From the Manage payroll page, in the Member settings section, the integrations columns show each member’s payment setup status:

Setting a primary integration

Each member can have only one primary integration active at a time. This is the account Hubstaff will use when payroll runs.

To set a primary integration:

Step 1

Find the member(s) in the members table and click on the checkbox next to their name(s).  On the actions banner that appears, click on Define primary integration

Step 2

Select which payment provider will be used as the primary method for the selected members and click Save.

Step 3

In the Manage integration dialog, select the payment provider and the member’s primary payment integration. To remove a member from payroll, set the primary integration to None. When you’re finished, click Save.

Manage payroll integration settings

Step 1

Go to Settings → Integrations. Then, look for your connected payment integration and click on the three-dot icon.

Step 2

After clicking the three-dot icon, a menu window will open up.

The following options will be available to edit your existing payment integration:

1. 1. View – if you want to view your payroll members and settings
   2. Change account –  if you need to change the current company/ payment account on your payment integration account to another one.
   3. Add account – if you would like to add a new company/payment account to your payment integration account
      
   4. Setup Instructions – for setting up the integration
   5. Reauthenticate – reauthenticate your payment integration account
   6. Remove – remove your payment integration

OPTIONAL

You can also set up a payment integration for the first time from Settings → Integrations.

Scroll down to discover more integrations. Click on the Payment processors tab, click Connect next to your preferred payment provider, and follow the prompts to complete the setup.