Redwood Experience for Payment Methods Supports Bank Account Creation For Additional Person Types

You can now use the Redwood personal payment method page to view and manage personal payment methods associated with a bank account for person types like Contingent Worker, Pending Worker and Non-Worker.

For self-service users, navigate to Me > Pay > Payment Methods page.

For professional users, navigate to My Client Groups > Payroll > Personal Payment Methods page.

Person types like Contingent Worker, Pending Worker and Non-Worker can now

  • Create a payment method and associated bank account in the same transaction
  • Get an overview of available payment methods using a card layout
  • Get a summary of the payment method information on each card, such as payment method name, payment amount, and bank details, if applicable.
  • Get a Panel drawer experience to view payment method details including bank information, if applicable.

Enables Contingent Worker, Pending Worker and Non-Worker to create personal payment methods associated with bank accounts.

Steps to Enable

You don't need to do anything to enable this feature.