Understanding Payment Method Status

When managing employee payment methods within 7shifts Payroll, you may encounter different status indicators. These statuses provide insights into the verification and connection status of your employees' bank accounts. This article explains the meaning of each status and how to address any potential issues.

Available Payment Method Statuses:

Employee payment methods in 7shifts Payroll can display one of the following statuses:

1. Status Unknown:
   • This status signifies that the payment method was migrated from a previous payroll system.   
   • These migrated payment methods did not undergo the standard 7shifts connection verification process.   
   • While they may still be connected successfully and process payroll, they lack the confirmation provided by our verification system.
   • What to do:
     • If you prefer to see a "Completed" (green) status for all employee bank accounts, you have two options:
       1. Option 1: Employee Self-Update: Instruct the employee to update their direct deposit details within their 7shifts profile. This action will trigger the verification process.
       2. Option 2: Send Onboarding Package: Send the employee an onboarding package that specifically includes the Payment Method form. This will prompt them to re-enter their banking information and initiate verification.
2. Pending:
   • This status indicates that the employee has entered their payment details directly into 7shifts.
   • The account verification process is currently in progress.
   • Important Note: Payroll can still be processed for payment methods that are in "Pending" status.   
      
3. Completed:
   • This status signifies that the account has been successfully verified and connected to 7shifts Payroll.   
   • This is the ideal status, indicating that the payment method is ready for seamless payroll processing.