1. Log in to Employment Hero and go to Business > Payroll Settings.
2. Select Payment Settings from the settings menu.
3. Find the Automated Payments section and accept the Terms & Conditions if prompted. 
4. In the Payment Reference field, type a payment reference that will appear on the payment line of an Employee’s bank statement, and then click Configure automated payments setup.
   
5. Follow the prompts to authorise your bank account and have it linked to your Employment Hero Payroll. You will be asked to log into your online banking to grant access.
6. Once access is granted, select the bank account you wish to use for payroll payments, and any remaining steps provided by your bank.
7. Once returned back to Employment Hero you can add more bank accounts by clicking Connect additional bank accounts, or if you wish to update the payment reference then type in the change and then click Update payment reference. Clicking Offboard automated payments organisation will stop the feature and ability to process new automated payments on the system.

1. Log in to Employment Hero and go to Payroll > Pay Runs.
2. Start a new pay run or open an existing one that is ready for payment processing.
3. Ensure all employee bank payment details are correct, i.e. sort codes and bank account numbers, and each payment amount is positive.
4. On the pay run summary, select the option “Process Payments” and then “Process Payments” option in the menu.
5. Check the payment summary section to ensure the details are correct, such as payment amount, scheduled execution date, and payment file reference. If desired, clicking the “View full transaction details” link will open a detailed summary of each employee and their payments.
6. Select the bank account linked to the automated payments service and select “Validate payment” to allow the system to carry out a valid sort code and account number check against the employee’s payment details.
7. Review the feedback in the UI to confirm successful validation, or address any errors and retry validation.
8. Click “Confirm payment” to send the payment instructions to your bank.
9. The bank payment approval process requires account holders to approve their payments with the bank, and your bank provides these steps.
10. Payment statuses (successful, pending, failed) will update in real time as Crezco processes each transaction.
11. If any errors occur, review the error messages provided and take corrective action as needed. The system logs errors and sets payment statuses to Error with a respective reason.
    • For new employees added to payroll or first-time users of the service, banks may trigger an extra manual compliance check because it is a new payment method. The service level agreement (SLA) for these checks is within 30 minutes of the time teams come online at 9:00 AM and will process any exceptions in the queue.

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If a payment fails, the system sets the payment status to Error and logs the issue. You can retry the payment or make adjustments in a future pay run as needed.

Payment statuses are updated in real time via Crezco webhooks. You can view the current status (successful, pending, failed) for each payment directly in your pay run summary.