This signup process is used when the organization initiates the signup process for the worker, who then completes it by verifying the last four digits of their social security number.

Creating Accounts for Workers

• Creating accounts can be done with a bulk upload or file transfer or a single entry at a time created in Pay Admin. 
  • Creating an account will add the worker to your roster. 
  • Workers must be on the roster to create a Branch account.
• When entering worker information, whether through bulk upload, file transfer, or single entry, include specific details such as the worker's first and last name, worker ID, birthdate, social security number, phone number, email address, and physical address.
  • The address provided can't be a PO. Box.
• Once created, an onboarding link is generated and emailed to the worker for claiming their account.
• If a worker does not receive the email or loses it, you can provide them with a new one by navigating to Pay Admin.
  • How do I find an onboarding link?

How to Create Accounts in Pay Admin

1. Log into Pay Admin
2. Navigate to the Create Accounts tab in the menu.
3. In the upper right, click the Create button.
4. Choose either Bulk Upload or Single Entry. 
   • If using Bulk Upload, you can use the sample download template to ensure you have the proper fields.
5. Enter the required information.
6. Once saved or uploaded, the Create Accounts view will show all accounts created and their status. 
   • Verified status indicates an onboarding link has been generated and emailed to the worker.
   • For other statuses, reference the Why am I receiving an error creating an account for a worker? article, or contact Admin Support at adminsupport@branchapp.com or via our Web Form. 

Workers Claiming Their Account

• Once the worker receives the email or is provided with the link, tapping the link will redirect them to either download the Branch app or to open the app if it has already been downloaded.
• The worker claims their account through the onboarding link, and a Branch card is issued.

Troubleshooting Tips

• Onboarding links do expire after 90 days. If the account was created over 90 days ago, please contact Admin Support at adminsupport@branchapp.com or via our Web Form for help generating a new Onboarding Link.
• If a worker already has an account, they shouldn't use the onboarding link. If they are running into issues and not seeing the new location, they may need to add the new location through the Branch app:
  1. Open the Branch App and go to the Account tab.
  2. Under your name, locate and tap on the location dropdown menu.
  3. From the dropdown menu, tap Manage Workplaces.
  4. In the upper right corner of the screen, tap on Add.
  5. In the search bar that appears, type in the name of the new location and select it to add. 
     • Note that we allow for web onboarding, but we don't have a desktop or web browser version of the app.
• If a worker already has an active Branch account from a previous employer and uses the onboarding link, they may see an error or get stuck in the flow. This is expected — they do not need a new account.
  1. Direct the worker to log in to their existing Branch account instead of using the onboarding link.
  2. Once logged in, they can add the new workplace
     • Account tab → Location dropdown → Manage Workplaces → Add.
  3. If the worker sees an error that prevents them from logging in or adding the workplace, contact Admin Support with the worker’s name and employee ID.

Other Tips for Using Onboarding Link

• Make sure the worker is not connected to a VPN.
• Disable any content blockers.
• If the worker already has the app downloaded, please have them go back to the onboarding link and try again. If the link still doesn't work, try uninstalling the app and returning to the link again; the onboarding link will prompt the user to re-download the app.
• If the worker doesn’t have the app downloaded and the link won't open, try downloading the app from your mobile device's app store, then go back to the custom link and tap it once more.

Branch is not a bank. Banking services are provided by Lead Bank, Member FDIC and Evolve Bank & Trust, Member FDIC, which are Branch’s bank partners. The name of the bank partner for your account is listed on the back of your debit card and can also be found in the Branch App under “Your Account Information”. FDIC insurance only applies to eligible accounts should the bank holding your funds fail. Branch Mastercard Debit Cards are issued by Evolve Bank & Trust or Lead Bank, Member FDIC, as applicable, pursuant to a license from Mastercard and may be used everywhere Mastercard debit cards are accepted.