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First Name *

Last Name *

Email *

Phone

Job Title

Social Security Number Optional

ITIN Optional. Individual Taxpayer Identification Number

SSN or ITIN can also be collected during bank onboarding.

Role * Select Role Admin Employee

Team Select Team IT Registered Nurse Licensed Practical Nurse Certified Nursing Assistant Medical

Direct Manager Select Direct Manager

Employment Start Date

Active User

Payout administration

Can manage payouts (process payroll & grant this access to other admins)

Only administrators who already have payout rights can assign this.

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