Getting Started with Workforce
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      Connecting and Making Payments with Workforce and Modulr

      Connect Workforce with Modulr and Make Payroll Payments With ease.

      Workforce is a cloud Scheduling, HR and Payroll software to help hourly workforces get ahead of labour cost & complexity - learn more at workforce.com/uk.

      For more help on how to use the Workforce software visit https://help.workforce.com/en/.

      Once you’ve set up your access to the Modulr Portal, and to Workforce, you’re ready to set up and make payments from Workforce to approve and send in Modulr.

       

      In this Guide

      • Linking your Workforce Account to Modulr
      • Making Payments
      • Approving the Payments in the Modulr Portal
      • Troubleshooting the Integration
       
      Linking your Workforce Account to Modulr

      To connect Workforce with Modulr, follow these steps:

      1. Navigate to Payroll > Payroll Settings > Payment Setup.

      2. On the Payment Setup page, select the Pay by Modulr button.

      3. You will be redirected to the Modulr Sign-In screen. Sign In to your Modulr Account.

      4. Confirm the connection to Workforce when prompted.

      5. If the connection is successful, you will be redirected to the Payment Setup page in Workforce, and a success message will appear at the top of the screen.

       

      Making Payments

      You can use Modulr to pay staff for each pay run. To successfully process payments, ensure that: 

      • A pay run is posted before attempting to pay staff.
      • Employees' bank details are up to date
      • Amounts on employees’ payslips are correct.
      1. From within a Posted Pay Run, select Actions and then Pay by Modulr.



      2. Enter a Payment Reference (The Payee will see this when they receive the Payment and on their bank statements), and choose which of your Modulr e-money account(s) the Payments should go out from.



      3. Click Send
      4. Go to the Modulr Portal to Approve the Payments

      If the payments are successful, you'll see a success message and the payment status of the Pay Run will update to Payment Pending.

      The status in Workforce will update as the Paymentss are approved and processed.

       

       

      Approve the payments in the Modulr Portal

      Sign in to the Modulr Portal (Go to secure.modulrfinance.com) and review the payments in Approvals.

      Delegates – select the Customer who's payments need approving from 'Customers' in the side menu. Select 'Approvals' from the customer-specific menu that appears below.  

       

       

      Troubleshooting

      • Ensure that all staff bank details are available and up-to-date.

      • Confirm that at least one payslip exists per pay run.

      • If you encounter this error message, there may be a problem with the Modulr integration. Please contact support@workforce.com for assistance.

      • Updates may still be sent to Modulr even if your Workforce account is not updated with approved payments. So double check if the payments are in the Modulr Portal.

      • If you reject the payment in Modulr, you will need to contact support@workforce.com to update the status.