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Manage your Wallet

When you use the Automated payment method, Workmax pays your team from a company wallet. You fund the wallet, and payroll payments are taken from its balance. The wallet appears in the "Wallet details" section of Company settings.

Add a Wallet​

To set up your wallet, follow these steps:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to "My Account" and select "Company settings".
  3. In the "Wallet details" section, open the "Actions" menu and choose "Add wallet".
  4. Follow the prompts to create the wallet.

Once created, the wallet shows its account number, sort code, balance and transaction limit.

Fund your Wallet​

  1. In the "Wallet details" section, open the "Actions" menu and choose "Fund wallet".
  2. Enter a Reference and the Amount you want to add.
  3. Click on the "Save" button.

Withdraw from your Wallet​

  1. In the "Wallet details" section, open the "Actions" menu and choose "Withdraw from wallet".
  2. Enter the Reference and Amount, then the destination Sort code, Account number and Account name.
  3. Click on the "Save" button.

View Wallet Transactions​

To review money in and out of your wallet, click on the "View transactions" link in the Wallet details section. You can also refresh the balance at any time using "Get current balance" in the Actions menu.

If you have any questions or need help, please contact Workmax Support.