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How Do I Add Beneficiaries (Single and Bulk Upload)?Breeze payer

This article explains how to add beneficiaries on Breeze Payer.

How to Add a Single Beneficiary
  1. Log in to Breeze Payer.
  2. Navigate to Beneficiaries.
  3. Click Add Beneficiary.
  4. Select the beneficiary type:
    • Employee
    • Vendor
    • Contractor
    • Other Beneficiary
  5. Enter the required information:
    • Beneficiary name
    • Bank name
    • Account number
    • Email address (if applicable)
    • Phone number (if applicable)
  6. Review the details carefully.
  7. Click Save.

 

How to Bulk Upload Beneficiaries

  1. Navigate to Beneficiaries.
  2. Select Bulk Upload.
  3. Download the beneficiary upload template.
  4. Populate the template with all beneficiary information.
  5. Ensure account details are accurate and formatted correctly.
  6. Upload the completed file.
  7. Review any validation errors displayed by the system.
  8. Submit the upload to create the beneficiaries.

 

Best Practices

  • Always validate account numbers before upload.

  • Use the latest upload template. 

  • Avoid duplicate beneficiary records.

  • Upload beneficiaries in batches where possible.

  • Error messages and what they mean

Error message What it means and what to do
Duplicate beneficiary detected The beneficiary already exists on the platform.
Invalid account number Verify the bank account information.
Template validation failed Use the latest upload template and correct formatting.
Missing required fields Complete all mandatory fields before uploading.

Frequently Asked Questions

Can I upload both employees and vendors?

Yes. Beneficiaries may include employees, vendors, contractors, and other payment recipients.

Is there a limit to the number of beneficiaries I can upload?

This depends on your organization's configuration and upload limits.

Can I edit a beneficiary after upload?

Yes. Existing beneficiary records can generally be updated as needed.When to escalate
  • Upload validation errors persist.
  • Beneficiaries disappear after upload.
  • Uploaded beneficiaries do not appear in payment workflows.
Please provide:
  • Company name
  • Upload file name
  • Number of beneficiaries uploaded
  • Screenshot of the error
Contact SeamlessHR Support through any of the following channels for further investigation
  • Email: support@seamlesshr.com
  • WhatsApp: 0916 653 6169
  • In-app Live Chat