How to Complete a Payment Compass Registration


 This article describes how to complete Payment Compass Registration

Critical Concepts

Steps to Take

Inviting a New Payee

1. Log into Payment Compass
2. At top of page, select the New Payee Request tab
3. In New Payee Request, select the Invitation Type that pertains to Payee

4. After selecting Invitation Type, enter the Business Purpose, Payee's Name, and email, then click Submit, to send the invitation

How Payee Submits Registration

1. When Payee Invitation is successful, Payee will receive an email with a link to create their Payment Compass account
2. Payee clicks on Registration link in the email, Payee:

a. Creates a Password for Payment Compass
b. Provides their Contact Information
c. Fills out a Payee Registration form by providing their (or their company’s) information, including remit to information
d. Reviews the information provided for accuracy and clicks Submit

3. Requester will receive a confirmation email once the Payee has submitted the Registration

a. If requester has not received the email, then the Payee has not submitted the Registration properly

4. If the Payee has any questions about Registration that you are not able to answer, please contact the Services & Support Portal for further assistance
5. Oracle (PO) Payees can be sent a link to the Payment Compass Page on the IPPS website for more guidance on the Registration process

Proxy Registration Process - if applicable

1. To complete a Proxy Registration, under the prompt for Traveler’s name and Email, check the box that states, I am completing the registration form on behalf of the payee

2. Once the invitation has been submitted, you will be prompted to enter the Traveler’s information from the W-9

3. A confirmation email will be sent out once the Registration has been processed

Final Steps for Requestor and Payee

Students (not employees) Self Registering in Payment Compass

1. To Self-Register, access

2. Once you have signed in with your Single Sign-On, select the Self-Registration tab

a. Most information will be auto-populated

3. Enter your Legal Address and select your Reimbursement Preferences
4. On the last page, review information for accuracy, scroll down and click Submit 
5. Once the Registration has been submitted, within 5-7 business days, IPPS will review the Registration and either complete your Registration process or contact you for more information
6. Once the Payee is available for use by UC San Diego, the Payee will receive a confirmation email with their Payee ID

Employee-Supplier(EVRD) Relationship Disclosure (PO Registrations)

What is an Employee-Supplier(EVRD) relationship?

Read more at Employee-Supplier (EVRD) Relationship Policy

Conflict of Interest (COI)

Glacier Registration

If you still have questions or need additional assistance, please submit a ticket or call the IPPS Help Desk at (858) 534-9494