Employees typically add direct deposit accounts through the Employee Self Service Portal. Once added, accounts appear on the Direct Deposit Accounts page, where users can also view, add, or edit the direct deposits as needed.
Navigation
How to navigate to an employee’s record and view payment methods:
Click ‘Workforce’ on the left navigation pane.
Click the ‘Team’ dropdown and then select ‘Employees.’
Click into the row of an employee. Option to filter by ‘Active in Payroll.’
The selected employee’s record will open a sidesheet. Click on the ‘Payroll’ tab and scroll down to ‘Payment Method.’
Payment Method Edit Screens
Check Details Page
Select the pencil icon to open the ‘Payment Method’ page. If ‘Check’ is selected, no customizations are available since it’s a physical payment method.
Button/Field | Description | |
|---|---|---|
1 | Back to Payroll | Re-directs user to the payroll tab. |
2 | Check | Displays the selected payment method. |
Direct Deposit Details Page
Button/Field | Description | |
|---|---|---|
1 | Back to Payroll | Re-directs user to the payroll tab. |
2 | Direct Deposit | Displays the selected payment method. |
3 | Bank Information | Details the direct deposit account information. For more information, navigate to the direct deposit section of the payroll tab. |
4 | View Icon | Displays or hides full direct deposit account numbers. |
5 | +Add Bank Account | Opens the wizard to add a new bank account. |
Edit Direct Deposit Details Page
Button/Field | Description | |
|---|---|---|
1 | Account Nickname | Displays the name set by the user and is editable. |
2 | Bank Name | Displays the name of the bank set by the user and is editable. |
3 | Select Account Type | Opens a dropdown menu where users can select ‘Checking’ or ‘Savings.’
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4 | Routing Number | Lists the associated routing number. |
5 | Account Number | When making an edit to any field, the ‘Account number’ must be re-entered before clicking, ‘Save.’ |
6 | Distribution | To change the distribution amount, click the dropdown and select a distribution method of ‘Amount,’ ‘Fixed monthly,’ or ‘Percentage.’
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