---
title: "Updating from Check to Direct Deposit"
slug: "updating-payment-preferences-from-check-to-direct-deposit"
description: "Switch an employee's payment method from paper check to direct deposit via the Payroll tab, including bank account setup."
updated: 2026-03-31T22:22:42Z
published: 2026-03-31T22:22:42Z
canonical: "docs.restaurant365.com/updating-payment-preferences-from-check-to-direct-deposit"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Updating from Check to Direct Deposit

The payment method selection can be updated from the Payroll tab of the employee record.

> [!NOTE]
> Some users may be restricted from making changes based on employer payment preferences set during implementation.

---

## Security

Only users with the following permission can view account numbers:

- Labor → Employees → Payroll→ View Account Number
- Labor → Employees → Payroll→ Pay Preference → View Pay Preference
- Labor → Employees → Payroll→ Pay Preference → Edit Pay Preference

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Navigation

**Navigate to the **Payroll** tab**

1. Navigate to the **Workforce** application .
2. Select the Employees dropdown and **select Employees**.
3. Select an **Employee**.
4. In the employee’s record, select the **Payroll tab**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q3C9VCX7.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A13Z&se=2026-11-09T18%3A24%3A13Z&sr=c&sp=r&sig=FijeuxE8pW0JqKfL85LMGI1VMib%2BFF0FjQTt1%2BPM0WE%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1774969151514.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A13Z&se=2026-11-09T18%3A24%3A13Z&sr=c&sp=r&sig=FijeuxE8pW0JqKfL85LMGI1VMib%2BFF0FjQTt1%2BPM0WE%3D)

---

## Updating Payment Method from Check to Direct Deposit

Follow these steps to update a payment method from Check to Direct Deposit.

*Click steps to expand for additional information and images.*

****1)** Navigate to the **Payroll tab** in an employee’s record and scroll to the **Payment Method** section.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6AEB2BXV.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A13Z&se=2026-11-09T18%3A24%3A13Z&sr=c&sp=r&sig=FijeuxE8pW0JqKfL85LMGI1VMib%2BFF0FjQTt1%2BPM0WE%3D)

****2)** Click the **Edit Pencil**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J22PUJE7.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A13Z&se=2026-11-09T18%3A24%3A13Z&sr=c&sp=r&sig=FijeuxE8pW0JqKfL85LMGI1VMib%2BFF0FjQTt1%2BPM0WE%3D)

****3)** Select the **Direct Deposit** option.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M4UTNDSZ.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A13Z&se=2026-11-09T18%3A24%3A13Z&sr=c&sp=r&sig=FijeuxE8pW0JqKfL85LMGI1VMib%2BFF0FjQTt1%2BPM0WE%3D)

****4)** Click **Confirm and save.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-O484UX73.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A13Z&se=2026-11-09T18%3A24%3A13Z&sr=c&sp=r&sig=FijeuxE8pW0JqKfL85LMGI1VMib%2BFF0FjQTt1%2BPM0WE%3D)

****5)** Payment method information updates to **preferred payment method.****

If **previous bank account** information exists, it will populate automatically.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6GS8GDPC.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A13Z&se=2026-11-09T18%3A24%3A13Z&sr=c&sp=r&sig=FijeuxE8pW0JqKfL85LMGI1VMib%2BFF0FjQTt1%2BPM0WE%3D)

If **no bank account** is found, the employee is prompted to add one using the **Add bank account** button and [add a direct deposit](/doc/docs/adding-direct-deposit-accounts#adding-a-direct-deposit-account) account.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BUZQQZ3A.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A13Z&se=2026-11-09T18%3A24%3A13Z&sr=c&sp=r&sig=FijeuxE8pW0JqKfL85LMGI1VMib%2BFF0FjQTt1%2BPM0WE%3D)

A database entry that contains detailed info about an employee, including personal details and employment history.