Employee Payment Preferences

This article reviews the Employee Payment Preferences Report for Workforce.

The Employee Payment Preferences Report displays the selected payment preference ('Direct Deposit' or 'Check') for each Employee onboarded to R365 Payroll. This report also displays direct deposit information for Employees with the payment preference of 'Direct Deposit'.

Navigation

The My Reports search bar can be used to search R365's entire catalog of reports.

Navigate to My Reports.
Enter all or part of the report name in the search bar.
The Results tab will open with the list of search results.
From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.

Report Parameters

Field	Description
Filter By	A list of all filter categories.
Filter	A list of filter options, based on the 'Filter By' category selected.
Group By Payment Type	When 'Yes' is selected, the report will group employees into a 'Direct Deposit' section and a 'Check' section.
Show Account Number	When 'Yes' is selected, the report will display the 'Account Number' for each direct deposit account. The financial institution's routing number is always displayed.
Hire Date After	Only employees whose 'Hire Date' is after the selected date will be included in the report. Options include: • Today – Sets the selected date to today. • Yest. – Sets the selected date to yesterday. • Calendar Icon – Click to manually select a date from the calendar. • Hire Date After – Click to type in the desired date.




Run Button	Runs the report. Users can also send, export, or print the report directly from this button by clicking the down arrow portion, then selecting the desired action.

Learn more about Report Views and their added functionality here.

Report Columns

Field	Description
Employee Name	Employee's full name.
Hire Date	Employee's hire date.
Payment Type	Employee's selected method of payment: 'Direct Deposit' or 'Check'.
Account Name	User-entered account name. This field is blank when the payment type is 'Check'.
Institution	Name of the financial institution for the account. This field is blank when the payment type is 'Check'.
Account Type	Type of the direct deposit account: 'Checking' or 'Savings'. This field is blank when the payment type is 'Check'.
Distribution	Percentage of payment deposited to the account. This field is blank when the payment type is 'Check'.
Routing Number	Financial institution's 9-digit routing number. This field is blank when the payment type is 'Check'.
Account Number	Employee's account number. This field is blank when the payment type is 'Check'. This column is not displayed when 'Show Account Number' is set to 'No'.

Email, Export, or Print the Report

This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.