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Banking details | Xero Payroll

Updated

Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Manager, Admin

There may be examples where an employee's banking details may change, such as moving to a new bank or merging your bank accounts into one account. In these cases you can use the Banking Details feature to update these details if they change. Employment Hero will reflect the changes you made in your personal file throughout the entire Employment Hero platform.

This article is relevant for customers using the payroll platform and are integrated with Xero. If you use the payroll platform but are not integrated with Xero, see this article. If you use the HR platform, see this article.

Getting started

Add a bank account
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the Employee's name, whose details need updating.
  4. Click on the Bank accounts button
  5. Click the Add button.
  6. Fill in the following details:
    • Account name.
    • BSB.
    • Account number.
  7. Use the Pay into account to choose whether you want to pay the full amount into one account or send a set amount, and split the balance across accounts. You can use the Add button to add more accounts if required.
  8. Click the Save button.
    Add and save.jpg

Deleting data

Delete a bank account
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the Employee's name, whose details need updating.
  4. Click on the Bank accounts button
  5. Click the Delete this account button to remove the banking details for that row.
    Delete account.jpg

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