Available for the following EmploymentOS plans: Lite, Plus, Unlimited, Essentials, Engage, Elite
Available for the following HR plans: 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
- Log in to Employment Hero.
- Click the People option on the left-hand side navigation menu.
- Click the People List submenu.
- Click on the employee's name, whose bank details you want to update.
- Navigate to the Pay & Compensation tile.
- Click on the Banking details button.
- Click the pen icon to add or edit.
- Click Add account.
- Fill in the following details:
- Account type.
- Account name.
- BSB.
- Account number.
- Use the Pay into account option 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.
- Click the Save button.
Deleting data
- Log in to Employment Hero.
- Click the People option on the left-hand side navigation menu.
- Click the People List submenu.
- Click on the employee's name, whose bank details you want to update.
- Navigate to the Pay & Compensation tile.
- Click on the Banking details button.
- Click the pen icon to add or edit.
- Click the red Remove button to remove the banking details for that row.