Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Employee , Admin
Sometimes an employee, manager, or admin will need to update their bank account details when their circumstances change. The Banking Details feature allows you to add bank account details, specify the account number, how much to pay into each account, and if an employee can edit these details. You can also use this feature to edit any previously entered information and delete any data that is no longer required.
Getting started
- Click the Personnel menu.
- Click the Employees submenu.
- Select the Pay & compensation module.
- Click the Banking Details tab.
- Click the Add New button.
- Complete the following fields:
- Name
- Account number
Important
Australian bank account numbers typically contain eight to nine digits. If your account number is ten digits long and begins with one or more zeros, your account number may not be considered valid by the form.
If this occurs, try removing the leading zero(s) to ensure you only enter the last nine digits. While this should resolve the problem, it is still strongly advised you check with your bank to see whether omitting the zero(s) will not cause problems and act accordingly.
All this information reflects standard practices for platforms such as Employment Hero that integrate with the Australian Taxation Office (ATO).
- Pay into account:
- Percentage
Helpful Hint
You can use the percentage function to set a percentage based payment split between each account, i.e. two bank accounts with 50% in each percentage field, will split the employees wage evenly between both accounts.
- Amount
Helpful Hint
You can use the amount function to set a dollar-based payment split between each account i.e. if you have two bank account fields and designate one of those accounts with a $400 amount, then the second bank field will default to remaining.
- Type:
- Employee
- Organisation
Important
This field can only be seen and updated by platform Admins. Choosing Employee will allow the employee to update their banking details at any time. Choosing Organisation will mean only platform Admins can change the banking details of the employee.
Employees must be able to edit at least one bank account - if an employee has more than one bank account set in their profile, you can select which account they can edit themselves. - Click the Save button.
Delete data
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee that needs their bank account details deleted.
- Click the Banking Details tab.
- Click the Remove button.
- Click the Submit button.
Further information
The HR platform is not able to accept BPAY accounts, so will register the account number as invalid because it is longer than a normal account number. BPAY accounts are only able to be added into the payroll platform directly.
Previously, the HR platform allowed you to enter these BPAY details, but they would not sync across to payroll. Given that this field would not sync across to payroll, we have since removed the feature to add these details in and included a new error message.
Explore related content
- Edit Employment Details via the HR platform This article will walk you through the steps on how you can change your employees employment details.
- Update employees Pay Run Details via the HR platformThis HR platform article will walk you through the steps you need to follow so you can update your employees pay-run details.