Managing your bank account details via the HR platform

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 an employee's 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.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Getting started

Adding bank account details
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee whose needs bank details added.
  4. Click the Banking Details tab.
  5. Click the Add New button.
  6. Complete the following fields:
    • Name.
    • Account number.
    • 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.

  7. Click the Submit button.
    Screenshot of the HR platform showing how to update banking details

Deleting data

Deleting bank account details
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs their bank account details deleted.
  4. Click the Banking Details tab.
  5. Click the Remove button.
  6. Click the Submit button.
    Screenshot of the HR platform showing how to delete a bank account added to an employee profile

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