How do I manage my bank account details via the HR platform?

Available for the following HR plans: 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 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 data and delete any data that is no longer required.

Getting started

Add bank account details
  1. Click the   Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee whose bank details need adding.
  4. Click the Banking Details tab.
  5. Click the Add New button.
  6. Complete the following fields:
    • Name.
    • Account number.
    • Sort code.
    • Roll 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 choose 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.

  7. Click the Submit button.
    updatedetailsuk.jpg

Deleting data

Delete 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 banking details page for employee ashe sylvian in the main screen module it reads bank accounts, add account, the fields to enter the account options, a remove button next to any saved accounts and then a save button for any changes you may make. the remove and save buttons are highlighted in red

Watch a video

Explore related content

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  • HR platform: My pay slips This feature allows you you to access your digital pay slip page with the ability to download your pay slips whenever they require them.
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