Overview
Sometimes an employee, manager, or admin will need to update their bank account details when their circumstances change. These changes can include needing to update your account details if you moved to a new bank or adding an extra account you opened with your existing back, such as a new saving's account, to your personal file.
The Banking Details feature allows you to add an employee 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: | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
Getting started
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose needs bank details added.
- Click the Banking Details tab.
- Click the Add New button.
- 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.
- Editable by:
- Employee
- Organisation.
- Click the Update button.
Maintain
- 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 Save button.
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