Create or modify an employee bank account

You can add or modify an employee bank account using the HR Payroll module.

Before you begin

Role required: hr_basic, or hr_manager

About this task

Employee bank account data can be viewed at HR - Payroll > Bank Details > Bank Accounts.

Procedure

  1. Navigate to HR - Payroll > Bank Details > Bank Accounts.
    The Bank Accounts list opens.
  2. Click New to open a Bank Account record.
  3. Complete the form. (The fields you see on the form depend on how the form is configured and what fields are selected to display.)
    Table 1. Bank Account form
    Field Description
    Name Employee name.
    Account holder Account holder name.
    Account nickname Personalized name for the account, such as, vacation savings or college student checking.
    Bank name Name of the bank.
    Account type Type of bank account, such as, checking or savings.
    Account number Bank account number.
    Routing number Bank routing number.
  4. Click Submit.
    The bank account is listed in the Bank Accounts list.
  5. To modify bank account data, find the existing bank account in the Bank Accounts list.
    You can use the list search menu by typing the employee name and pressing Enter.
  6. Click the employee name to open the form.
    The Bank Account form opens displaying employee name and other populated fields.
  7. Modify the form.
  8. Click Update.