Create or modify an employee direct deposit

You can add or modify an employee direct deposit using the HR Payroll module.

Before you begin

Role required: hr_basic, or hr_manager

About this task

Benefit providers can be viewed at HR - Payroll > Bank Details > Direct Deposits.

Procedure

  1. Navigate to HR - Payroll > Bank Details > Direct Deposits.
    The HR Direct Deposits list opens.
  2. Click New to open an HR direct deposit 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. HR Direct Deposit form
    Field Description
    Employee Employee name.
    Bank account Account holder name.
    Deposit amount Amount of money from paycheck for direct deposit.
    Deposit type Type of direct deposit, such as, amount, percentage, or remaining.
    Active Select to activate direct deposit for the employee. Leaving the box empty or deselecting deactivates direct deposit.
  4. Click Submit.
    The direct deposit is listed in the HR Direct Deposits list.
  5. To modify direct deposit data, find the existing direct deposit in the HR Direct Deposits list.
    You can use the list search menu by typing the employee name and pressing Enter.
  6. Click the information icon or the date in the Updated column of the list to open the form.
    The HR Direct Deposit form opens displaying employee name and other populated fields.
  7. Modify the form.
  8. Click Update.