Create or modify an employee direct deposit

You can add or modify an employee direct deposit using the Direct Deposit module.

Before you begin

Role required: sn_hr_core.basic or sn_hr_core.manager

About this task

Procedure

  1. Navigate to HR Profile > Direct Deposit.
  2. Click New to open an HR direct deposit record.
  3. Complete the form. (The fields you see depend on how the form is configured and what fields are selected to display.)
    Table 1. HR Profile Direct Deposit form
    Field Description
    Employee Employee name.
    Bank account Account holder name.
    Active Check to activate direct deposit for the employee. Leaving the box empty or deselecting deactivates direct deposit.
    Deposit type Type of direct deposit, such as, amount, percentage, or remaining.
    Deposit amount Displays when Amount is selected for Deposit type. Enter the dollar amount for direct deposit.
    Deposit percentage Displays when Percentage is selected for Deposit type. Enter the percentage amount for 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.