For optimal efficiency, we recommend that employees manage their direct deposit settings directly through our online self-service options. If you would like to encourage the employee to update their own direct deposit, provide this guide. Should the need arise for an administrator to update direct deposit details on behalf of an employee, please refer to the article below for guidance.
If the account on file needs to be turned off and a new account added, first you must end date the current account. Click on the ellipses
Choose View/Edit
Once in the Edit mode > Update the "Active To" date to the last check date the direct deposit should have been used for. This action will end date the account to no longer be used.
Enter all Required Fields
The Calculation Method will determine how much will be associated with this account. For example, if the employee only has one account on file and would like ALL funds to go to the account, be sure to use "Entire/Remainder".
If the employee stated they only want a % or a flat dollar amount to go toward this account, choose "Flat Dollar" or "% of Net". With either drop down selection, enter the flat $ or % that should allocate to this account
Note - if you choose % or Flat $ Amount be sure to have at least one account set to "Entire/Remainder". If you do not have one account associated to this type of setting, the employee will receive any left over amounts as a live check.
For any additional accounts, follow Step 4 until all accounts are added.
Here the active accounts for active employees will be present.
Here you can search by employee, export, or "Add New".