Direct Deposit Maintenance

Direct Deposit Maintenance

 

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.

Step 1: Find the employee

Click on "My Employee Roster" > search for the employee > Click on the Employee Info Icon

Step 2: Locate Direct Deposit Widget

Once in the employee's profile, click on the "Payroll Tab" then click on Direct Deposit. The system will then navigate to the Direct Deposit widget.

Step 3: End Date Current Account - if no longer to be used

Once on the widget, any active accounts will be present.
Note - by default the view is only showing active accounts. If an employee's account bounced ACH, the account may have already been deactivated and will therefore not be present.

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.

Step 4: Add New Account(s)

To add a new account, choose "+Add" from the direct deposit widget.

Enter all Required Fields

Definitions

  • ? - Calculation Method

    • 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.

  • ? - Frequency

    • Best practice is to choose "Every Pay". This will ensure the account is used for all scheduled as well as any off cycle payrolls ran. If any other settings are chosen, the employee would receive a live check for any off cycle payrolls.

  • ? - ABA #/Bank Routing #

    • After an ABA # has been entered, ALWAYS choose the "info" icon to "Validate" the account. This will ensure the routing # is correct.

 

For any additional accounts, follow Step 4 until all accounts are added.

 

View Direct Deposit for All Employees

If you'd like to view direct deposit accounts on file/active for all employees, navigate to Hamburger Menu > Team Tab > Payroll > Employee Maintenance > Direct Deposit

Here the active accounts for active employees will be present.

 

 

Here you can search by employee, export, or "Add New". 


If you have any questions, feel free to reach out to your assigned Payroll Specialist for support. 

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