Employee Self Service Direct Deposit (from Employee view)

Employee Self Service Direct Deposit (from Employee view)

Updating Direct Deposit - Employee Level
In this video, we cover how to update your direct deposit for your individual account. 

In order to update your direct deposit, you can navigate from the "My Payroll" widget OR you can navigate to the Hamburger Menu. Both Navigation paths are below. 
 
Widget: Hover over the "My Payroll" Widget > Choose "Update Direct Deposit" (this will direct you to HR Actions) >Choose the "Available" tab in order to add/change your direct deposit info. 
From there, choose "Start" on the Direct Deposit Update line. 



Once you start the HR Action, you will have the option to Edit or Add (+Add icon).
 

Once you're in the add option, you will need to complete the missing information such as Name (Account Name), Calculation Method, Account Number, and ABA/Routing Number. Once all have been updated, hit save. If your employer automatically allows these changes, the update will automatically take place. In order to always ensure new bank account info is live for the next payroll we recommend making changes at least 5 days before the check date to ensure your changes are active before the payroll process starts. 

To check your routing number, be sure to click the info icon to verify.

 

Calculation Method Definitions:

Entire/Remainder: Full amount if only one account is active OR the leftover of any amount after you put aside a % or $ amount in another account. 
Flat $ Amount: Flat amount you'd like taken from the account.
** If you choose this option, be sure to add a second account to capture the Entire/Remainder amount, otherwise, you will receive a live check for the remaining balance. 

% of Gross Earnings or % of Net Pay: Allows you to enter a % you'd like to deposit based on Gross or Net Pay ** If you choose this option, be sure to add a second account to capture the Entire/Remainder amount, otherwise, you will receive a live check for the remaining balance. 
% of Remaining Net: Allows for you to take a % of the amount after other calculations are in place. 



    • Related Articles

    • Employee Update Withholding Forms (on Employee Self Service)

      Employee Update Withholding Forms In this video, we cover how to update your withholding forms for both Federal and State documents.  The navigation path to get started is Hamburger Menu > Personal Info Icon (Single Person) > My HR > Forms > ...
    • 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 ...
    • Updating Personal Info on Employee Self Service

      Updating Personal Information In this video, we cover how to update your personal information such as address and/or phone number.  To update your info, navigate to Hamburger Menu> Personal Info Icon (Single Person)> My HR > HR Actions > Select ...
    • How to Hire a New Employee

      This article will cover the steps required to add a new hire to the system. Green Leaf’s new hire process typically consists of an administrator or manager initiating the new hire, the New Hire receiving an email to log in and complete their new hire ...
    • Employee Moves States - Settings to Ensure are Updated for Proper Taxation

      Overview: Article covers what to do if employee changes home address or changes work location to a new state. Step 1: Do you have the State Tax ID(s) on file for the State the employee is moving to? Verify Tax ID on File In order to verify that your ...