How to Update Direct Deposit Accounts (Without Approval)

How to Update Direct Deposit Accounts (Without Approval)

Purpose

This document outlines how to add new direct deposit accounts and/or deactivate old accounts within the Green Leaf Elevated System.

Please be aware that this guide is not all encompassing and that direct deposit processes are customized per client. If you have any questions regarding a specific settings, approval, or process within your system or its purpose, please reach out to your internal HR Team for assistance.

Adding Direct Deposit Account(s)

  1. Log into your Elevated account and navigate from your menu to the My Info Tab > My Pay > Direct Deposits.

  1. Once there, you will see the option in the upper right-hand corner of the screen to + Add a new direct deposit account. You may also see an option to E-Consent to receive your pay statements electronically if your company is set up to do so.

  1. After selecting to add a new account, a pop-up window will appear for you to enter your updated information. Once your information has been entered, click Save.
    1. Name - This is the name of the Direct Deposit account you would like to add.
    2. Description - If you would like to enter a specific description of the account, you can enter it here.
    3. Active From - This is the Start Date you would like to use for the account. It will default to the date in which you are adding the account unless modified.
    4. Active To - If you would like to End Date an account, you can enter that date in this field, otherwise it will default to 12/31/2099. *Note that if an End Date is entered, the direct deposit will immediately stop as of that date.
    5. Bank Account Type - This field allows you to choose if it is either a Checking or Savings account.
    6. Calculation Method - You may select an option for how you would like your direct deposit to be calculated/split out. By default, it will go to Entire/Remainder for the full 100%, but there are options to split it by a Flat $ Amount, % of Gross Earnings, % of Net Pay, or % of Remaining Net.
    7. Account # - You will need to enter in your bank account # here, then repeat this in the field next to it to ensure accuracy.
    8. ABA # / Bank Routing # - This field requires your bank routing/transit number.




Deactivating Direct Deposit Accounts

To de-activate your direct deposit account, click on the pencil icon on the account you have saved in the system. Within your account, enter in an end-date in the Active To field and select to Save.