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 Change line.
You may also find this by navigating to the Hamburger menu > My Info Icon > My HR > HR Actions.
Once you start the HR Action, you will have the option to Edit (pencil icon) 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.