Adding or editing employee's bank account details.

Objective: This article guides you, the admin or super admin, on how to add a bank account for your employee.

With bank accounts being one of the 4 payment methods currently available, employees or contractors can choose to receive all or part of their salaries into designated bank accounts. 

Steps

• Locate and click on the people tab at the left of your screen
• Under the dropdown menu select directory
• Scroll down and select the name of the preferred employee
• Under Employee Details select payment methods
• Select the Add Payment Method button
• Click on the bank account option 
• Choose the preferred bank name from the drop down list
• Enter account number 
• Account name will automatically populate 
• *Branch name is optional
• Click to save changes

To edit an existing account details.

• Locate and click on the people tab at the left of your screen
• Under the dropdown menu select directory
• Search for and select the name of the preferred employee
• Under Employee Details select payment method
• Click to "edit" by the bank account name displayed.
• Choose the preferred bank name from the drop down list
• Enter account number 
• Account name will automatically populate 
• *Branch name is optional
• Click to save changes