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
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