In this topic

• Introduction
• Bank Accounts Overview
• Viewing current Bank Account details
• Editing an employee’s existing bank accounts from within view mode
• Editing an employee’s existing bank accounts using the shortcut menu
• Add a new Bank Account
• Delete a Bank Account
• Bank Account Fields

Introduction

This topic describes how an employee authority can view or edit an employee’s bank account.

Bank Accounts Overview

Ready pay (powered by ePayroll) allows you to split an employee’s pay into as many bank accounts as you wish.

Unless you pay your employees using Cash/Cheque, you will need to ensure that at all times each employee has one Primary Bank account defined.

You can add additional bank accounts, if required, and you can specify the dollar amount that the employee wants paid into each additional bank account in each pay.

Viewing current Bank Account details

To view an employee’s bank account details:

1. Go to the Employees screen using the menu
2. Use the search filters or the page navigation links at the bottom of the screen to find the employee if required
3. Click on the employees name to view the employees record
4. Select the Payment Methods tab

NOTE: For more details on locating an employee record, refer to the Searching for Employees help topic.

Editing an employee’s existing bank accounts from within view mode

To edit an employee’s bank accounts from within view mode:

1. Follow the instructions above to access the employee’s Bank Details
2. Click the Edit button at the bottom left of the screen
3. The Payment Methods screen will be displayed in edit mode
4. Click the Edit button next to the account details in the Edit Payment Method table
5. Make the required changes to the bank account details
6. Click the Update button to save your changes

Editing an employee’s existing bank accounts using the shortcut menu

To edit an employee’s bank accounts using the shortcut menu:

1. Go to the Employees screen using the menu
2. Use the search filters or the page navigation links at the bottom of the screen to find the employee if required
3. Hover your mouse cursor over the Edit button next to the employee’s name
4. Click the Payment Methods link in the fly out menu
5. Click the Edit button at the bottom left of the screen
6. The Payment Methods screen will be displayed in edit mode
7. Click the Edit button next to the account details in the Edit Payment Method table
8. Make the required changes to the bank account details
9. Click the Update button to save your changes

Add a new Bank Account

To add a new bank account to your account:

1. Access the edit screen from either view mode or using the shortcut menu (instructions above)
2. Complete the fields in the Add Payment Method section of the page
3. Make the required changes to the bank account details
4. Click the Add Payment Method button to add your bank account

Delete a Bank Account

To delete a bank account from your account:

1. Access the edit screen from either view mode or using the shortcut menu (instructions above)
2. Click the Delete button next to the account details in the Edit Payment Method table

NOTE: You will not be able to delete a bank account if it is your Primary Account. To delete your Primary Bank Account, you will first need make another of your bank accounts the Primary one.

Bank Account Fields

The following table provides a description of each of the fields in the bank accounts.