Once an employee profile has been setup, you will need to add their Payment Method.
- Go to Employees in the top blue ribbon
- Select the employee
- Choose Payroll from the left panel
- Click Payment Methods
- Add Payment Method
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Each employee may have one or more Payment Methods. For instance, they may elect to have 20% going to a savings account and the remainder going to their checking. Each would need to be set up separately.
If the employee has one Payment Method, complete the below:
- The Distribution Type should be listed as Balance
- Update the Method of Payment
- If the Payment Method is Direct Deposit or Pay Card, add an Account Name and complete the Routing and Account Number Fields
- If the Payment Method is Check, move to step 3
- Save
Direct Deposit - Account Information
- Account Number
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Enter the account number associated with the employee's checking or savings account. This field is required.
- Routing Number
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Enter the routing number for the bank associated with the employee's checking or savings account. This field is required.
- Account Name
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Enter the name associated with the account.
- Is Savings?
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- If the account is a savings account, click the checkbox.
- If the account is a checking account, ensure that the checkbox is cleared.
PayCard - Account Information
- Account Number
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Enter the account number associated with the PayCard. This field is required.
- Routing Number
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Enter the routing number for the bank associated with the PayCard. This field is required.
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