Entering or Updating an Employee's Payment Method

Once an employee profile has been setup, you will need to add their Payment Method. 

  1. Go to Employees in the top blue ribbon
  2. Select the employee
  3. Choose Payroll from the left panel
  4. Click Payment Methods
  5. Add Payment Method

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: 

  1. The Distribution Type should be listed as Balance
  2. 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
  3. Save

 Direct Deposit - Account Information

Account Number

Enter the account number associated with the employee's checking or savings account. This field is required. 

Routing Number

Enter the routing number for the bank associated with the employee's checking or savings account. This field is required. 

Account Name

Enter the name associated with the account.

Is Savings?
  • 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

Enter the account number associated with the PayCard. This field is required. 

Routing Number

Enter the routing number for the bank associated with the PayCard. This field is required. 

 

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