Once an employee profile has been setup, you will need to add their Payment Method.
1. Go to People in the left navigation bar then Employees
2. Select the employee
3. Choose Payroll from the menu bar
4. Click Payment Methods
5. 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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