Entering Bank Account Information

Purpose: Use this document as a reference to record information about employee bank accounts for tracking employee direct deposit

Audience:  HR Administrators, HR Specialists  

Navigation:  Workforce Administration > Personal Information > Biographical > Maintain Bank Accounts

  1. Enter a valid Empl ID in the Empl ID field.
  2. Select the Search button.
  3. Use the Maintain Bank Accounts page to record information about employee bank accounts for tracking employee direct deposit - The system created an account ID when you enter a new bank or building society account for an employee.  This field is for information only.
  4. Select the account Type from the drop down list, i.e., Checking
  5. Enter the desired information into the Bank ID field.
  6. Enter the desired account number into the Account Number field.
  7. Enter the desired account name into the Account Name field.
  8. Select the Save button.
  9. End of Procedure.