Viewing or Updating Direct Deposit Information in ESS

Purpose:  Use this document to view or change/update US direct deposit information in ctcLink Employee Self Service.

Audience:  Employees

Viewing or Updating Direct Deposit Information in Employee Self Service

Important: One of the bank accounts needs to be set up as Deposit Type of Remaining Balance. In the case of multiple accounts, the remaining funds will be automatically paid to the Remaining Balance account.

Pre-notification is required when employees add or update direct deposit data via Employee Self Service.

Navigation: HCM Employee Self Service > Payroll (tile) > Direct Deposit (tile)

Viewing a Direct Deposit
  1. On the Direct Deposit Accounts page, you can view the list of your existing direct deposit accounts with details on the Edit Account pagelet.
  2. To open the Edit Account window, either select the chevron (>) at the far right on the line of the account to open, or you can select anywhere on the line.
  3. The Edit Account pagelet displays. Here you can review the account information:
    • Nickname
    • Routing Number
    • Accounting Number by selecting the pencil icon
    • Account Type
  4. Since we are just reviewing the information and not making changes, select the Cancel button to return to the Direct Deposit page.
Edit account pagelet
Adding a Direct Deposit

Pre-notification is required when employees add or update direct deposit data via Employee Self Service.

  1. The Direct Deposit tile indicates the number of accounts currently entered and the last time it was updated.
  2. You can add more Direct Deposits on this page by selecting the plus [+] icon.
  3. The Add Account pagelet displays. Complete the following fields:
    1. Nickname - Enter a unique account name for each direct deposit entry.
    2. Payment Method has been set to Direct Deposit.
    3. Routing Number - Enter the routing number. (The system validates the Bank Routing Number). Select the information (i) icon to view sample checks with routing number format.
    4. If you make a mistake entering the routing number, an error message displays. Select OK to close the message, then make any needed corrections.
    5. The Edit Account page displays.  On the page, continue with the Account Number and Re-type Account Number (Select the pencil icon to enter the bank account number for the checking or savings account into which you want the money to be deposited).
  4. Select the Save button.
Add Account pagelet

NOTE: Anytime Save is selected, a new notification email is triggered by the system stating your changes have been submitted.

Updating a Direct Deposit

Pre-notification is required when employees add or update direct deposit data via Employee Self Service.

  1. On the Direct Deposit Accounts page, open the Edit Account window, either select the chevron (>) at the far right on the line of the account to open, or you can select anywhere on the line.
  2. The Edit Account pagelet displays. Update the following fields as needed.
    1. Nickname - Enter a unique account name for each direct deposit entry.
    2. Payment Method has been set to Direct Deposit.
    3. Routing Number - Enter the routing number. (The system validates the Bank Routing Number). Select the information (i) icon to view sample checks with routing number format.
    4. If you make a mistake entering the routing number, an error message displays. Select OK to close the message, then make any needed corrections.
    5. The Edit Account page displays.  On the page, continue with the Account Number and Re-type Account Number (Select the pencil icon to enter the bank account number for the checking or savings account into which you want the money to be deposited).
    6. Pay Distribution:  Enter pay distribution information.
      • Account Type:  Select account type.  Valid values are Checking or Savings.
  3. Select the Save button.
  4. When selecting Save, your direct deposit account information is updated and you will be routed to the Direct Deposit page. You will receive an email notification that your direct deposit request has been successfully submitted. The email will show the date and time, based on the system date and time, when the action took place.
Edit Account Save
Removing a Direct Deposit
  1. From the Edit Account pagelet, you can remove a direct deposit account.
  2. Information to know if you select the Remove button:
    • First, If the employee has only one account, they will be able to remove it via Employee Self Service without restriction.
    • Second, a warning message will appear advising you that if you remove the account, you cannot add a new account(s) until the following day.
    • If you select Yes to proceed with removing your direct deposit bank account information, you will be routed to the Direct Deposit page and the following message will appear: “You are not allowed to add any direct deposit entries today.  You will be able to add direct deposit data tomorrow.”
Edit account pagelet

In the case of a multiple direct deposit accounts, if the employee Removes the “Remaining Balance” account, they will be forced to assign one of their existing accounts as a remaining balance account. If one account is left, it will be defaulted to a deposit type of Full Balance.

Video Tutorial

The video below demonstrates the process actions described in steps listed above.  There is no audio included in this video.  Select the play button to start the video.

Video Tutorial via Panopto

View the external link to Viewing or Updating Direct Deposit Information.  This link will open in a new tab/window.

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