- Select the People tab, locate the employee from the list of employees and open their profile
- Once you have opened the employee's profile, select the Direct Deposit tab
- Select the Green Pencil Icon beside the Direct Deposit heading
- The Edit Bank Account window will open, select the Bank Name from the list, enter the Transit & Account Number. Optional: indicate whether this account is a checking or savings account
- Select Save and you will receive the confirmation message "Successfully Updated Bank Account"
Note: Please note that payrolls will be directed to the bank accounts that were listed on your employees' profiles at the time the payroll was confirmed; if you update an employee's bank account after a payroll run has been confirmed, the payment will not be sent to the new bank account until the following payroll.
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