Employee | The Banking Details screen
Overview
The Employee Bank Details Screen relates to the employee’s payment method and details required based on the payment method.
Edition
This feature is available on Lite / Premier and Master editions.
Navigation
Navigate > Employee > Basic Information > Banking Details
Details
The Employee Banking Details: Additional Account
Related Articles
How do I update existing employee bank details via the Bulk Actions screen?
This feature is available on all PaySpace editions To update the existing employee bank details, select the "Eye" icon to load the employee data, then select the "solid download" icon (the first icon in the left corner of the grid) to download the ...Can I delete an employee's banking details from the Banking Details screen?
This applies to all PaySpace editions. No. The information on an employee's banking details screen cannot be cleared/deleted. If an employee does not have banking details, select "Cash / Cheque" from the dropdown list in the Payment Method field. ...How do I add secondary banking details to an employee record?
This feature is available on all PaySpace editions. By adding another bank account, multiple banking details can be inserted on the Banking Details screen of an employee record. Navigate > Employee > Basic Information > Banking Details > + Bank ...How do I add a bank if it does not exist on the employee's Banking Details screen?
This feature is available on all PaySpace editions If a bank does not exist on the employee's Banking Details screen, it can be added via the Bulk Actions screen. Navigate > Bulk Actions Add the employee's bank details (the new bank name in column F) ...How can I input a transferred employee's banking details into their new employee record when they still exist in their original (terminated) employee record?
This feature is available on all PaySpace editions. Change the payment method to "Cash" on the employee's Banking Details screen on the terminated profile. Navigate > Employee > Basic Information > Banking Details Thereafter, the banking details can ...