How do I add a bank if it does not exist on the employee's Banking Details screen?
This feature is available on Premier and Master editions
If a bank does not exist on the employee's Banking Details screen, it can be added on the Other Dropdowns screen.
Navigate > Config > Basic Settings > Dropdown Management > Other Dropdowns > Bank Names.
Add the Bank Name and Default Branch Code. Once saved, the new Bank Name will be available for selection on the employee's Bank Details screen.
Navigate > Employee > Basic Information > Banking Details
Related Articles
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 ...How do I update an employee's banking details?
This feature is available on all PaySpace editions. An employee's banking details can be updated by editing the existing information in the mandatory fields on their Banking Details screen. Navigate > Employee > Basic Information > Banking DetailsHow do I update existing employee Banking Details via the Bulk Actions screen?
This feature is available on all PaySpace editions To update the employee's Banking Details, click the "Eye" icon to load their data, then click the "solid download" icon to download the pre-populated template. Make the necessary changes to the ...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 ...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 ...