This screen stores the bank payment information for an employee which is used to make direct deposits into the employee’s account
Fields contained in this screen are described below
- Account Number: This is the employee’s bank account number
- Sort Code: This is the employee’s bank sort code
- Bank Name: This is the employee’s bank name
- Account Type: This is the employee’s account type i.e. Current, Savings etc. Select the appropriate type for the list
- Address: This is the employee’s bank address
- Save Button: Click to save the Bank Details
Editing Bank Details
To edit Bank Details, navigate to this screen by clicking Bank Details on the side navigation panel. Click the edit button then and change the information as required (See Creating Bank Details). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.