Human Resources

Employees - Banking Details

Banking Details can be set up to add details that are not already set up on the system. For example, an employee may have a secondary savings account, into which any company reimbursements or bonuses will be paid.

Here you can view, Add, Edit and Delete any additional banking details set up on the employee (as well as the ones you can view in the Edit Employee screen)

Ribbon Access: Finance and HR   >   Employees

  1. The Employees listing screen will open.

View Employee Banking Details

Select Employee

  1. Select the row of the employee whose banking details you wish to view.
  2. Click on the Banking Details tile.

  1. The Banking Details for: [] screen will open.
  2. Here you can view the banking information set up on the system for the selected employee.

Add Employee Banking Details

  1. Click on Add.

  1. The Add new bank account screen will open.
  2. Fill in the new banking details:
  • Bank Name: Click on the drop-down arrow and select from the list, the applicable bank name.
  • Account Name: Type in the name of the account holder.
  • Account Number: Type in the number that identifies this employee's individual account.
  • Branch Name: Type in the branch that this account is linked to.
  • Branch Code:Type in the unique identifier of this bank.
  • Account Type: Click on the drop-down arrow and select from the list the type of account e.g. Cheque, Savings, Current.
  • Default Account: Select this check box if this is the primary account that the employee wishes all payments to be made into.

Note on Default Account: This is important if the employee has more than one account set up on the system. For example, one account may be the default for regular salary payments and a second account may be for bonus or expense payments.

Save Added Details

  1. When you have completed the banking details.
  2. Click on Save.

  1. A message box will pop up advising the following:
    • Bank Account has been saved.
  2. Click on OK.

  1. You will return to the Banking Details for: [] screen.
  2. The new banking information will be added to the data grid.

Edit Employee Banking Details

  1. Select the row of the banking details where you wish to make changes.
  2. Click on Edit.

  1. The Edit bank account screen will open.
  2. Make the required changes to the details.
  3. In this example, the Default Account check box is to be selected.

Save Edited Details

  1. When you have finished editing the required details,
  2. Click on Save.

  1. A message box will pop up advising the following:
    • Bank Account has been saved.
  2. Click on OK.

  1. You will return to the Banking Details for: [] screen.
  2. The edited banking information can be viewed in the data grid.

Note on Default Account Settings: Selecting the bank account as default 'Yes', will set any other accounts in the data grid to 'No' as only one Default Account can be set up.

Delete Employee Banking Details

  1. Select the row of the banking details that you wish to remove.
  2. Click on Delete.

Save Deletion

  1. A Delete Bank Account message box will pop up with the following prompt:
    • Are you sure you want to deleted this Bank account?
  2. Click on Yes.

  1. An Employee Banking Details message box will pop up advising the following:
    • Banking Details Deleted.
  2. Click on OK.

  1. The selected banking details will be removed from the data grid.
  2. Click on Back to return to the Employees listing screen.