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MDP - Employee - Adding or Updating Payment Details

Guide on how to add or update employee bank details

Written by Sharabin Mathi

In this article, you will learn how to add or update your employee's bank details.

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Adding Employee Payment Details

Updating Employee Payment Details

Adding Employee Payment Details

As part of the employee creation process, the third step involves setting up bank details for the employee. You will have the option to choose from four types of accounts:

  • Bank Account

  • Building Society

  • International Bank Account

  • None

Select the account type that applies to the employee:

Account Type

Field Details

Bank Account

Bank Name, Account Name, Account Number, Bank Sort Code

Building Society

Bank Name, Account Name, Account Number, Building Society Roll Number, Bank Sort Code

International Bank Account

Bank Name, Account Name, Address, IBAN, BIC / SWIFT, ISO Country Code (Payment), ISO Currency Code (Credit)

You can select one of the following options:

  • Save: Saves the data and proceeds to the next step in the employee creation process.

  • Skip: Skips the current section.

  • Draft: Saves your progress so you can return later.

Tip: Use the section indicators at the top to move between sections. For example, click Pension to go directly to the Pension section.

Updating Employee Payment Details

To update the bank details of the employee, please follow the steps below:

  1. Navigate to the dashboard by clicking on the logo. This will take you to the Company List page.

  2. Find the company and click the People icon in the corresponding row. This will open a screen displaying a list of employees.

  3. Locate the employee you wish to edit and click on the Edit icon on the corresponding row.

  4. In the Payment Details section, you will have two options based on the initial setup

    1. Add: If you didn't configure payment details during the initial setup, you will see the Add option. Follow the steps outlined in the Add Employee Payment Details section to set up the payment details.

    2. More: If the payment details are already present, click More to update the payment details.

      1. Make the changes and click Save to apply changes.

      2. To discard any changes you have made and reload the previously saved data, select Reset.

  5. If no changes are required, click the Close icon at the top-right corner of the slider to exit.

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