In this article, you will learn how to add or update your employee's bank details.
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Adding Employee Payment Details
As part of the employee creation process, the second step involves setting up bank details for the employee. You will have the option to choose from three types of accounts:
Bank Account
Building Society
International Bank Account
For all account types, you will be required to provide essential details such as:
Bank Name
Account Name
Bank Account
If you select the "Bank Account" option, you will need to provide the following additional details:
Account Number
Bank Sort Code
Building Society
For a "Building Society Account," you will also need to provide:
Building Society Roll Number
Bank Sort Code
International Bank Account
If you choose the "International Bank Account" option, the following details are required:
Address Information
IBAN (International Bank Account Number)
ISO Country Code (Payment)
ISO Currency Code (Credit)
BIC / SWIFT Code
Once you have entered all the required information, select one of the following options:
Draft: Saves your progress so you can return later.
Save & Next: Saves the data and proceeds to the next step in the employee creation process.
Updating Employee Payment Details
To update the bank details of the employee, please follow the steps below:
Navigate to the Dashboard by clicking on the logo.
On the "Manage Clients" list, locate the client you wish to update and click the "People" icon
in the corresponding row. This will open the people dashboard page.
Locate the employee and click the "Edit" icon
on the row. It will open a page with a list of sections.In the "Payment Details" section, click "More" to edit details.
A slider will appear displaying bank details fields similar to the creation screen. Make the necessary changes. For more details about the screen, please review this section.
Save or Discard Changes:
Click Save to confirm the updates.
Click the Close icon
at the top right of the slider to discard changes.
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