Adding, updating, or reordering your bank details
Some fields are available only when they are configured by your organization.
- Sign in as Employee.
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Select My
Profile.
The Profile page is displayed.
- Click the Contact Information tab.
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On the Bank Details pane, click
Add, then select I agree to acknowledge the disclaimer.
Or, select a row to update then click Update Bank Account.The Add Bank Details or Change Bank Details page is displayed.
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Provide this information:
- Routing Number
- Specify the identification number for the financial institution where your paycheck is deposited.
- Account Number
- Specify the exact number that the financial institution requires you to use when identifying your account.
- Account Type
- Specify the type of account so that the financial institution credits your deposit correctly. For example, Checking or Savings.
- Amount or Percent
- To place a specified amount from your paycheck into this account each pay period, select Amount and complete the Flat Amount field. To place a percentage of your paycheck into this account, select Percent and complete the Percent field.
- Begin Date, End Date
- Select the time range during which to direct deposits to this account. If there is no end date,then leave that field blank.
- Payment Description
- Your employer has configured the method of payment that is directed to this account.
- Distribution Order
- This field is available during updates only. View the current distribution order assigned to this account.
- Default Account
- This field is available during updates only. View whether this is the default account, if multiple accounts are listed.
- Attachment Title, Attachment
- If your organization requires a canceled check or other document that validates the information you provided here, attach and title the document.
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Click Submit.
The Contact Information tab is displayed.
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Optionally, click Change Order to
select a new position for this account in the payment sequence.
If you specify 1 in the New Order Number field, then this account's amount or percent is paid first. Other accounts receive the remainder, if any, as specified.