Adding, updating, or reordering your bank details

Some fields are available only when they are configured by your organization.

  1. Sign in as Employee.
  2. Select My Profile.
    The Profile page is displayed.
  3. Click the Contact Information tab.
  4. 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.
  5. 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.
    • When partial direct deposit is not enabled on the Bank Details Setup page, the first active account added on the resource bank record is set as Remaining Balance. Flat Amount or Percent cannot be selected.
    • When you have one active bank account, that account is set as Remaining Balance. On any subsequent accounts added, you can select the deposit type of Flat Amount or Percent.
    • You can use the Change Order action to change the distribution order. This action can be performed on all active accounts except Remaining Balance.
    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 account is the default, 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.
  6. Click Submit.
    The Contact Information tab is displayed.
  7. 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.