Inactivating a bank account

  1. Sign in as Administrator, Payroll Administrator, or Employee.
  2. Select Employee > Profile > Personal Information > Bank Account.
  3. Select an active bank account.
    Partial direct deposit must be enabled on the bank account.
  4. Click Inactivate.
    • The bank account record is in Inactive status as of the current date.
    • The deposit order is blank on the inactivated bank account record.
    • Inactive bank accounts cannot be updated.

    When partial direct deposit is not enabled on the Bank Details Setup page, the remaining balance account record cannot be inactivated using the Inactivate action. Employees can request for an Administrator or Payroll Administrator to inactivate by clicking Request to Inactivate.

    The active remaining balance record is inactivated when adding a new bank account and selecting Remaining Balance as a deposit type or when updating a flat or percent deposit type to Remaining Balance. When using the Add or Update action, click OK on the confirmation message to inactivate the existing remaining balance record.