Creating the direct deposit task

Customers can gather resources' bank account information during the onboarding process. Not that the direct deposit task is not available to candidates. This bank account information is used for direct deposit. The application uses the direct deposit transition task to collect bank account information. When the bank account information is added to the system, it is accessible by the resource and qualified administrators.

Depending on the configuration of the task, resources can specify multiple bank accounts and the percentage of the total paycheck that is allocated to each. The administrator who configures the direct deposit task can specify the minimum number of direct deposit accounts that resources must add to complete the task.

  1. Select Administrator > Transition Management > Setup > Tasks.
  2. Click Create.
  3. Specify this information:
    Task
    Specify the name of the task.
    Active
    Select this check box to make the task available for programs.
    Audience
    Specify Resource.
    Task Type
    Specify Form.
    Form
    Specify Direct Deposit.
    Required Entries
    Specify the minimum number of bank accounts the resource must add. For example, if each resource is required to split the direct deposit between two bank accounts, specify 2.
    Prerequisite Task
    If the task requires a prerequisite, specify the prerequisite task.
    Use Prerequisite Task Eligibility
    Select this check box to enable the prerequisite.
  4. Click the Save button.
  5. Click Restrict Eligibility.
  6. Optionally, specify schedule and email automations options.