Employees can update their bank details in the mobile app. In order for your employees to be able to update the information on their own, the Employee Self Service Dashboard must be enabled in Settings > Feature Management.
What's covered in this guide?
Adding a bank account
Open the mobile app and click on the profile in the top right of the page
Select Bank Details
Tap Add bank account
Enter the following details
Full Name: Your legal name as it appears on your bank account
Account Type: Select Checking or Savings
Routing Number: Your bank's 9-digit routing number
Account Number: Your account number (5-17 digits, no dashes or spaces)
Tap Add
Your payroll administrator will receive an email notification when bank details are updated.
Splitting pay across multiple accounts
You can send a portion of your pay to one account and have the remainder deposited into another.
How it works:
One account is always designated as the Remaining Allocation account — it receives whatever is left over after any other allocations
Additional accounts can each be set to receive a specific percentage or fixed dollar amount per paycheck
To set up a split:
Add a second bank account using the steps above
Go to Settings → Bank Details and tap the edit icon on the second account
Set Allocation as to either Percentage or Fixed Amount
Enter the Allocation Amount
Tap Update
Example: If Account B is set to 20%, then 20% of each paycheck goes to Account B and the remaining 80% goes to your Remaining Allocation account (Account A).
Deleting a bank account
Open the mobile app and go to Settings → Bank Details
Tap the edit icon on the account you want to remove
Tap Delete and confirm when prompted
Note: If you delete your Remaining Allocation account and still have other accounts set up, one of your remaining accounts will automatically become the new Remaining Allocation account.