Video: Direct Deposit
In this article:
Direct Deposit
To setup direct deposit for an employee:
- Select the Employees tab
- Select the employee
- Select the Direct Deposit tab
- Send the Authorization Form to your employee to fill out their banking information
- Click +New Account to start entering the account information
- Select the Account Type
- Enter the Routing Number
a) The bank name will automatically appear once the complete routing number is ented - Enter the Account Number
- Select Save
- Your screen will automatically refresh to reflect the Direct Deposit information you've entered. Their Direct Deposit will default to 100% of their total paycheck amount to be deposited when active.
Notes: If any of the above steps were not entered properly, the employee may receive a paper check instead of a direct deposit. A routing number is always 9 digits.
Multiple Direct Deposit Accounts
To add multiple direct deposit accounts, perform the steps above in addition to these following steps.
You can divide it either by a Flat Dollar amount or by a Percentage of the check.
Flat Dollar
- On the first account, select Fixed Amount
- Enter the amount
- The last account must be set up with % of remaining to 100%.
- Any updates to banking information will automatically Pre-Note all Direct Deposit accounts creating a check the first week following the update.
- Select Save
Percentage
- On the first account, select % of remaining
- Enter the percentage to be allocated to this account
- The last account must be set up with % of remaining to 100%.
- Any updates to banking information will automatically Pre-Note all Direct Deposit accounts creating a check the first week following the update.
- Select Save
Remove Direct Deposit
To change an employee from direct deposit to normal check entry would depend on your goal:
1. Delete the bank account in its entirety
2. Remove the direct deposit option without losing the direct deposit information
3. Remove direct deposit for a specific payroll
Delete the bank account in its entirety
- In the Employees tab, select the employee.
- Select the Direct Deposit tab
- Select the pencil next to the account you wish to edit
- Click Delete Account
Remove the direct deposit option without losing the direct deposit information
- In the Employees tab, select the employee.
- Select the Direct Deposit tab
- Select the pencil next to the account you wish to edit
- In the Account Type field and select None
- Click Save.
To remove direct deposit for a specific payroll:
[For example, if you want to hand out physical checks before a holiday.]
- Go to the Payroll Grid.
- Uncheck the boxes for each employee in the Direct Deposit column.
See also: Troubleshoot employee not receiving direct deposit.