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Video: Direct Deposit

In this article:

• Direct Deposit
• Multiple Direct Deposit Accounts
• Remove Direct Deposit

Important to Remember

• If any of the steps for adding a direct deposit are not entered properly, the employee may receive a paper check instead of a direct deposit.
• A routing number is always 9 digits.
• If changing an employee’s direct deposit account information you must remove the previous account first.
• An employee can have their salary/wages split between multiple accounts, the last account must always 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.

Adding a New Direct Deposit

To setup direct deposit for an employee that doesn’t already have one:

1. Select the Employees tab
2. Select the employee
3. Select the Direct Deposit tab
   
4. Send the Authorization Form to your employee to fill out their banking information
   
5. Click +New Account to start entering the account information
   
   
   
   
   
6. Select the Account Type
7. Enter the Routing Number
         a) The bank name will automatically appear once the complete routing number is ented
8. Enter the Account Number
   
9. Select Save
   
   
10. 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.
    
    
    

 

 

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 

1. On the first account, select Fixed Amount
2. Enter the amount
3. The last account must be set up with % of remaining to 100%.
4. Select Save
   
   

Percentage 

1. On the first account, select % of remaining
2. Enter the percentage to be allocated to this account
3. The last account must be set up with % of remaining to 100%.
4. Select Save
   
   

Next: Set up time and labor >

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

1. In the Employees tab, select the employee.
2. Select the Direct Deposit tab
3. Select the pencil next to the account you wish to edit
   
4. Click Delete Account
   

Remove the direct deposit option without losing the direct deposit information

1. In the Employees tab, select the employee.
2. Select the Direct Deposit tab
3. Select the pencil next to the account you wish to edit
   
   
4. In the Account Type field select None
   
5. Click Save.

To remove direct deposit for a specific payroll:

[For example, if you want to hand out physical checks before a holiday.]

Payroll PPX

1. Go to the Payroll Grid.
2. Uncheck the boxes for each employee in the Direct Deposit column.

Payrolls *New*

1. Go to the open Payroll
2. Click on the 3 dots next to the employee’s name

3. Under ‘Check Type’ ensure that Print Check is selected

 

 

See also: Troubleshoot employee not receiving direct deposit.