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In the guide:

• Direct Deposit
• Multiple Direct Deposits
• Remove Direct Deposit

Direct Deposit

To set up direct deposit for an employee:

1. In Employee Setup, select the employee.
2. You are automatically directed to the “General” tab. Switch to the Direct Deposit tab.
3. Under First Account, select Checking/Savings from the dropdown, enter Routing # (9 digits) and Account #.
4. In the Split Method dropdown, select Percent Split and enter 100 in the Amount field (for 100% of the net payroll to be deposited to the account).
5. Set the DD Status to Pre-Note (this will test the direct deposit before setting it to active).
6. Save.

See it in action:

 

Multiple Direct Deposits

To set up direct deposits to multiple accounts for the same employee, you can divide it either by a percentage of the check or by a set dollar amount:

Percent Split

If you’re splitting Direct Deposit equally into two accounts:

1. Enter 50 in the first account.
2. Enter 100 in the second account.

This will put 50% in the first account and the remaining balance (100%) in the second account.

[If you were to put 50 in the second account, it would only deposit 50% of the remaining balance and the employee would receive a paper check for the remaining balance.]

Dollar Amount Split

To Direct Deposit a specific dollar amount to an account:

1. Select Flat Split from the dropdown.
2. Enter the Amount to be deposited in the first account.
3. Enter 100 in the second account in order for 100% of the remaining balance to be deposited in the second account.
4. Save.

Ex: $210 (Flat Split) in First Account and 100% (Percent Split) in Second account.

 

See it in action:

Next: Set up time & labor >

 

Remove Direct Deposit

To remove direct deposit for an employee:

1. Employee Setup.
2. Enter the employee number.
3. Select the Direct Deposit tab.
4. In Account Type, use the drop box and select None. Save.
   

 

See it in action:

 

To remove direct deposit for all employees for a specific payroll:

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

1. Click New Payroll.
2. Payroll Options.
3. Check off Turn OFF Direct Deposit for the entire payroll.
4. Click OK.

 

For more info, see About PlatinumPay.