There may examples where an employee's banking details may change, such as moving to a new bank or merging your bank accounts into one account. In these cases, the information stored within the employee profile will become outdated.
You can use the Banking Details feature to update these details if they change. The platform will reflect the changes you made in your personal file throughout the entire HR platform.
You can use the percentage function to set a percentage based payment split between each account, i.e. two bank accounts with 50% in each percentage field, will split the employees wage evenly between both accounts.
You can use the amount function to set a dollar-based payment split between each account i.e. if you have two bank account fields and designate one of those accounts with a $400 amount, then the second bank field will default to remaining.
To lock an employee bank account, it requires an active connection with Employment Hero Payroll and you must either be an owner and/or admin.
You can not lock a back account if there is only one employee bank account provided. There must always be at least one bank account that an employee can edit.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee that needs their bank details locked.
- Click the Banking Details tab.
- On the bank account line you need locked, deselect the editable by employees tick box.
- Click the Update button.
Employees do not see the editable by employees column. The locked bank account will appear as greyed out.