To add a new account:
Click the “Add New Account” button. A set of blank fields will appear. Here is a description of the fields:
- Account Nickname: Enter an optional nickname for this bank account.
- ABA Routing Number: This is the 9-digit number that identifies your bank. You’ll enter this twice.
- Account Number: This is your bank account number. You’ll enter this twice. If you are using a pay card or debit card, enter the actual bank checking/savings account number associated with the pay card or debit card, not the pay card or debit card number.
- Account Type: Select either Checking or Savings.
- Deposit Entire Net Pay? If this your first account and you want to deposit your entire net pay into this account, choose “Yes.” If you will be depositing into more than one bank account, choose “No.”
- Direct Deposit Type: If you have chosen “No” above, the employee may designate either a flat dollar amount or a percentage of their net pay to go into another account. Select the Direct Deposit Type, either a fixed amount or percentage.
- Amount: Enter either the flat dollar or percent amount.
To edit or inactivate an existing account:
Click the “Edit” icon in the row of the account. Make any changes, and click “Save.” If you need to change your ABA routing number, bank account number, or account type, you will need to delete the account and add a new one. When you inactivate an account, no money will be deposited into that account, but the information will be saved.
To delete an existing account:
Click the trashcan icon in that row. Click OK to confirm that you want to delete this account. You can add it back later if you wish.