Bank Details

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m (Protected "Employee-bank-details" ([edit=sysop] (indefinite) [move=sysop] (indefinite)))
(Creating Bank Details Records for an Employee)
 
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===Creating Bank Details Records for an Employee===
 
===Creating Bank Details Records for an Employee===
# After logging into the Subscribe-HR portal, select the Human Resources TAB.
+
# After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area.  
 
# Select the '''Employee''' folder.
 
# Select the '''Employee''' folder.
 
# Select the desired employee.
 
# Select the desired employee.
# Select the '''Bank Details''' sub-folder.
+
# Select the '''Bank Details''' sub-folder from the left side menu.
# Select the '''create''' button.
+
# Select the '''[Add New Record]''' button.
 
# Fill in the fields.
 
# Fill in the fields.
 
# Select the <b>Save</b> button.
 
# Select the <b>Save</b> button.
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<td width="232">Branch</td>
 
<td width="232">Branch</td>
 
<td width="458">Enter the Branch Name</td>
 
<td width="458">Enter the Branch Name</td>
 +
</tr>
 +
<tr>
 +
<td width="232">Split Type</td>
 +
<td width="458">Select the Split Type which the employee pay
 +
                                will be split into this account.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="232">Split Percentage</td>
 
<td width="232">Split Percentage</td>
<td width="458">If the employees pay is split into different  
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<td width="458">If the employees pay is split into different accounts enter the percentage to be split into this account. Do this on any additional bank account details records to total a maximum of 100%. This field is dependent on the percentage option of the Split Type dropdown.</td>
accounts enter the percentage to be split into this account. Do  
+
this on any additional bank account details records to total a  
+
maximum&nbsp; of 100%</td>
+
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="232">Split Amount</td>
 
<td width="232">Split Amount</td>
<td width="458">If the employees pay is split into different  
+
<td width="458">If the employees pay is split into different accounts enter the amount to be split into this account. Do this on any additional bank account details records. This field is dependent on the currency option of the Split Type Dropdown.</td>
accounts enter the amount to be split into this account. Do this  
+
on any additional bank account details records.</td>
+
 
</tr>
 
</tr>
 
</table>
 
</table>
 
<br>
 
<br>
 
[[File:subscribehr_logo.gif]]
 
[[File:subscribehr_logo.gif]]

Latest revision as of 06:49, 3 December 2018

Bank Details Records

The Bank Details area allows you to record an Employees Bank details and also record any pay split between bank accounts.
The Pay Split records via percentage or dollar value the amounts that should be deposited to various recorded bank accounts.

Creating Bank Details Records for an Employee

  1. After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area.
  2. Select the Employee folder.
  3. Select the desired employee.
  4. Select the Bank Details sub-folder from the left side menu.
  5. Select the [Add New Record] button.
  6. Fill in the fields.
  7. Select the Save button.

Mandatory fields are marked in bold, the record will not be saved unless mandatory fields are filled in first.

Bank Details fields explained

Field Name Description
Bank Account in use Select if this is the current bank account in use
End Use Date Enter the date this account should no longer be used. If not known leave this empty.
Account Name Enter the account name for this account
BSB Number Enter the BSB Number for the bank and branch
Account Number Enter the account number
Bank Name Enter the Bank Name
Branch Enter the Branch Name
Split Type Select the Split Type which the employee pay will be split into this account.
Split Percentage If the employees pay is split into different accounts enter the percentage to be split into this account. Do this on any additional bank account details records to total a maximum of 100%. This field is dependent on the percentage option of the Split Type dropdown.
Split Amount If the employees pay is split into different accounts enter the amount to be split into this account. Do this on any additional bank account details records. This field is dependent on the currency option of the Split Type Dropdown.


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