Bank Details
From Subscribe-HR Wiki Help
(→Creating Bank Details Records for an Employee) |
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# 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 ''' | + | # 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. | ||
Revision as of 03:49, 30 June 2017
Contents
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
- After logging into the Subscribe-HR portal, select the Human Resources TAB.
- Select the Employee folder.
- Select the desired employee.
- Select the Bank Details sub-folder from the left side menu.
- Select the [Add New Record] button.
- Fill in the fields.
- 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. |
