Bank Details

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 portal, select the Human Resources TAB.
2. Select the Employee folder.
3. Select the desired employee.
4. Select the Bank Details sub-folder.
5. Select the create 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.