Add & Edit Direct Deposit

1. Go to Team > My Team > Employee Information
2. Click the Employee Information  button for the applicable employee.
3. Click on the Payroll tab.
4. Click on or scroll down to the Direct Deposit section.
5. If you need to end a current direct deposit account, do that first by clicking the 3 dot ellipsis (…) to the right of the account and selecting View/Edit.
   
   Change the Active To date to the direct deposit end date and click Save.
   
   
6. To add a new direct deposit account, click +Add.
   
   
7. Be sure to complete the Bank Account Type, Calculation Method, Amount, Account #, Reenter Account #, and ABA #/Bank Routing # fields.
   
   
8. Click Save
   

Note: You can have multiple direct deposit accounts. To see an explanation of the Calculation Method types, see this article: Direct Deposit Calculation Methods

Watch a video demonstration with more details here: https://vimeo.com/manage/videos/683001947/46fdd8df2a

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