Creating a Deduction Set — Direct Deposit tab

Use this tab to enter the bank information used for direct deposit of the employee's paychecks.

See About Direct Deposit for more complete information.

Direct deposit information can only be added, modified, or deleted if the deduction set is in the New state.
Note: Normally a new set is created for editing when a set is approved. But if there isn't a new set, make a copy of the current deduction set in order to add or make changes to the deductions or benefits.

Add direct deposit information

  1. While in Payroll > Deduction Assignment > Deduction Set Detail on the Direct Deposit tab, click the Add button at the top of the tab. The Add Direct Deposit Deduction window opens in a popup.

  2. Complete the fields as described below. Required fields are marked with a red asterisk (*).

  3. Click Save to save this deduction/benefit and return to the Deduction Set Detail window,
    OR click Save and Add. to save this deduction/benefit and add another.

  4. Repeat steps 2 - 3 to add more bank accounts.

When finished adding deductions/benefits & direct deposit information to the employee's deduction set — if you don't need to enter a cap group override — either click Save or Save and Approve.

 

Continue with Create a Deduction Set — Override Group Cap

Return to Creating an Employee Deduction Set

Return to Deduction Assignment Overview