Direct Deposit Add Screen

Use the Direct Deposit Add screen to add new direct deposit account information or modify existing information.

The screen displays the Changes to Current Account Information table, which contains account information that is pending. If there is no pending account information, the table displays current direct deposit account information.

Changes to Current Account Information

Field Description
Priority

This field displays the rank/order number for the direct deposit account.

Routing Transit #

This field displays the financial institution's nine-digit routing transit number. Click on the column header to display a sample check that shows where to find the routing transit number on your check.

You must enter a routing number for  a financial institution that your company administrator has already set up. If you enter a routing number for a financial institution that is not set up, you receive the message: "The Routing Transit # you entered does not exist in the database.  Please check to make sure it was entered correctly."

Financial Institution

This field displays the name of the financial institution.

Account #

This field displays your account number at the financial institution. Click on the column header to display a sample check that shows where to find the account number on your check.

Type

This field displays a description of the type of account: Checking, New Checking, Savings, or New Savings.

Method

This field displays the method that you have requested to be used to divide your pay between financial institutions: Fixed Amount, Percentage, Net Pay, or Inactive.

Any remaining paycheck amount goes to Net Pay.

Pct/Amount

This field displays the dollar amount or percentage to be forwarded to the account.

Net Pay

This selection shows where the remaining paycheck amount will be forwarded.

Delete

Select this check box to mark this bank account information for deletion.

Reset

Select Reset to discard the changes that you made.

Update

Select this button to refresh the screen and save any changes, additions, or deletions that you made. You will remain on the Add screen.

The Update button is helpful when you have reached the maximum number of accounts allowed and need to delete old accounts and add new accounts.