USA Payment Information Update
INTRODUCTION
If maintaining your personal data up to date is crucial for an accurate profile, payment information is also key, because this indicates how you want to get paid: cheque or direct deposit.
Important notes:
- Please ensure Start Date reflects the correct start date of the pay period you want the change to be reflect in;
- Always refer to the USA payroll calendar to identify the correct dates:
- If the start date is not in line with the pay period, it could result in two direct deposit amounts being hitting the secondary bank accounts.
- It could take up to 2 pay periods for payment bank changes to reflect on your pay checks. Do not close your previous bank account until the changes are successfully implemented.
- Employees can have only 1 Main Account and several Secondary/other accounts.
- Main Payment Method is the Main/Primary Account
- Payroll is the Secondary/other account
Below you will find some supporting tips to help you to correctly update your payment information
To add a cheque as a payment method
Please update only Highlighted fields.
- Date: Must be the start date of the pay period you want the change to reflect in.
- Pay Type: Every employee must have a Main Payment Method Set up.
2. To add a bank transfer or direct deposit as a payment method
3. To add your Bank information as a payment mothod
Update the following fields:
- Date: Must be the start date of the pay period you want the change to reflect in.
- Pay Type: Every employee must have a Main Payment Method Set up. This is the primary bank information.
- Note: If you wish to have your funds Direct Deposited, please choose Bank Transfer on the drop down menu or “Cheque” if you want to receive it via check (not recommended).
- Bank: Please enter routing number
- Account Type (USA): Specify checking or savings
To add an additional account: To transfer a portion of your net pay to a secondary account, you can either choose a percentage or an amount.
Please enter the following information:
- Date: Must be the start date of the pay period you want the change to reflect in.
- Pay Type: Payroll
- Note: If you wish to have your funds Direct Deposited, please choose Bank Transfer on the drop down menu or “Cheque” if you want to receive it via cheque (not recommended).
- Bank: Please enter routing number
- Account Type (USA): Specify checking or savings
- Account Number: This is the account number where you want your funds to go to
- Percent: Percentage of the fund that you want to receive in your account or Amount: The portion of your fund that you want to receive in your account.
4. How to stop/cancel/delete bank
If you delete the Main Payment Method, please add a new account for this Pay Type, otherwise there will be a payroll error and this will cause a delay in your payment.
- Refer to Step 1 on how to add Main Account.
If you have any questions please open a ticket via Service One.
Date last updated:
