In order to update your bank account details within the employee portal you simply need to enter 'Employee Details' (see here for help). Once in your details page, click 'Bank Accounts' to the left of screen.
The bank account details screen allows you to control how much of your pay goes into a bank account by specifying a percentage or fixed amount.
When you click on the 'Add' button you will be able to add a bank account.
Adding a Bank Account
Once you click on 'Bank Account', you will then be required to enter the following details:
- Name: Your first name and surname will pre-populate in this field. You can change this so that it matches the name of the bank account if you so wish.
- Sort Code: Enter your sort code ensuring there are no spaces and only numeric characters.
- Account Number: Enter your account number here.
- Roll Number: If you have a roll number enter it here.
- Pay into this account: You have three options here - (a) a percentage of your pay, (b) a fixed amount or (c) remaining balance - If only one bank account is to be set up, the value here must be 'Entire balance'.
- Then click 'Save'.
Deleting Bank Accounts
In order to delete bank account details, you simply click on 'Delete this bank account' if it is displayed in red. If it is in grey, it means it cannot be deleted. Common reasons for this is (a) it is the only bank account recorded for you and so another bank account will need to be added before it can be deleted or (b) the bank account is attached to a recurring deduction and so cannot be deleted until the deduction expires or is deleted. You will need to speak to your payroll administrator to have this changed.
Editing Bank Accounts
You may find that a bank account is greyed out and cannot be edited. This is because your payroll administrator has restricted this setting.
Otherwise, you can simply amend existing bank account details and then click on 'Save'.