Adding Employee Direct Deposit Info in Patriot Software

Background

Direct Deposit is a means of paying your employees electronically into their bank accounts without the use of paper paychecks. Employees will provide their bank account information and can choose how they would like their money to be paid. If you choose to offer Direct Deposit to your employees, they can designate a flat-dollar amount, a percentage, or the remainder of their money to be deposited into an unlimited number of bank accounts. For a full definition, seeDirect Depositin our Payroll Glossary. For further related reading, see our blog articleThe Advantages of Direct Deposit.

If you need to add contractor banking info for direct deposit, seeAdding Contractor Direct Deposit Info.

How to enter your employee direct deposit info in Patriot Software

First, be sure you have selected direct deposit as your payment method. Otherwise, you won’t see direct deposit bank info on the employee records. SeeSetting Up Direct Deposit用于说明。

员工可以在员工门户网站中输入自己的直接存款信息。看Managing My Direct Deposit: FAQs.

Or you can enter your employees’ direct deposit information on their behalf, if they have already completed a paper form or some other method of designating their banking information.

• Payroll > Employees > Employee List
• Click the employee’s name in the员工名单.
• Click the“Direct Deposit”关联。

To add a new Direct Deposit Account

Click theAdd New关联。将出现一组空白字段。

Account Nickname:输入此银行帐户的可选昵称。

ABA Routing Number:This is the 9 digit routing/ABA number that identifies the employee’s bank. Enter this twice.

Account Number:Enter the employee’s bank checking/savings account number twice. If the employee is using a pay card or debit card, enter the actual bank checking/savings account number associated with the pay card, not the pay card or debit card card number.

Account Type:Select either Checking or Savings.

Deposit Entire Net Pay?If this is the first account for this employee, and you want to deposit theentire net payinto this account, choose “Yes.” If the employee will be depositing into more than one bank account, choose “No.”

Direct Deposit Type:如果您选择了上面的“否”，则员工可以指定固定的美元金额或净薪金的百分比以进入另一个帐户。选择Direct Deposit Type,either a fixed amount or percentage.

Amount:Enter either the flat dollar or percent amount.

ClickAdd Account.

Once the employee’s direct deposit information has been entered and a payroll has been processed, the pay information will be included in thedirect deposit NACHA file.

[DEFINITION: NACHA File]

To confirm an account number

看Verifying an Employee Bank Account Number.

To edit or inactivate a direct deposit account

• Click the “Edit”图标的行账户。你可以灭活or activate an account, or change the nickname, or the amount. If you need to change the ABA, account number, or account type, you will need to delete this account and add a new one. When you inactivate a direct deposit account, the information will be saved, but no money will be deposited into that account.
• ClickSave.

To delete a direct deposit

• Click the trashcan icon at the end of the row.
• ClickYesto confirm you want to delete this account.

[RELATED ARTICLE: Direct Deposit Can Help Boost Employee Savings]