Add bank account details
Follow the steps below to add bank account details to an employee:
Search for the employee and go to their profile.
Click Payroll, then Bank.
Click Edit.
In the Primary Bank area, select an option from the Payment Type dropdown.
Enter the details as prompted, such as the Account Name, Sort Code and Account Number.
Click Save.
📌 Note: If you cannot select a Payment Type this means bank details have already been added. In this case, change the data in the fields as needed and save.
Permissions needed
To edit bank account details for another employee you will need the permissions below:
Bank Account Details
HR - Payment Method Primary
HR - Payment Method Secondary
These can be added for you by your manager or any System Owner user by following the steps in our article on adding permissions.