Setting Employee's Default Bank Account

Setting Employee's Default Bank Account

In order to set the Employee Bank, go to Payroll -> General > Employee List -> Click "Edit" for the employee

 While in Employee Career Progression screen

Please Select : Payroll -> Bank 




In the Employee Bank Form 


Select or Create a default bank account for the employee. 


Click on the "Set as Default Account" Button.



Once the bank account is been set as default the bank account list will be updated and display as below. The Bank Account that has been set as Default will be bracketed as "(Default)". 



You are able to use export/import features to update employee bank in bulk.

Export Data:





  1. Click on Export button.
  2. An Employee Bank file is downloaded. Open the file with excel. 
  3. Amend the data and save the file in "xlsx" format. 

Import Data:


​


  1. Click on Import button.
  2. Click on Choose File to select the file save previously.
  3. Click on Data Import button to update the employee bank.