Set up an Employee's Direct Deposit Information

Use an employee's bank information to set up direct deposit for them.

You must have accounting administrator permissions to perform this task. If you clicked Next from the previous section and have not exited, disregard the first two steps.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Either click the employee's name, or click the ellipsis icon beside an employee and select Edit.
  3. On the Direct Deposit tab, enable direct deposit for this employee.
  4. With the information this employee provides, select whether they want to receive their direct deposit through their Checking or Savings account.
  5. Enter the routing number for their preferred bank.
  6. Enter their account number.
  7. Optional: If the employee wants a dollar amount or percentage of his or her net pay to go into another account, click Add Additional Account, and enter the account's information. Any remaining will deposit into his or her primary account.
  8. If you want to continue with this employee record, click Next: Adjustments. If you want to return to this later, click Save & Close.

Edit an Employee's Direct Deposit Settings

Edit any changes to an employee's direct deposit settings.

You must have accounting administrator permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Either click the employee's name, or click the ellipsis icon beside an employee and select Edit.
  3. On the Direct Deposit tab, click Edit.
  4. Use any new information the employee provides to update their direct deposit settings.
  5. Click Save.

Clear an Employee's Direct Deposit Settings

Delete all bank account information, and disable direct deposit from an employee's record.

You must have accounting administrator permissions to perform this task.

Warning: This deletes all bank account information from an employee's record. You will need to reenter the information if you decide to pay them via direct deposit again. If you only want to disable direct deposit, turn the Enable Direct Deposit switch off.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Either click the employee's name, or click the ellipsis icon beside an employee and select Edit.
  3. On the Direct Deposit tab, click Clear Direct Deposit Settings.
  4. If you clear this employee's settings, you will have to ask them for their bank information if you ever want to add direct deposit again to their record. If you're sure you want to clear their settings, click Clear.
  5. All of this employee's settings are now deleted, and direct deposit is disabled.