If an employee is granted access to add bank details they can add their details via HOME > MY PROFILE. In most cases HR has the access and can add bank details for their employees, as one or multiple bank accounts.

An HR admin. can view your profile and edit it and under the 'BANK DETAILS' tab under MANAGE > HR > PEOPLE, including:

1. Bank Name: select a bank from the dropdown. If you cannot find this bank enter the name of a new bank you want to get set-up
2. Account Type: select checking vs. savings account
3. Sort Code & Swift Code: Enter your six digit bank's sort-code and/or Swift code here (some banks use one or other)
4. Account Number & Name: Enter your account number. Enter your name(s) as it appear in your bank statement (e.g. joint names for a joint account)
5. Beneficiary: in case you have a bank account on behalf of someone else enter their name here (the person this account for)
6. Country and IBAN Code: Select Country in which you have your bank. First two letters of IBAN Code are based on country, you can enter any remaining IBAN code data
7. Payroll Company: most employees are paid out of the company they work for (so you can leave payroll company blank). If you have employees who have one of their bank accounts in another country then you may choose to transact funds or payroll which is for that bank account through a separate company or legal entity in the same country as the bank account. In that case, select your company, normally in the bank's country, you want to process payroll data for funds going to this particular bank account
8. Re-use bank for other employees: only applicable if you created a new bank account in step #1 above. If this is a one-off bank account for just this employee then leave unchecked, but if you want to add this new account the list of banks for other employee records then check this box
9. Address: Enter your bank branch's address which includes street, town, region, country and postal or zip code
10. Account Currency: Select the currency in which pay or expenses will be credited to employee. This is normally the currency of the bank account. If you want the pay in local currency and have the bank do any conversion, then enter your local currency here
11. Intermediary accounts are used when you pay money into one bank account to transfer it to another account, one you cannot pay directly into. If this is the case then you need to set up both the intermediary and the final destination account as separate bank accounts for this employee. Once you have done this in the details of the final destination account select the intermediary account
12. If an employee has just one account you can leave this section blank because 100% of their compensation will go to a single account. If your employee wants to split their pay between several accounts then for each account specify either the % of their salary or maximum pay amount to go to this account or the maximum amount. If you enter both then the % of pay up to maximum will go to this account
13. Expenses & Remaining: you must always set up the LAST account as "remaining pay to this account" which literally means that any compensation or salary pay not going into a previous account will get paid into this last account. In addition if you want to process expenses via payroll you can check "Pay expenses to this account" to have all the employee's expense reimbursements go into one specific account
14. If the employee has more than one bank account then fill in details for the first account and click on the + button to create a second account. It will say "Bank account 2 of 2" at the bottom and you can use the left or right double arrows to navigate between the two (or more) accounts. To delete a particular bank account click on the trash can icon.

If your employee has multiple accounts it is recommended to set up the accounts into which you pay a specific % of salary first, and the account getting the "remaining pay" last. Pay is always split according to these % or max. amounts if you have more than one bank account which this information filled out.