How To: Add a New Direct Deposit
To add a new direct deposit to your account, navigate to your Home Tab, select the Request button, and choose the option to Update Direct Deposit information.
Click the
option
Click the 
option
Enter your banking details in the Add New Direct Deposit form.
- The Name and Description fields are optional and used for internal purposes only.
- Active From and To dates will determine which check dates this direct deposit will be applied to. By default, the direct deposit will activate immediately and remain active indefinitely.
- Deposit Type should be Direct Deposit
- Select the Bank Account Type - Checking or Savings.
- Select the Calculation Method to apply to this direct deposit. There are several direct deposit calculation method options available in the drop-down menu. Based on some of the selections the screen will display additional fields for completion.
- Entire/Remainder: Select if the balance/remainder of the net pay after all taxes, deductions and other direct deposit types should be deposited into this account. You should always have one Entire/Remainder account. If you are only adding one direct deposit to your record, select Entire/Remainder.
- Flat $ Amount: Select if a fixed dollar amount is to be deposited into this account. Enter the amount in the Amount field that will display upon selecting this option.
- % Of Net Pay: Select if a percentage of net pay before any other direct deposits are taken should be used as the amount for the direct deposit account.
- Account number and ABA/Routing number are required and must be obtained from your bank account or check. If using a check from your account, reference the bottom line on the check (MICR line) to see the account information
Once the form has been completed, click Save
The click Submit to send the HR Action for approval.
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