Purpose: This article explains how to update payroll banking information for one employee directly from their profile. This is the recommended method for day-to-day updates or corrections.
💡 Looking to update banking for multiple employees at once? > See How to Update Payroll Banking Information Using CSV Upload.
| Step-by-Step Instructions | Screenshot / Visual |
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Step 1: Locate the Employee Record
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Search bar showing 'EMP: Chang' with results |
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Step 2: Navigate to Bank Details 1. Inside the employee record, click the Payroll tab.
2. Select the Payroll Bank Details subtab.
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Employee profile with Payroll Tab and Bank Details highlighted
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Step 3: Add or Update Account
1. Select the Employee Bank Account view.
2. Click the New Payroll Bank Account button.
Note: Most employees only require one Primary account. |
New Payroll Bank Account' button
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Step 4: Enter Banking Details
• BSB Number: 5-digit branch/transit number. • Account Number: Full bank account number. • Institution Code: 3-digit code (e.g., 003, 004). • Status: Primary or Secondary. • Start Date: When the banking becomes effective. |
Completed Payroll Bank Account form
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Step 5: Save and Confirm
1. Click Save.
2. Verify that the account appears in the list with the correct Start Date.
Changes will apply to any payroll runs processed on or after that date. |
Updated list view |
📘 Best Practices for Payroll Admins
Use End Dates: Instead of deleting an old account, enter an End Date. This preserves the history of where money was previously sent.
Primary vs. Secondary: A Primary account does not require a specific "Amount." Use Secondary accounts only if an employee is splitting their pay (e.g., $100 to savings, the rest to chequing).