Using the PeopleSoft Fluid User Interface to Add and Modify Direct Deposit Accounts

This topic discusses how employees use the PeopleSoft Fluid User Interface to view, add, and modify Direct Deposits for PeopleSoft Payroll for North America (USA and CANADA).

For general information about Fluid pages in PeopleSoft HCM, see Understanding PeopleSoft Fluid User Interface Homepages in your PeopleSoft HCM Application Fundamentals product documentation.

Page Name

Definition Name

Usage

Payroll Tile

HC_PY_SS_NAVCOLL_FL (cref for the tile)

PY_IC_WH_PTILE_FLU (page for dynamic data)

Access a collection of self-service payroll transactions, including the option to add, view and modify direct deposit.

Direct Deposit Page

PY_IC_DIR_DEP_FL

View current direct deposit information.

Direct Deposit Page

PY_IC_RBAL_SEL_FL

Add or assign remaining balance accounts.

Add Account Page

PY_IC_DD_DATA_SCF

Add a new direct deposit account.

Edit Account Page

PY_IC_DD_DATA_SCF

View, update or remove an existing direct deposit account.

Review Existing Accounts Page

PY_DD_ACT_VW_SCF

Review your direct deposit accounts.

Remaining Balance Account Page

PY_IC_DD_RBSEL_SCF

Select an existing account to be the remaining balance account.

Reorder Accounts Page

PY_IC_DD_ORDER_SCF

Change the priority in which the accounts are processed

To add a direct deposit transaction, employees enter:

  • Nickname (optional)

  • Payment method

  • Bank and account information

  • Deposit type (amount, percent, or remaining balance) and related information

Employees can also edit or remove their direct deposit accounts.

Note: (USA) Pre-notification may affect the timing of the direct deposit updates in U.S.

Note: (USA, Canada and USF) If all direct deposit entries are removed, the user will not be able to add new account(s) until the following day. The user will be notified of this restriction when deleting the last account in self-service.

Email Notification

If direct deposit email notifications are configured on the Direct Deposit Controls Page, the system sends direct deposit notifications to the employee, the payroll administrator, or both. Notifications are sent any time employee direct deposit information is entered or updated.

Important! Notification emails are sent to the primary email address for the recipient’s User Profile, not to the email address in the recipient’s HR personal data record.

Employees cannot update their own User Profile email address. Administrators are responsible for maintaining this information. To view or update the email address for a User Profile, select the Edit Email Addresses link on the General page of the User Profiles component (PeopleTools > Security > User Profiles > User Profiles).

Push Notifications/Alerts

If direct deposit alerts are enabled on the Direct Deposit Controls Page, the system sends push notifications to the employee, the payroll administrator, or both. Notifications are sent any time employee direct deposit information is entered or updated.

Note: Alert functionality is available only for customers who have taken the Fluid Direct Deposit feature.

Account Masking

If direct deposit account masking is enabled, the system masks all but the last four digits of a direct deposit account number on employee direct deposit pages, administrator direct deposit pages, and wage statements (PDF and non-PDF paychecks and pay advices), depending on the configuration. Masking is optional, but strongly recommended.

For more information on masking functionally, see:

Additional Direct Deposit Configuration for Self Service

Refer to the Direct Deposit Configuration for Self Service topic for more information about the setup options that are available for managing direct deposit data in Employee Self Service.

Use the Direct Deposit page (PY_IC_DIR_DEP_FL) to view your current or add new direct deposit information.

Navigation:

(Smartphone) This example illustrates the Direct Deposit page.

 (Smartphone) Direct Deposit page

(Desktop) This example illustrates the Direct Deposit page for USA.

 (Desktop) Direct Deposit page for USA

(Desktop) This example illustrates the Direct Deposit page for Canada.

 (Desktop) Direct Deposit page for Canada

From the Direct Deposit page, you can view the list of your existing direct deposit accounts with details. The masking of account numbers is determined by the Employee Direct Deposit Pages option on the Payroll for NA Installation Page. Select an account row to view more information.

If you do not have any direct deposit setup on file and the system requires a remaining balance account on file from each employee, the system displays a message on the Direct Deposit page as you try to add accounts for the first time. The first account you add receives the full balance of the net pay. When you add a second account, the system automatically updates the first account to be the Remaining Balance account and changes its processing order to last in the list.

This example shows the instructional message that is displayed on the Direct Deposit page for employees who are required to have a remaining balance account in the system and are about to add their first direct deposit accounts.

 Direct Deposit page for employees adding the first account

Field or Control

Description

Add icon or Add Account

Select to add a new direct deposit account.

Filter icon

Select the filter button to filter records based on the payment method.

Reorder

Select the Reorder button to open Reorder Accounts Page.

The Reorder button appears if there are more than one account with a numeric order number defined on the Direct Deposit page.

Note: The Reorder button will not be available if filter is applied.

Print Option

Select, if applicable, to have a printed copy of the pay statement mailed to your home. Based on the selection, you will receive a confirmation message.

The presence of this check box is controlled by the suppress print configuration for the system and the employee. See Direct Deposit Configuration for Self Service for more information.

Use the Direct Deposit page (PY_IC_RBAL_SEL_FL) to add or assign remaining balance accounts.

Navigation:

Select the Direct Deposit tile. Remaining balance account is required in the setup and the employee does not have a remaining balance account on file.

This example illustrates the Direct Deposit page from where the employee can add or assign an existing account to be a remaining balance account, as required by the system.

 Direct Deposit page (Remaining Balance account required)

Field or Control

Description

Review Existing Accounts

Select to view the list of your direct deposit accounts on the Review Existing Accounts Page.

Assign Existing Account

Select to choose an existing account to be your remaining balance account on the Remaining Balance Account Page.

If the Remove Check as Payment Method in Self Service option is selected on the Direct Deposit Controls Page and you only have one account on file with Check as the payment method, it cannot be used as a remaining balance account. Either create a new remaining balance account or contact the payroll administrator for assistance.

Add New Account

Select to add a remaining balance account on the Add Account Page. The deposit type is set to Remaining Balance automatically.

When you add an account, the system displays a message when:

  • The maximum number of accounts allowed by the setup is reached, or

  • The sum of percentages specified in existing accounts has reached 100%.

In either case, you need to assign an existing account to be the remaining balance account.

If the Remove Check as Payment Method in Self Service option is selected, you cannot create a new account if you only have one account on file with Check as the payment method and it has a 100% pay distribution. Contact your payroll administrator for assistance.

Use Add Account page (PY_IC_DD_DATA_SCF) to add a new direct deposit account.

Navigation:

  • Select the Add button on the Direct Deposit page.

  • Select the Add New Account button on the Direct Deposit page (PY_IC_RBAL_SEL_FL).

This example illustrates the Add Account page for USA.

 (Desktop) Add Account page for USA

This example illustrates the Add Account page for Canada.

 (Desktop) Add Account page for Canada

Field or Control

Description

Nickname

Enter a unique account name for each direct deposit entry for your reference.

If this field is blank when you save the account, the system populates the default nickname using this naming convention: <account type><account's priority on the Request Direct Deposit page>, for example, Checking1. For remaining balance accounts, the naming convention is <account type>, for example, Checking or Savings.

Payment Method

Select the payment method. Valid values are:

  • Direct Deposit (default value)

  • Check or Cheque

    This value becomes unavailable if the Remove Check as Payment Method option is selected on the Direct Deposit Controls Page.

    If the selected payment method is Check or Cheque, the system displays only the Deposit Type and Amount or Percent fields for you to enter the required information.

Routing Number

Enter the routing number if you have selected Direct Deposit as the payment method. Routing number is not applicable if you have selected Check as the payment method.

Note: This field is available and applicable for U.S. only. If validations are enabled, the system validates the Bank ID (bank routing transit number) when employee direct deposit account information is entered or updated.

Bank validation functionality is configured on the Direct Deposit Controls Page (DIR_DEP_CNTRLS).

Bank ID and Branch ID

(CAN) The Bank ID and Branch ID fields appear for Canada only.

Enter the three-digit Bank ID, and enter the five-digit Branch ID.

Note: If validations are enabled, the system validates (CAN) Bank ID and Branch ID when employee direct deposit account information is entered or updated.

Bank validation functionality is configured on the Direct Deposit Controls Page (DIR_DEP_CNTRLS).

View icon

Select the icon to view the routing number format from a sample check.

Note: For Canada, the sample cheque with Bank ID format is displayed.

This example illustrates the sample check.

 Sample check with routing number format

This example illustrates the sample cheque.

 Sample cheque with Bank ID format

Field or Control

Description

Account Number and Retype Account Number

Enter the employee's account number. The account number represents the employee's checking or savings account into which the money should be deposited.

Account Type

Select the account type. Valid values are:

  • Checking

  • Savings

Deposit Type

Select the deposit type if applicable.

This field does not appear if the Require Remaining Balance Account option is enabled and you are adding your first direct deposit account to the system.

Valid values are:

  • Amount: Select this option if the employee wants a fixed dollar amount to be deposited in this account type.

  • Percent: Select this option if the employee wants a specific percentage of their net pay to be deposited in this account type.

  • Remaining Balance: Select this option if the balance of an employee's pay is to be deposited in this account type.

    If the Require Remaining Balance Account option is enabled and you do not yet have any account on file, the Remaining Balance value is not available on the Add Account page when you add the first 2 accounts to the system. When you add the first account, the Deposit Type field does not appear on the page. When you add the second account, the Remaining Balance value is not available for selection. However, the system automatically updates the deposit type of the first account to Remaining Balance and its processing order to last in the list.

    The system displays Remaining Balance as the default value (not editable) if you select the Add New Account button on the Direct Deposit Page (PY_IC_RBAL_SEL_FL).

Note: If the percent entered is not 100%, and the user has set up an account with the Remaining Balance deposit type, the remaining funds will be automatically paid to the remaining balance account. The remaining balance account will be the last account processed to pay out all remaining funds.

Amount

Enter the amount to be deposited in this account type.

Note: This field is available only if you select Amount as the deposit type.

Percent

Enter the percentage of the employee’s net pay to be deposited in this account type.

Note: This field is available only if you select Percent as the deposit type.

If the employee is required to have a remaining balance account, make sure that the sum of the percent values specified for accounts with the Percent deposit type is less than 100%.

Select Save to create a new direct deposit account using the information provided and view its entry on the Direct Deposit Page.

Use the Edit Account page (PY_IC_DD_DATA_SCF) to view, modify or remove an existing direct deposit account.

Navigation:

Select a direct deposit account row on the Direct Deposit page.

This example illustrates the Edit Account page for USA.

 (Desktop) Edit Account page for USA

This example illustrates the Edit Account page for Canada.

 (Desktop) Edit Account page for Canada

Use these pages to modify direct deposit details.

Note: If the administrator has created the account, Nickname will be auto-populated as account type appended with priority number. You can modify it.

See Also Add Account Page.

Field or Control

Description

Edit icon

Select the icon to update an existing direct deposit account number.

Note: If direct deposit account masking is enabled, the system masks all but the last four digits of a direct deposit account number.

Deposit Type

Select to update the deposit type of the account. Values are:

Amount

Percent

Remaining Balance

New Remaining Balance Account

Select an existing account to be the new remaining balance account. This field appears if the Require Remaining Balance Account option is selected on the Direct Deposit Controls Page, and you just changed the deposit type of the current account from Remaining Balance to another value.

Only accounts with the Direct Deposit payment method are available for selection, if the Remove Check as Payment Method in Self Service option is selected.

Remove

Use the Remove button to remove an existing direct deposit account.

If the Restrict Removal of Last Direct Deposit Account option is selected on the Direct Deposit Controls Page, this button is grayed out for the last account you have with the Direct Deposit payment method.

Note: If the Require Remaining Balance Account option is selected on the Direct Deposit Controls Page, the system displays a message if you are about to remove an account that is set up to receive remaining funds. You have the option to remove this account and then select an existing account to be the new remaining balance account, or cancel the account deletion.

If you decide to remove this account and then select another account to be the new remaining balance account when prompted, the system automatically updates its deposit type to Remaining Balance and its processing order to last in the list. If the selected account is the only account on file, its processing order will be changed to 1 and it will receive the full balance of your pay, as shown in its entry on the Direct Deposit Page.

Note: If you remove the last account, the user will not be allowed to add new account(s) on the same day. The user will be instructed to add the new account(s) on the following day.

Use the Review Existing Accounts page (PY_DD_ACT_VW_SCF) to review your direct deposit accounts on file.

Navigation:

Select the Review Existing Accounts link on the Direct Deposit page (PY_IC_RBAL_SEL_FL).

This example illustrates the Review Existing Accounts page.

 Reviewing Existing Accounts page

Use the Remaining Balance Account page (PY_IC_DD_RBSEL_SCF) to select an existing account to be the remaining balance account.

Navigation:

Select the Assign Existing Account button on the Direct Deposit page (PY_IC_RBAL_SEL_FL).

This example illustrates the Remaining Balance Account page.

 Remaining Balance Accounts page

This example illustrates the Remaining Balance Account page in which you can select one of the existing accounts on file to be the remaining balance account.

 Remaining Balance Account page with multiple accounts displayed

Field or Control

Description

Remaining Balance

Select Yes to change the corresponding account to be your remaining balance account. If multiple accounts exist on file, the new remaining balance account is reordered to last in the list.

Only one remaining balance account is required for each employee.

Use the Reorder Accounts page (PY_IC_DD_ORDER_SCF) to change the priority in which the accounts are processed.

Navigation:

Select the Reorder button on the Direct Deposit page.

This example illustrates the Reorder Accounts page in non-screen reader mode.

 Reorder Accounts page

This example illustrates the Reorder Accounts page in screen reader mode.

 Reorder Accounts page (screen reader mode)

Field or Control

Description
Reorder icon

Select to drag and drop the corresponding account to the desired position.

New Order

(Screen reader mode only) Enter the order in which the corresponding account will be processed. Enter 1 for the account to be processed first.

Do not enter duplicate order number or any number that is greater than the maximum order number in the list.

Refresh

(Screen reader mode only) Select to review the updated list before saving the changes.