Bank Info for Personal Payment Methods for Mexico

You can create bank, branch, and bank account info as part of implementation, or you can let employees add their own bank info. Once created, you can use bank accounts in other applications, such as expenses.

Enter Bank Info for Personal Payment Methods

This table summarizes approaches to create bank info for employees.

Approach	Purpose
Manage Banks and Manage Bank Branches pages	Create, edit, and view your bank account information. Banks and associated branches created appear in a list of values on the personal payment method page when the CE_USE_EXISTING_BANK_BRANCH profile is set to Y.
Payment Methods page	Create, edit and view employee bank account details to receive payments.
HCM Data Loader	Use an integrated Excel workbook to load personal payment methods and employee bank account details.

Approach

Purpose

Manage Banks and Manage Bank Branches pages

Create, edit, and view your bank account information.

Banks and associated branches created appear in a list of values on the personal payment method page when the CE_USE_EXISTING_BANK_BRANCH profile is set to Y.

Payment Methods page

Create, edit and view employee bank account details to receive payments.

HCM Data Loader

Use an integrated Excel workbook to load personal payment methods and employee bank account details.

You can use CE_USE_EXISTING_BANK_BRANCH profile option to control to whether or not your employee can create their own bank and branch data. On the Manage Cash Management Profile Options page, set the Use Existing Banks and Branches profile option to either Yes or No.

If you set the option to Yes, you need to load bank and branch data. Administrators and employees select bank and branch details from a list of values in the bank region on the payment method page.
If you set the option to No (default setting), you don't need to load any bank details. Administrators and employees enter their bank and branch details as free text.

Note: In order to manage banks and branches, you must have the Manage Bank and Manage Bank Branch privileges.

Access to Personal Payment Methods and Bank Info

The table shows the privileges you need to access personal payment methods and bank info:

User	Privileges	Access Description
Employee Self-service	Maintain Personal Payment Method	Allows users to maintain their own personal payment methods
Employee Self-service	View Personal Payment Method	Allows users to view their own personal payment methods
Employee Self-service, Implementors, Administrators, or Managers	Payee Bank Account Management Duty	Allows users to create bank accounts
Implementors, Administrators, or Managers	Manage Worker Personal Payment Method	Allows access to maintain employee personal payment methods
Implementors, Administrators, or Managers	View Worker Personal Payment Method	Allows access to view employee personal payment methods.