Bank Info for Personal Payment Methods

You use the Payment Methods task to define your bank, branch, and bank account info, depending on your duty role or profile option privileges.

Note: The Use Existing Banks and Branches option on the Cash Management Profile Options task defines how you define your bank details.

You have multiple options when it comes to defining your bank info.

What you can use

What you can do

Banks task

Bank Branches task

View, create, or edit banks and branches centrally for outgoing payments or receiving payments.

For further info, see Bank Configuration for the US in the Help Center.

Personal Payment Methods task

Create or edit employee bank account details to receive payments.

HCM Data Loader

Load personal payment methods and employee bank account details.