Enter Bank Info for Personal Payment Methods

You can enter bank, branch, and bank account info centrally, or you can let employees add their own bank info. You can share this info across multiple applications for different purposes.

You can share this info across multiple applications for different purposes.

Control Who Can Manage Banks and Branches

This table shows the roles that are typically involved in managing bank info, what actions they can take by default, and which pages they use.

Role	Can they create banks and branches?	Can they create employee bank account details?	How they do it
Cash Manager	Yes	No	Banks task Bank Branches task
Payroll Administrator Payroll Interface Coordinator Payroll Manager	Depends on duty role or profile option	Yes	Personal Payment Methods task
Employee	Depends on duty role or profile option	Yes	Payment Methods task from their Me page

You can use a profile option to control access to create bank and branch data. Use the Cash Management Profile Options task to set the Use Existing Banks and Branches profile option to either Yes or No.

• If you set the option to Yes, you can load bank and branch data. Administrators and employees select bank details from a list of values on the Create Personal Payment Method page.

• If you set the option to No (default setting), you can't load any bank details. Administrators and employees enter their bank and branch details as free text.