How do I view my payslips and payment methods?

Introduction, title, and music.

Hello my name is Mike. In this tutorial I'll show you how to view pay slips and create personal payment methods.

Start on the Home page.

I’m signed in as an employee and I want to view my payroll information. I can use the Quick Action, or click the Pay icon.

Click Pay.

Click Payslips.

Here are my recent payslips. I can easily display older payslips by selecting Last 12 months or enter a specific date range.

In the Payslip field select Last 12 Months.

These are my payslips for the last 12 months. If I want to see more, I can drill down on a specific payslip for more details.

Click the Payslip link for the top payment.

I have the option to save the payslip file so I can view it or send it as needed, or I can just open it.

Click Open with.

Click OK.

At the top of the payslip I can see my personal and job information, and the payroll period information.

There’s a summary of the Gross Earnings, and then a breakdown of the earnings, pretax deductions, taxes, and other deductions. If I need more information I can look at more details below.

Scroll down to show each section as it’s mentioned in the narration.

Click to close the PDF.

Now I’ll set up my personal payment methods.

Click Back.

Personal payment methods define how I want to receive my payments, whether by check, direct deposit, and so on.

Click Pay.

Click Payment Methods.

You’ll need to add your bank account details before creating your Payment Methods if you want to be paid by direct deposit.

Click Add Bank Account.

First I’ll add my checking account.

In the Account Number field, enter 12345678792.

In the Account Type field select Checking.

In the Bank field select Bank of America.

In the Bank Branch field select Bank of America – California.

In the Routing number field enter 121000358.

Click Save.

Then I’ll add my savings account.

Click Add Bank Account.

In the Account Number field, enter 1234567893.

In the Account Type field select Savings.

In the Bank field select Bank of America.

In the Bank Branch field select Bank of America – California.

In the Routing number field enter 121000358.

Click Save.

Now I need to set up my payment methods. I’ll set up one for my checking and then one for my savings. I’ll give them names that help me remember which payment methods this are. The Payment Type is how I want to get paid, whether by check, direct deposit, and so on. I’ll select my bank from the list.

In the What do you want to call this payment method? field, enter BOA-checking.

In the Payment Type field select Direct Deposit.

In the Bank Account field select the checking account.

Click Save.

Once I’ve added a payment method, I can see it listed here, and it automatically defaults to 100%. Now I’ll set up the payment method for my savings account.

Click Add Payment Methods.

I’ll use the same steps as before, only this time I’ll enter a name and account information for my savings account. And with my second payment method I can save a percentage of my check, or a specific amount.

In the What do you want to call this payment method? field, enter BOA-savings.

In the Payment Type field select Direct Deposit.

In the Payment Amount field select Amount.

In the USD field, enter 250.

In the Bank Account field select the savings account.

Click Save.

Now I’ve created two payment methods. The payment methods are in the order my pay will be distributed. Which means that the first $250 dollars I earn will go into my savings account, and the remaining pay will go into my checking account. I can add more payment methods and change the order they’re processed. I can also make changes to them – such as change between specific amounts and percentages, or delete payment methods. This concludes the Viewing My Payslips and Payment Methods tutorial. Thanks for watching.