Enabling Employees to Update Direct Deposit Information

You can let employees set up and edit their own bank account information for direct deposit. Employees can edit their net account and add up to nine secondary bank accounts. To let employees edit their own banking information, complete the following tasks:

• Setting Self-Service Banking Preferences

• Setting Employee Center Access Levels for Banking Information

Setting Self-Service Banking Preferences

To let employees update their direct deposit banking information, you'll need to set your banking preferences first.

To set self-service banking preferences:

1. Go to Setup > Payroll > Set Up Payroll.

2. On the Preferences subtab, in the Self Service section, check the Employees Can View or Change Banking Information box.

3. If you want to let employees change their payment method from direct deposit to check, check the Employees Can Choose to be Paid by Check box.

   If you want to pay employees only by direct deposit, leave this box clear.

4. Click Save.

Setting Employee Center Access Levels for Banking Information

To let employees update their banking information, you'll need to create a custom Employee Center role. Then, you must change the Personal Banking Information permission access level to Full. If your Employee Center users have a customized role, make sure the Personal Banking Information permission access level is Full.

To set Employee Center access levels for banking information:

1. Go to Setup > Users/Roles > Manage Roles.

2. Depending on whether your Employee Center users have the standard or custom role, do one of the following:

   • If employees are using the standard Employee Center role, next to the role, click Customize, and then enter a Name for the custom role.

   • If employees are using a custom Employee Center role, click Edit next to the custom role.

3. Click the Permissions subtab, and then click the Transactions subtab.

4. In the list of permissions, next to Personal Banking Information, check the access level and change it if needed:

   • To let employees view their banking information, edit their banking information, and add new bank accounts, set the level to Full.

   • To let employees view their banking information but not it or add new bank accounts, leave the level at View.

   • To prevent users from viewing or editing their banking information, set the level to None.

5. Click Save.

After you create a custom Employee Center role, make sure you assign the role to your employees. If needed, remove the standard Employee Center role from their list of roles. For more information, see Giving an Employee Access to NetSuite.

Important:

After employees update their banking information, NetSuite sends notifications to:

• The employee

• The email address set in the Payroll Issues Alert Email Address field at Setup > Payroll > Set Up Payroll

If you receive a notification that an employee changed their direct deposit banking information, you must update payroll information so the changes can be validated and applied. For more information see Updating Payroll Information.

Related Topics

• Setting the Subsidiary for Payroll
• General Payroll Preferences
• Setting Up Automatic Catch-Up Over Age 50 Calculations
• Specifying When Employees Can View Paychecks
• Setting Default Accounts for Payroll
• Setting Preferences for Jurisdictions
• Setting Specific Tax Rates
• Setting Up Email Alerts for Payroll Issues
• Payroll Preferences

General Notices