Employee Bank Account Creation Using a Unique Bank Identifier

Search for a bank using a unique bank branch identifier to create employee bank accounts. This lets your employees and external parties create bank accounts without knowing the bank and branch details.

Business benefits include:

  • Increase productivity by saving time spent on finding out bank and branch details.
  • Improved employee satisfaction by eliminating the need for remembering the bank and branch details during account creation.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

  • A new checkbox is included to search the bank and bank branch using the branch identifier. The branch identifier label is displayed as per the value available in CE_CTRY_SPECIFIC_UI_RULES.
  • This check box is displayed only when the profile option 'CE_USE_EXISTING_BANK_BRANCH' is set to 'Yes'.
  • In the countries where the bank branch number is displayed and mandatory, this check box is checked and the default search will be based on the bank branch identifier. 

              In the countries where the bank branch number is displayed and mandatory, this check box is checked and the default search will be based on the bank branch identifier.

  • For other countries, this checkbox is unchecked and the default search will be based on bank and branch.

                            For other countries, this checkbox is unchecked and the default search will be based on bank and branch.

  • The same behavior applies to both self-service and admin UIs.