04: Setting Up Direct Deposit
To set up direct deposit for an employee, click Employees on the left. Browse the employee list to find the employee you want, or use the search field to find them.
Click any employee field to edit employee details, and open the Direct Deposit tab.
Click the Inactive slider to enable on direct deposit, which opens the New Account window.
Enter the employee’s Routing Number, Account Number, and Account Type. The Name on Account matches the employee name by default, but you can change this if needed.
Click Save, and the account is listed. You can hover over the account to view account details or delete the account.
If the employee wants their paycheck divided and directly deposited into two or more accounts, click Add Account, enter the details for the second account, and save.
By default, 100% of the paycheck will be deposited into the first account listed. To change the paycheck split, or to specify an amount paid by paper check, click any field under Payment Options. This opens the Edit Split window.
In the Edit Split window, if you want to split by percentage, choose the Percentage Type and enter the percentages for each account and paper check. Values must total 100.
You can also assign dollar limit amounts to each account. Switch the type to Limits, assign the priority and dollar amounts, and choose where the rest of the paycheck will go once the dollar limits are reached.
Click Save, and the percentages or amounts will be listed under Payment Options.