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Employee bank account information

In OnePayroll, bank account details are stored directly on the Employee Payment Method record. There is no separate bank account table — each Employee Payment Method holds the bank information for that payment destination.

Where bank details are stored

Bank details are on the Transfer group of the Employee Payment Method card:

Field Description
Payment Method A reference to a standard BC Payment Method code
Bank Account No. The employee's bank account number
Bank Identifier Code The routing number (ABA, SWIFT, or transit number)

These fields are also visible in the Employee Payment Methods list page.

Access Employee Payment Methods

  1. Open the Employee Card.
  2. Select the Payment Methods action.
  3. The Employee Payment Methods list opens, showing all payment methods for that employee.
  4. Select a record to open the Employee Payment Method card, which shows the Transfer group with bank fields.

Set up bank details for direct deposit

  1. Open the Employee Card and select Payment Methods.
  2. Create a new Employee Payment Method.
  3. Fill in the General group: Name, Allocation Type (Primary, Fixed Amount, or Percentage), and Allocation amount.
  4. Fill in the Transfer group: Payment Method code, Bank Account No., and Bank Identifier Code.
  5. Close the card.

The first Employee Payment Method created for an employee is automatically set to Primary allocation type.

Multiple bank accounts

To split pay across multiple bank accounts, create multiple Employee Payment Method records:

  • Priority 1: Allocation Type = Primary, Bank Account No. = main account (receives the remainder)
  • Priority 2: Allocation Type = Fixed Amount, Allocation = 500.00, Bank Account No. = savings account

The primary method receives whatever is left after fixed and percentage allocations are applied.

Changing bank information

To update an employee's bank details:

  1. Open the employee's Payment Methods.
  2. Open the payment method that needs updating.
  3. Update the Bank Account No. and Bank Identifier Code fields in the Transfer group.
  4. Close the card.

Make bank changes before processing the next payroll run to ensure deposits go to the correct account.

Troubleshooting

Direct deposit fails

  • Verify Bank Account No. and Bank Identifier Code are filled in on the Employee Payment Method.
  • Confirm the values are correct with the employee or their bank.
  • Check that payroll entries exist for the affected employees.

Employee needs to change banks

  • Update the existing Employee Payment Method's bank fields, or create a new payment method and set the old one's End Date.
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