Adding an Employee Direct Deposits
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APS Staff

Created Mar 11, 2024

Adding an Employee Direct Deposits

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Login and navigate to the employee information page. (Menu path: hamburger menu > team tab > My Team > Employee Information)

10 Steps
1

Select the "Employee Information" button for the employee that you wish to add the direct deposit for.

Select the "Employee Information" button for the employee that you wish to add the direct deposit for.
2

Navigate to the Payroll tab, then go to the direct deposits widget by selecting "Direct Deposits" from the jump to menu.

Navigate to the Payroll tab, then go to the direct deposits widget by selecting "Direct Deposits" from the jump to menu.
3

Select the +Add button to add a new account

*Please note, when adding a new direct deposit account, the account must be setup at least 24 hours prior to processing the payroll that you wish for it to take effect with. Any changes made to a direct deposit account require recalculating the payroll once added.

Select the +Add button to add a new account
4

In the "Active From" date, enter the date that you wish for the account to be effective.

*Please note, the "active from" date can be entered retroactively, but it will NOT take effect retroactively in payroll. (For example, the 'active from' date can be entered as 3/1, but if the account was not entered into the system until 3/11, the account will only take effect for payrolls after 3/11).

In the "Active From" date, enter the date that you wish for the account to be effective.
5

In "Calculation Method", choose from one of the following options based on what the employee has requested.

Entire/Remainder: Should be used when the employee wants the entirety of their check deposited into this account OR if the employee has other accounts that are either a flat amount or a percentage of their pay and this is the account that the remainder of their check should go to.

Flat $ Amount: Should be used if the employee wants a flat amount deposited into this account.

% Of Net Pay: Should be used if the employee wants a percentage of their check deposited into this account.

(% Of Gross Earnings and % Of Remaining Net are options, as well, but APS does not recommend using them)

In "Calculation Method", choose from one of the following options based on what the employee has requested.
6

In the "Bank Account Type" drop down, choose whether your account is a checking or savings account.

In the "Bank Account Type" drop down, choose whether your account is a checking or savings account.
7

Enter the routing number for the account.

Enter the routing number for the account.
8

After entering the routing number, you may validate the account by selecting the "i" button next to the routing number field.

After entering the routing number, you may validate the account by selecting the "i" button next to the routing number field.
9

If the routing number that you entered is a valid routing number, you will receive the "Account passed validation" message on the pop-up.

The pop-up will also provide the bank information for the routing number that you entered. It is recommended that you validate the routing number to ensure the routing number is valid and matches the bank that the employee has provided.

If the routing number that you entered is a valid routing number, you will receive the "Account passed validation" message on the pop-up.
10

Enter the account number in the "Account #" field. You will also be required to enter it a second time as a form of validation. When done, select "Save".

NOTE: If the employee has multiple accounts they want setup, to make sure the employee does not get a check to print on pay date, you will need to have at least one of the accounts setup with the calculation method of Entire/Remainder.

Enter the account number in the "Account #" field. You will also be required to enter it a second time as a form of validation. When done, select "Save".
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