Employee Bank Details
Record the bank account each employee is paid into, so Accounting can include them in the payroll bank file.
Each employee's wages and claim repayments go to the bank account recorded on their HR record.
Add or change bank details
- Open HCM → Employees and click the employee.
- Find Bank details for pay and click Add (or Edit).
- Enter the account name, the 6-digit sort code and the 8-digit account number. Add a building society roll number if the account needs one.
- Click Save. Accounting uses the new details for the next payment.
To remove the details, clear both the sort code and account number and save.
Who can see them
Only people who can edit employee records see this card. The details are stored encrypted and stay masked, showing only the last digits, until you click Show. In Accounting, payroll screens show only the last four digits. The full details are used only in the bank file.
Missing bank details
Payroll runs and Accounting's Payroll Payments screen flag anyone without bank details. They are left out of the bank file until HR adds them.
Where to go next
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