Job Aid PSHR: Direct Deposit. Department. Direct Deposit

Transcription

1 Department Finance Responsibility/Role File Name Revision 01 Document Generation Date 12/07/2010 Date Modified 12/7/2015 Last Changed by Status Final Department of Payroll Direct Deposit.pdf Kathy Mazur Direct Deposit 12/7/2015 1

2 Navigation to the Direct Deposit page. Note: Please have your account number(s) and corresponding routing number(s) handy before continuing Access Self Service at Employee Self Service Enter your User ID and Password. Click the Self Service link. Click the Payroll and Compensation link. Click the Direct Deposit link. 12/7/2015 2

3 To set up Direct Deposit for the first time: 6. To set up a new account, simply click the Add Account button to then add your bank information. 12/7/2015 3

4 Entering Routing Number and Account Number. 7. Enter your bank s Routing and Account number within the fields provided. For the location of your bank s routing and account number click the View check example link. 12/7/2015 4

5 Entering Account Type and Deposit Type. 8. Using the Account Type dropdown select one of the following options: Checking, Issue Check, or Savings 9. Note: If selecting the Account Type of Issue Check, you will NOT be able to add any additional direct deposit accounts and you will receive a paper paycheck at 100% of its dollar value. Using the Deposit Type dropdown select one of the following options: Amount, Balance, or Percent You only use a deposit type of Balance if you are depositing into multiple accounts, where you would be depositing an Amount or Percentage into your first account, and entering Balance for the last account entered. Note: To ensure all dollar values are accounted for, it is recommended to have the first Deposit Type set to Balance. 12/7/2015 5

6 Entering Amount or Percent and Deposit Order. Completing and saving direct deposit information. 10. Within the Amount or Percent field, enter your desired value to have deposited. 11. Note: If directing your pay to one account, please enter 100%. If directing your pay to multiple accounts, please note when using Percentage as the Deposit Type, the totals cannot exceed 100%. Within the Deposit Order field, enter the order in which the deposits should be made e.g. number 1 equaling the first account processed. 12. Note: Accounts with the lowest deposit order will be given the highest priority. Specifically, funds will be processed in sequential order i.e. deposit order 1, then 2, then 3, etc. Click the Save button 12/7/2015 6

7 Save Confirmation page. 13. From the Save Confirmation page click the OK button. 12/7/2015 7

8 Verify account information. 14. Verify the Account Information you have entered is correct. If you need to make a correction, click on the Edit button. Note: To add additional accounts, click the Add Account button and follow the same steps aforementioned. 12/7/2015 8

9 To Edit an existing account. 15. Click the Edit button to edit your deposit and/or bank information OR to complete necessary changes before adding an additional/new account 16. Note: Before adding a new account to Direct Deposit, you must edit the primary account changing the Amt/Pct to a value less than 100%. Make any necessary changes. Once you have made your changes, click on the Save button. 17. From the Save Confirmation page click the OK button. 12/7/2015 9

10 Deleting a direct deposit account. 18. To delete a direct deposit account, simply click the Delete button. 12/7/

11 Delete Confirmation page. 19. Confirm deletion of direct deposit account by clicking the Yes - Delete button. 12/7/

12 Verify deletion on the Direct Deposit page. 20. Verify the Account Information you have deleted is correct. 12/7/

13 Opting-out of Direct Deposit 21. To opt-out of direct deposit, begin by clicking the Edit button. 12/7/

14 Opting-out of Direct Deposit 22. First delete your bank s Routing and Account numbers. 23. Using the Account Type dropdown select Issue Check 24. Using the Deposit Type dropdown select Percent 25. Within the Amount or Percent field, enter a value of Within the Deposit Order field, enter a value of Once you have made your changes, click on the Save button. 12/7/

15 Opt-out warning message 28. A Warning message is displayed, stating the account type of Issue Check was selected. Click the OK button to accept. 12/7/

16 Save Confirmation page. 29. From the Save Confirmation page click the OK button. 12/7/

17 Verify Issue Check on the Direct Deposit page. 30. Verify the Account Type is now Issue Check. 12/7/