1. Employee Management
  2. Payroll
  3. SuitePeople U.S. Payroll
  4. Payroll Setup
  5. Payroll Preferences
  6. Enabling Employees to Update Direct Deposit Information

Enabling Employees to Update Direct Deposit Information

You can let employees set up and edit their own bank account information for direct deposit. Employees can edit their net account and add up to nine secondary bank accounts. To allow employees to edit their own banking information, complete the following tasks:

Setting Self-Service Banking Preferences

To enable employees to update direct deposit banking information, you first need to set banking preferences.

To set self-service banking preferences:

  1. Go to Setup > Payroll > Set Up Payroll.

  2. On the Preferences subtab, in the Self Service section, check the Employees Can View or Change Banking Information box.

  3. To allow employees to change their payment method from direct deposit to check, check the Employees Can Choose to be Paid by Check box.

    If you want to pay employees only by direct deposit, leave this box clear.

  4. Click Save.

Setting Employee Center Access Levels for Banking Information

To permit employees to update their banking information, you need to create a custom Employee Center role. Then, you must change the Personal Banking Information permission access level to Full. If your Employee Center users use a customized role, you must ensure that the Personal Banking Information permission access level is Full.

To set Employee Center access levels for banking information:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Depending on whether your Employee Center users are using the standard Employee Center role or a custom Employee Center role, do one of the following:

    • If employees are using the standard Employee Center role, next to the role, click Customize, and then enter a Name for the custom role.

    • If employees are using a custom Employee Center role, next to the custom role, click Edit.

  3. Click the Permissions subtab, and then click the Transactions subtab.

  4. In the list of permissions, beside Personal Banking Information, verify the access level and change it if necessary:

    • To permit employees to view their banking information, edit their banking information, and add new bank accounts, set the level to Full.

    • To permit employees to view their banking information, but not to edit their banking information or add new bank accounts, leave the level at View.

    • To prevent users from viewing or editing their banking information, set the level to None.

  5. Click Save.

After you create a custom Employee Center role, make sure that you assign the role to your employees. If necessary, remove the standard Employee Center role from their list of roles. For more information, see Giving an Employee Access to NetSuite.

Important:

After employees update their banking information, NetSuite sends notifications to:

  • The employee

  • The email address that is set in the Payroll Issues Alert Email Address field at Setup > Payroll > Set Up Payroll

If you receive notification that an employee changed direct deposit banking information, you must update payroll information to ensure changes can be validated and applied. For more information see Updating Payroll Information.

Related Topics

Setting the Subsidiary for Payroll
General Payroll Preferences
Setting up Automatic Catch-up Over Age 50 Calculations
Specifying When Employees Can View Paychecks
Setting Default Accounts for Payroll
Setting Preferences for Jurisdictions
Setting Specific Tax Rates
Setting Up Email Alerts for Payroll Issues
Payroll Preferences

General Notices