The Bank Enrollment fields are the basis for enrolling employees into different types of services configured within the system like income tax deduction calculation or a health insurance benefit.
This feature will enable us to add the services that you offer to your employees whether the type of payment is served monthly, semi-monthly, from weekly to annual basis.
Some Bank Enrollments may not be available if the Bank is not set up.
- Go to your Settings page
- Click on “Bank Enrollment”
- Click on “Add a new Bank Enrollment”
- Select the Kind of Bank that you’ll be adding. To know more about the Kinds of bank Enrollments, go here.
- Select the Bank you want to use to track credit and debits for this enrollment from the Drop down. What’s this?
*Make sure to add the Banks First. You may click here to learn how to add your bank.
- Add an Activation Delay. This is the number of days that the enrollment will take effect. Put in “0” = On Day Of, or leave it blank if you do not want to supply a start date. Make sure that employees have an accurate employment date.
- Once you’re done, click on
button and that’s it!
