Step 1: Go to Employees
Navigate to Employees
Select the required employee
Step 2: Open the Bank Accounts tab
Click on the Bank Accounts tab in the employee profile
Step 3: Add or Edit Bank Account
To update an existing account:
Click the edit (✏️) icon
To add a new account:
Click Add Bank Account +
Enter the following details:
BSB
Account Number
Account Type (if applicable)
Step 4: Verify Bank Account (Important)
If the account shows:
⚠️ Account not verified
Click Notify Employee
The employee will receive a request to verify their bank details
👉 This helps ensure payments are processed correctly
Step 5: Editable by Employee (Optional)
Enable Editable by Employee if you want the employee to:
View
Update their bank details via employee access
👉 Note: If enabled, employees can modify their banking details in the employee mobile app or the web app.
Step 6: (Optional) Split Payments Across Accounts
Under Options:
Enable Split Transfers to distribute net pay across multiple bank accounts
Note: This is an optional section in Employee details. You can save employee banking details here if needed. Employee bank details will print on their payslips if you enable "Show Bank Details" in "Settings" under "Payslip Settings".
Step 7: Save Changes
Click Save to apply the updates
If you have any questions or feedback, please let us know via support@payroo.com.au