Add a Direct Deposit Deduction to an Employee

Once you select direct deposit while adding a deduction to an employee, the remaining fields are displayed. Use these fields to enter the bank information used for direct deposit of the employee's paychecks.

See About Direct Deposit for more complete information.

Add a direct deposit deduction

1. Complete the fields as described below. Required fields are marked with a red asterisk (*).

   • *Bank Name: Enter the name of the bank.

   • *Routing Number: Enter the bank's 9-digit routing number.

   • *Account Number: Enter the number of the employee's account to receive the direct deposit.

   • *Account Type: Select from Checking or Saving.

   • *Pre-Notification: Select Yes for new employees and initial AptaFund implementation. This field is automatically re-set to No after the first payroll is run that includes this employee. Checking, Complete, or No

   • *Primary: Select from Yes or No. See About Direct Deposit for more information.

   • • If Yes, it will receive all unallocated monies.

     • Select No if this account is a secondary account to receive monies. If No, you will need to enter either a percentage or amount that is to be deposited in this account.
       Note: If no account is designated as Primary, any unallocated monies will be paid in a printed paycheck.

   • Percentage or Amount:

   • • Leave blank if this account is primary.

     • If this account is a secondary account, enter either a percentage or amount that is to be deposited in this account.

2. Click Save to save this deduction/benefit and return to the Employee Deductions window,
   OR click Save and Add to save this deduction/benefit and add another.

Return to Add Deductions & Benefits to an Employee