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      Direct Deposit for Employees (ESS)

      Learn how to add a direct deposit during Onboarding, request a new direct deposit, and make changes to an existing one.

      Direct Deposit allows you to automatically receive payment, without the need to cash a paper check. This article takes you through the different steps of the Direct Deposit process.

      Tip: Check out our article for Administrators: Direct Deposit for Administrators.

      Direct Deposit Layout
        -  Amount Codes Explained
        -  Priority Explained
      Add Direct Deposit During Onboarding
      Manage and Add New Direct Deposits
        -  Add a New Direct Deposit
        -  Change an Existing Direct Deposit
        -  View Past Direct Deposits
      Examples of Common Direct Deposit Configurations

      Direct Deposit Layout

      The Direct Deposit entry page consists of six different fields. Take a look at each field and its description to learn more.

      A screenshot of the Direct Deposit entry page.
      1. Account Type: Is your direct deposit going into a Checking account or a Savings account?
      2. Routing Number: Enter your bank’s routing number. This is the 9-digit number that can be found at the bottom of your personal checks or in your bank’s online portal.
      3. Account Number: Enter your account number at the bank whose routing number you entered into the Routing Number field. This will be the 8- to 12-digit number at the bottom of your personal checks.
      4. Priority (1-99): This field determines the order in which direct deposits will be processed. “1” is the top priority and “99” is the last priority. Check out our examples to better understand how to set up priorities.
      5. Amount: Enter the Flat Amount number or Percentage of pay that you want to be deposited into your bank account.
        1. If you choose a Flat Amount in the Amount Code field, you will be prompted to enter a Flat Amount number.
        2. If you choose a Percentage in the Amount Code field, you will be prompted to enter a Percentage of pay.
      6. Amount Code: Use the drop-down menu to select which amount code will be associated with this direct deposit. Unsure of which amount code to use? Check out Amount Codes Explained.

      Note: During the Onboarding process, Flat Amount or Zero and Percentage of Net Pay are the only enabled amount codes. If you wish to use the Flat Amount or Remaining Net Pay or Remaining Net Pay less Flat Amount codes, you can add those direct deposits after onboarding.

      Amount Codes Explained

      A screenshot of the Amount Code drop-down menu

      Flat Amount or Remaining Net Pay

      • This code is used to deposit a flat amount into an account.
      • If the flat amount is less than the net pay, the system will deposit the flat amount and the remaining pay will move to the next priority account.

      Example: My flat amount is $30 and my net pay is $40. Using this code, the $30 flat amount will be deposited and $10 will move to the next priority account.

      Note: The Amount entered should never be $0 if using this code.

       

      Percentage

      • This code is used to deposit a percentage of the net pay into your account.

      Example: My net pay is $40 and I choose to deposit 50% of my net pay using the Amount field. Using this code, $20 will be deposited.

      Note: If you want to add an Amount of 100%, the Priority must be set to 99.

       

      Flat Amount

      • This code is used to deposit a flat amount into an account.
      • If the net pay is less than the flat amount, the system will not deposit any money into this direct deposit account. The system will move on to the next priority account.

      For example: My flat amount is $30 and my net pay is $20. Using this code, $0 will be deposited into this account.

      Example: My flat amount is $30 and my net pay is $40. Using this code, $30 will be deposited into this account and $10 will move to the next priority account.

       Note: The Amount entered should never be $0 if using this code.

       

      Net Pay minus Flat Amount

      • This code is used to issue a physical check for a specific amount and have the rest deposited in a direct deposit.

      Example: My flat amount is $30 and my net pay is $40. Using this code, I will receive a physical check for $30, and $10 will be deposited into my account.

      Priority Explained

      The Priority field indicates the order of operations for your direct deposits.

      • You can have up to 99 direct deposits.
      • Each direct deposit is set up with a priority number.
      • The system will deposit money into Priority 1 first, then Priority 2, etc.

      Best Practice: We highly suggest setting up a primary account with the Priority set to "99" and the Amount Code “Percentage of Net Pay” set to "100%".This account will catch all remaining pay after higher-priority direct deposits are completed. This will help you avoid getting a physical check for leftover pay.

      Add a Direct Deposit During Onboarding

      During the Onboarding process, you can add up to three Direct Deposit accounts. At the bottom of the My Info screen in Onbarding, you will be prompted to add at least one direct deposit account. 

      1.  Select Add New to add a direct deposit account.
        1. A screenshot of the Direct Deposit section of the Onboarding process with an arrow pointing to "Add New"
      2.  Fill in the fields as desired. Refer to the Direct Deposit Layout section of this article for descriptions of each field. 
        1. A screenshot of the Direct Deposit entry page from Onboarding.
      3.  After all fields have been filled out, the Save button will be enabled. Select Save to finalize your direct deposit account request.
      4.  Repeat steps 1 through 3 to add additional direct deposit accounts.

      Manage and Add New Direct Deposits

      After you’ve finished Onboarding, you may view, change, or add a new direct deposit account. To navigate to the Direct Deposit tab, sign in to your Employee Self-Service account and use the left-side navigation bar: MyPayroll → Direct Deposit 

      Add a New Direct Deposit

      When adding a new Direct Deposit, you must make a request that your employer will approve or deny. To make this request: 

      1. Navigate to My Payroll → Direct Deposit

      2. Select Snag_1d1bc93 Add New. 
      3. Fill in the fields as desired. Refer to the Direct Deposit Layout section of this article for descriptions of each field. 
      4. Select Send Request.

      Snag_fce61b7

      Tip: Check out this video: Submit a Direct Deposit Change Request

      Note: You will receive an email notification when your administrator approves a new Direct Deposit. Learn more about Employee Notifications for Direct Deposit Changes.

       

      Change an Existing Direct Deposit

      To edit one of your existing Direct Deposit accounts, you must create a Change Request. To create a Change Request:

      1. Navigate to My Payroll → Direct Deposit
      2. Select Snag_f9465c9 Details on the account you wish to edit. This will open the Direct Deposit entry page. 
      3. Select Snag_f946f4e Create Change Request.
      4. You may request changes to the Priority, Amount, Amount Code, and End Date. See the Direct Deposit Layout section of this article for descriptions of each field.
      5. Select Save. 

      Best Practice: Only edit a direct deposit if you want to change the Priority, Amount Code, Amount, or End Date. If you wish to change the bank account (Routing Number or Account Number), we suggest you end date the direct deposit for a date before the next check date. Then request a New Direct Deposit with the new bank information.

      Note: You will receive an email notification when your administrator approves a change made to one of your Direct Deposit accounts. Learn more about Employee Notifications for Direct Deposit Changes.

       

      View Past Direct Deposits

      View a history of inactive direct deposits by navigating to My Payroll → Direct Deposit → History. 

      A screenshot of the Direct Deposit page with an arrow pointing to "History"

      Examples of Common Direct Deposit Configurations

      We’ve compiled some examples of common direct deposit configurations. Check out the scenarios in the left column and follow the steps in the right column to set up direct deposits.

      We highly suggest setting up a primary account with the Priority set to "99" and the Amount Code “Percentage of Net Pay” set to "100%". This account will catch all remaining pay after higher-priority direct deposits are completed. This will help you avoid getting a physical check for leftover pay.

        If you want this to happen…

        …do this.

      I want all of my pay to go into one account.

      1. Add a new direct deposit.

      2. Enter the account’s details.

      3. In the Amount Code field, select “Percentage of Net Pay”. This will change the Amount unit type to a percentage.

      4. In the Amount field, enter “100”. This will ensure that all 100% of the pay goes into this account.

      5. In the Priority field, enter “99”. A “Percentage of Net Pay” set to 100% must be given a 99 priority.

      I want:

      50% of my net pay to go into one checking account.

      50% of my net pay to go into another checking account.

      1. Add a new direct deposit.

        1. Enter the first checking account’s details.

        2. In the Amount Code field, select “Percentage of Net Pay”. This will change the Amount unit type to a percentage.

        3. In the Amount field, enter “50”. This will indicate that 50% of the pay should go into this account.

        4. In the Priority field, enter “1”.

      2. Add a new direct deposit.

        1. Enter the second checking account’s details.

        2. In the Amount Code field, select “Percentage of Net Pay”. This will change the Amount unit type to a percentage.

        3. In the Amount field, enter “100”. This will catch all of the remaining pay. If this is set to 50, your employee may receive a paper check for $0.01 if the net pay is an odd amount.

        4. In the Priority field, enter “99”. A “Percentage of Net Pay” set to 100% must have a 99 priority.

      I want:

      45% of my net pay to go into one checking account.

      30% of my net pay to go into another checking account.

      25% of my net pay to go into a savings account.

      1. Add a new direct deposit.

        1. Enter the first checking account’s details.

        2. In the Amount Code field, select “Percentage of Net Pay”. This will change the Amount unit type to a percentage.

        3. In the Amount field, enter “45”. This will indicate that 45% of the pay should go into this account.

        4. In the Priority field, enter “1”.

      2. Add a new direct deposit.

        1. Enter the second checking account’s details.

        2. In the Amount Code field, select “Percentage of Net Pay”. This will change the Amount unit type to a percentage.

        3. In the Amount field, enter “30”. This will indicate that 30% of the pay should go into this account.

        4. In the Priority field, enter “2”.

      3. Add a new direct deposit.

        1. Enter the saving account’s details.

        2. In the Amount Code field, select “Percentage of Net Pay”. This will change the Amount unit type to a percentage.

        3. In the Amount field, enter “100”. This will catch all of the remaining pay. If this is set to 25, your employee may receive a paper check for $0.01 if the net pay is an odd amount.

        4. In the Priority field, enter “99”. A “Percentage of Net Pay” set to 100% must have a 99 priority.

      I want:

      Only $40 to go into a savings account.

      The rest of my pay to go into a checking account.

      1. Add a new direct deposit.

        1. Enter the savings account’s details.

        2. In the Amount Code field, select “Flat Amount or Remaining net pay”. This will change the Amount unit type to a monetary amount.

        3. In the Amount field, enter “40”. This will indicate that $40 should go into this account.

        4. In the Priority field, enter “1”.

      2. Add a new direct deposit.

        1. Enter the checking account’s details.

        2. In the Amount Code field, select “Percentage of Net Pay”. This will change the Amount unit type to a percentage

        3. In the Amount field, enter “100”. This will catch all of the remaining pay.

        4. In the Priority field, enter “99”. A “Percentage of Net Pay” set to 100% must have a 99 priority

       

      If you need additional assistance, please contact your company's payroll or HR department.