In this article we’ll show you how you can manage the bank account that an employee’s pay is debited into. This includes amending an existing account or setting up multiple accounts when an employee wants their pay split into more than one bank account.
Employees can also update their own bank account in the PaySauce app, and we have included those instructions here.
Changing the employee bank account (for employers)
Before you start, ensure the employee’s current pay is in ‘data entry’. If the pay is already calculated, the change will not take effect until the next pay.
Change an employee bank account on your computer
Go to the ‘Employees’ section on the left hand side menu.
Select the ‘Employment’ option from the menu in the middle of the screen.
In the bank account field, type the new bank account number.
Click ‘save’ in the right hand corner.
Change an employee bank account on your mobile
Tap on the ‘Employees’ icon.
Tap on the employee’s name on the list.
Scroll down until you see the bank account number and then tap on it.
Enter the new bank account number into the bank account field, then tap ‘done’.
Changing your bank account (for employees)
Employees are able to update their bank account using the PaySauce app.
Tap on the ‘Account’ icon.
Tap on ‘Income & Payments’.
Enter the new bank account number into the bank account field, then tap ‘done’.
Setting up additional bank accounts
Employers are able to add multiple bank account numbers for employees who wish to have their pay split into multiple accounts. This can only be done on the web, not in your mobile app. These are called disbursements. Employees are not able to add their own additional bank accounts.
Go to the ‘Employees’ section on the left hand side menu.
Select the ‘Accounts’ option from the menu in the middle of the screen.
Select the down arrow on the right hand side of your screen then select ‘Standard’ to start loading a new account.
Enter the name of the account - this is not a checked payee field, but rather the name that will appear on the account in PaySauce and on the employee payslip.
Enter the bank acccount that the employee has given you, and any particulars, code or reference information that the employee has requested if relevant.
Save by clicking Ok at the bottom.
Select the ‘Settings’ tab for this employee, then click on ‘disbursements’ from the menu in the middle of the screen.
Use the toggle to enable disbursements, then click on the plus icon on the right hand side to add a new disbursement.
Select the account you have created in the ‘account’ drop down field.
Enter the amount that should go to this account in the amount field.
Click Ok to save.
Amending additional bank accounts
You can adjust an amount permanently by returning to the disbursements area (under the settings tab), using the pencil icon to edit and updating the amount.
To change an account, you can return to the accounts area (under the details tab), use the pencil icon to edit the account and then save.
To stop the disbursement, you can simply turn the disbursements toggle off under the employee settings to stop the pay split being applied. If your employee has multiple accounts set up and you only want to delete one of them, you can click the cross icon next to the relevant disbursement.