📝 Overview

This article covers how to manage payment methods for your workers, including updating default payment settings, changing a payment method for a single payroll run, and splitting direct deposit across multiple bank accounts.

⚙️ Updating a Worker's Default Payment Method

Use these steps to change how a worker is paid for all future payroll runs. Changes made here will apply going forward unless overridden at the payroll run level.

Navigate to the Worker List and select the worker you want to update.
Click the worker's Profile tab.
Scroll down to the Payment Methods card and click Edit.
Select the desired payment method and click Save.

💡Available payment methods include direct deposit, paper check, and digital payment services such as Zelle or PayPal.

💡 If you select paper check, you are responsible for delivering the check (or arranging payment via Venmo, Zelle, etc.) directly to the worker. Automated paper check delivery is not available.

🛠️ Changing a Payment Method for a Single Payroll Run

If you need to use a different payment method for just one payroll run, you can override the default during the payroll flow. This will not affect the worker's saved default payment method.

From the dashboard, click Run Payroll to start a payroll run.
On the Hours and Earnings screen, locate the worker's current payment method under the Pay Method column.
Click the dropdown arrow next to the pay method and select the method you want to use for this run.
Continue through the rest of the payroll flow as usual.

💡 This override applies to the current payroll run only. The next payroll run will default back to the payment method saved on the worker's profile.

📍 Setting Up Split Direct Deposit

Workers can have their direct deposit split across up to three bank accounts. You can set this up from the worker's profile.

Click the arrow to see the process

Navigate to the Worker List and select the worker.
Click the Profile tab, scroll to the Payment Methods card, and click Edit.
Click Add Split Pay.
Add the bank accounts you want to include. You can use existing accounts on file or add new ones. Up to three accounts are supported.
Choose how to split the pay: by percentage (%) of net pay or by fixed dollar amount ($).
Click Save.

Things to Know About Split Pay

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Percentage splits are calculated based on net pay (take-home pay), not gross pay.
When using fixed dollar amounts, the account listed last will receive any remaining balance.
If net pay fluctuates, the account designated as Pay First Amount To will always be funded first.
Split pay is only available with direct deposit. Paper check payments cannot be split.
If one bank account experiences an error, the amounts designated for the other accounts will still be deposited. The error only affects that specific account.
Split deposit details do not appear on the worker's pay stub. The pay stub view remains the same regardless of how many accounts are used.
Workers and employers cannot delete a bank account directly. To remove a bank account, contact DaySmart Support. However, you can remove an account from the pay split at any time without contacting support.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions