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Setting up employee bank accounts

Entering employee banking details for wage payments.

Updated over 3 months ago

You need to enter the employee's personal banking details so wages can be paid directly to their account.

Bank account information required

  1. Abbreviation - Internal to help identify the account e.g. SAVINGS

  2. Account name - Name on bank account

  3. BSB+account - Enter entire number without any formatting or spaces

  4. Calculation - Net pay to this account, or another rule when multiple bank accounts have been setup for an employee

Calculation (Payment rules)

At least one account must be designated as "net pay to this account". This is where the employee's net wages will be paid.

Multiple bank accounts

You can set up multiple bank accounts for an employee if needed. However, only should be set to "net pay to this account".

Any additional bank accounts must have a different rule assigned, such as:

  • Fixed amount.

  • Percentage of net pay.

Important note

Do not set up payments to third parties here. Use the Payments tab instead for deductions that go to external parties e.g. union fees or loan repayments.

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