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Setting up Direct Deposit

Paul Doran avatar
Written by Paul Doran
Updated over 7 months ago

1

Note: This feature is only available to managers and admins.

To manage Direct Deposits, click the Rewards tab on the left menu.

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Now click the Direct Deposit tab on Rewards.

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Choose the "Admin" view by clicking the toggle in the top right under the banner.

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From here you can set up the details of how you want Direct Deposit to be setup for your organization.

You can choose the pay period by various time frames.

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Next you can choose the actual pay date.

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You can set the request deadline for your employees.

Also note the "Next Pay Date" field for reference below the deadline field.

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You can also set a minimum deposit amount for Direct Deposit.

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You can also setup the report recipient as well, who will recieve the Direct Deposit reports.

When you're finished, you can click "Update" to save the changes.

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Over to the right, you can download interim reports by clicking the purple bar chart icon to the right of "Batch Redemptions".

You will also see the number of redemptions and the total in this area. More context is provided in a popup in the information icon, seen below.

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To view reports in a specific time frame, you can click the calender icon in the Reports area.

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As a final note, in the Direct Deposit tab itself, you'll notice "Reports" inside of the button, which on hover will notify you that Direct Deposit reports are available to download.

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