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Manage Employee Bank Accounts

Add/Edit a bank account to the employee

You need to always update the employee bank details in Employment Hero and push to ooPay.

However if you need to pay employees using BPAY or any other methods, you will have to manually add the details here in ooPay.


1. Navigate to Employees' files and select the Bank Accounts.

2. Click on the Add button on the top right-hand side.



3. Bank accounts can be set up in several methods.

Option 1: Pay employee electronically (via ABA file)

  • This option will be chosen when the payment is to make to a bank account and is to be included in the ABA file.
  • Click the Add button.
  • Select the Electronic payment method from the account type drop-down list.
  • Name: The employee's first name and surname will be pre-populated from the name field.
  • BSB: Enter the employee's BSB details in this field.
  • Account Number: Enter the employee's account number in this filed.
  • Pay Into Account:  Select pay into account from the dropdown list (entire balance, remaining balance, fixed amount, and percentage).


Option 2: Pay employee manually.

  • This option will be chosen when the payment is to be made to a bank account but should not be included in the ABA file.
  • Click the Add button.
  • Select Manual Payment from the account type dropdown list.
  • The name will be auto populated.
  • Fill in the balance fields.

        

Option 3: Pay employee by cheque or cash.

  • Click the Add button.
  • Select Cash or Cheque from the account type drop-down list.
  • Name: The name will be prepopulated.
  • Pay Into Account: Select the pay into account from the dropdown list. 


Option 4: Pay to a BPAY account

  • This option should be selected when an employee wants all or part of their earnings to pay off a bill via BPAY.
  • Click the Add button.
  • Select the BPAY from the account type dropdown list.
  • Biller Code: Enter the biller code. (No automatic verifications for this option)
  • Customer Reference Number: Enter the employee's customer reference number.
  • Pay Into Account:  Select pay into account from the dropdown list (entire balance, remaining balance, fixed amount, and percentage).


Note: You can set up a combination of methods.


Other Bank Account Settings:

Delete this account:  If you click Delete this account is in red, you are able to delete the bank account.



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