My Details - Bank Details

2.9. Bank Details

On this page, the employee as well as the HR can add, edit or delete the Bank details of the employee. The read and write access for this tab is provided to the employee & HR both.

Here the user needs to enter the Account Number, Account Type, Bank Name (e.g. Bank Name-Branch Name-Bank Identifier Code), choose Yes or No under Payroll, and then click on the Add button, as highlighted in the screenshot below. It is sent for approval. The Reset button can be used to refresh the details entered.

Note: The YES option under Payroll indicates that this account is currently active for salary crediting and NO indicate the account is inactive.

Once the Bank Details are added successfully, it appears in the grid, as shown in the screenshot below.

To edit or delete any detail, user needs to click on the Edit icon or select the checkbox for that particular name & click on the Delete button, as highlighted in the screenshot above.