In this article you will learn:

  • How to turn on the Bank Details tab
  • How to amend the settings of the Bank Details tab

Note: You must have account administrator access to turn on the Bank Details tab in your account.

How to turn on the Bank Details tab

  1. Login to Bizimply
  2. Click on the drop-down menu on the top right corner of the screen
  3. Click on 'App Centre'
  4. Under HR Management Suite >> select 'Advanced Employee Records' and click 'Install'

5. Once installed, click on the drop-down menu on the top right corner of the screen and select 'Settings' > Employees > Personal Settings. See Gif:

6. Once in the settings, you can choose to turn 'On' or 'Off' some elements of Bank Details. If they are turned 'Off' then these fields will not appear in the employee profile

7. Select an employee's profile and see the new addition of the 'Bank Details' tab

8. Enter the employee's bank details and press 'Save'

Related Articles:

Allow Employees To View & Edit their own personal details
Giving access to employees' Bank Details information

Bank Details report

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