In this article you will learn:

  • How to turn on the Bank Details tab

  • How to amend the settings of the Bank Details tab

  • How to view Bank Details in Employee Profiles

Please 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'

How to amend the settings of the Bank Details tab

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

How to view Bank Details in Employee Profiles

  1. Sign into bizimply.com

  2. Go to 'Employees' tab in navigation bar

  3. Select an employee's profile

  4. Click into the 'Bank Details' tab. If you do not see it, click the 'More' tab at the right hand side of the profile and then choose 'Bank Details' from the dropdown

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

Additionally you can give your employees the ability to view and edit their own bank details (in their employee portal) from within the Personal Settings > Bank Details > View & Edit checkboxes.

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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