Are you looking to change your direct deposit information on Paylocity?
Whether you’ve switched banks, need to allocate funds to different accounts, or simply want to update your existing details, Paylocity offers a simple and efficient process for managing your payment preferences.
In this blog, we’ll take you through the steps to update your direct deposit information on Paylocity, ensuring that your paycheck lands securely and conveniently in your preferred account.
How To Change Direct Deposit On Paylocity?
To change your direct deposit information on Paylocity, you’ll need to follow a series of steps. Here is a detailed guide:
- Log in to your Paylocity account to begin the process. You need to have your user credentials, which include your company ID, username, and password.
- Navigate to the ‘Employee Payroll File‘ to access your payroll information. This is where you can view your current direct deposit setup.
- Look for the option to edit or add direct deposit information. This will allow you to update your bank account details or add a new account.
- Enter the new direct deposit information, such as bank name, account number, and routing number. Ensure that the details are accurate to prevent any issues with your pay.
- Confirm the changes and save your new direct deposit information. There may be a verification process to ensure the account details are correct.
- Keep in mind that changes to your direct deposit may take a payroll cycle to take effect. Paylocity advises setting up direct deposit at least seven to ten days before your payroll date to avoid any delays.
How To Add Direct Deposit On Paylocity?
To add direct deposit information on Paylocity, you will need to follow a series of steps to ensure that your paycheck is correctly deposited into your bank account. Here’s a detailed guide on how to do it:
- Access Paylocity Account: Log in to your user account on Paylocity. Navigate to the appropriate section where payroll information is managed.
- Enter Payroll Setup: Once logged in, hover over the “Employees” tab and select “Employee Payroll File.” From there, proceed to the “Payroll Setup” section.
- Direct Deposit Option: Look for the option labelled “Direct Deposit” within the Payroll Setup. This is where you can manage and add bank account details.
- Add Bank Information: Enter your bank account information, including routing number and account number. You may need to provide details for the account type (checking or savings) and designate the deposit order if you’re splitting your deposit between multiple accounts.
- Review and Save: Before finalizing, review all entered information for accuracy. Save the changes to ensure your direct deposit setup is complete.
- Confirmation: Depending on the system, you may receive a confirmation message or email acknowledging your direct deposit setup. Ensure you keep this for your records.
How To Delete Direct Deposit On Paylocity?
If you need to delete a direct deposit account in Paylocity, you can typically do so through the self-service portal provided by the platform. Here’s a step-by-step guide on how to delete your direct deposit information:
- Navigate to the Paylocity website and log into your account.
- Once you are logged in, locate the section for payroll or payment information. This may vary but is typically found under a menu labelled something like “Employee Payroll File” or “Payroll Setup.“
- Within the payroll section, look for the “Direct Deposit” option. You may need to navigate through the menu to find where you can view your current direct deposit information.
- When you find the direct deposit details, there should be an option to edit or delete the bank account information. Select the option to delete the direct deposit account you wish to remove.
- Confirm the deletion when prompted to ensure that the direct deposit account has been successfully removed from your Paylocity profile.