A Direct Deposit form is provided in the onboarding community library. Making adjustments to the settings of any form in the library will be unique to your Onboarding module. By default, the Direct Deposit Form will be inactive and the Instructions to New Hires will be blank.
Follow these steps to access the Direct Deposit Form:
- From within your hiring system, open your user settings by clicking on your name in the upper right corner and selecting Onboarding.
- When Onboarding opens, you will be on the New Hires tab which contains the Onboarding Queue of all hires.
- Select Onboarding Forms from the Onboarding Admin menu.
- Open the Community Forms folder.
- Click on the Direct Deposit to open the form settings.
- Designate if you would like to include this form by default in all Onboarding Package by using the switch to toggle to Yes or No.
- Use the dropdown field to list the maximum number of bank accounts each New Hire can provide.
- Optionally provide detailed Instructions to New Hires using the text box.
- Click SAVE to confirm.