After completing the tax withholding forms, the next step is the Paycheck Preferences activity. This allows New Hires to select their preferred method for receiving payments. They can choose the payment option that best suits their needs.

What payments options are available?

There are four payment methods to choose from: Direct Deposit, Check by Mail, Cash Pay and Other. You may see all these methods or fewer options in Paycheck preferences depending on how they are configured by the System Administrator for your organization. Once you select a payment method and click "Next", a secondary page will appear, prompting you to enter the necessary details for the chosen method.

If none of the other methods—Check by Mail, Cash Pay, or Other—are configured in Paycheck Preferences, Direct Deposit will automatically become the default payment option. In this case, the initial page where you can select payment methods will not be available when accessing the Paycheck Preferences activity; instead, the secondary page for entering Direct Deposit details will open directly.

Let's take a look at each payment method in detail:

Direct Deposit

To receive payment via Direct Deposit, select the "Direct Deposit" radio button and click "Next".

The secondary page will open, allowing you to provide your bank account details for Direct Deposit. After entering the information, select the acknowledgment box and click the "Save" button.

If you want to add another row to the bank details, click on the "Add Banking Information" option.

This will add a new row beneath the existing banking information. Enter the additional account details in the new row and click "Save".

If an existing row needs to be deleted, use the "Delete Banking Information" option located below that row.

When deleting, you may be prompted to confirm the action. Click "Yes" to proceed. This will delete the selected row.

Each value entered on this page is validated, and relevant error messages will be triggered if any issues are detected when saving the activity. A few of these validations are listed below:

When "Deposit Type" is not selected in the banking information:

When at least one of the Deposit Types is not "Balance":

When Deposit Types "Amount" or "Balance" is selected with "Percent":

When the Phone Number format is entered wrong:

When the "Routing ID" is less than 9 digits:

When the "Account Type" is left blank:

When "Routing #" and "Confirm Routing #" do not match:

When "Account Number" and "Confirm Account #" do not match:

Check by Mail

To receive the payment via check by mail, select the "Check By Mail" radio button and click "Next".

Select the address option where you would like to receive your paycheck, then click the checkbox to acknowledge and save your selection. (Note: The home and mailing addresses displayed here are taken from the Biographic Information page. For more details, please click here.)

Other

Select this option if you wish to receive your payment using a method different from those available on the Paycheck Preferences page. There is no secondary page for this option.

Select the "Other" radio button and click "Save".

 (Note: This is a delivered Text Catalog and the label & description of this option can be modified through a Content Revision. For more details, please click here.)