You can have a bank details section in an employee's profile in Sage HR Online Services. You or the employee can then update their bank account details when needed.

You can then accept to import these detail changes in Sage 50 Payroll so your software is in sync.

We show you in the steps below where to find this setting to enable or disable this bank details field.

 NOTE: This setting is enabled by default. 

1. As an admin, click on your name on the top right, then click Settings.
2. On the settings menu click Permissions, then click Global.
3. If you want a bank account section in an employee's profile, make sure Bank accounts is selected.
   
   
   
   
4. Scroll down, then click Save.
   
    NOTE: As this setting is a global permission, it applies to everyone, including Admins.
   
   

When this setting is enabled, employees can then update these details in the Bank accounts tab of their profile. If they inform you that they've updated their details, you can accept to import these detail changes in Sage 50 Payroll to update their payroll record.

• Import employee detail changes from Sage HR Online Services to Sage 50 Payroll
• Enter your employee's bank account details manually in Sage 50 Payroll
• How do I keep employee details the same in Sage HR Online Services and Sage 50 Payroll?