You can add or amend your (or an employee's) bank account details via your employee profile to ensure your pay goes to the right account.

 NOTE: You can only edit bank account details in the web portal, not the Sage HR mobile app. 

We show you how to add or edit a bank account in the section below.

 NOTE: As an admin user, you can also follow these steps on another employee's profile.

1. Log in to the Sage HR website.
2. Go to yours, or an employee's profile.
3. On the profile menu, click Bank accounts.
   
    NOTE:  If this option doesn't appear, then an admin user has disabled this tab. 
   
   
   
4. Click Add bank account.
   
   If you want to edit an existing bank account, click Edit on the relevant account.
   
   
5. Enter the bank account details.
   
    TIP: The account number must be 6 to 8 numbers. The sort code must be 6 numbers.
   
   
6. Select Use this bank account for Payroll to ensure this information syncs to Sage 50 Payroll so pay goes to this account.
7. When the bank account details are complete, click Save bank account.
   
   

 NOTE: If you have more than one bank account listed, the one marked as Used for Payroll is the one your wages will be paid into. 

Next steps 

You receive an email notification to tell you there's been a request to change these bank account details. These changes won't go live until an admin approves these changes. Your employer may contact you to confirm you're aware of these changes.

 NOTE: Admins only - After the changes are approved by an admin in Sage HR, a notification appears for a payroll admin in the Import Data Payroll section within Sage 50 Payroll. This is so a payroll admin can update the information in payroll. For more information as an admin user, visit our guide, Import employee detail changes from Sage HR Online Services to Sage 50 Payroll.