Status Types

Active: The employee bank account is active, ready for direct deposit, and will not require a confirmation from the banking institution. We recommend using the prenote status for all new accounts to ensure accurate account information; see the next status.

Prenote: This type will send a test file to the banking institution. The employee will receive a live check until the banking institution has provided confirmation of an active account.

• It can take 1-3 payroll cycles before the account has been verified and activates.

Inactive: No deposits will be made to this account. It is no longer in use.

Account Type

Checking: Checking accounts are primarily for accessing money for regular use.

Savings: Saving accounts are primarily used for saving funds.

Prepaid Card: Funds are loaded onto the prepaid card.

Employee Bank Account - Sequence

1, 2, 3 (Numbered): Used for partial direct deposits by order of importance. One being first. After assigning sequence 1, an additional field will appear, allowing you to input the Dollar Amount/Percent the employee has requested to be deposited into the account.

Remaining Net: One direct deposit account for the entire employee net pay or the last account to receive the remaining net pay after partial direct deposits (dollar amount or percent).

• Example: 

Billy Business would like to have (1.) $50.00 of each check deposited into a Savings account, (2.) $100.00 into his child’s college fund, and (3.) the remaining Net Pay into his checking account. The setup is shown below: the Savings account ($50) is sequence 1, the College account ($100) is sequence 2, and the checking account would have the sequence of Remaining Net.

💡 Employees can also split their pay by having a portion sent via direct deposit and the remainder paid via a live (paper) check.