Updating Payroll Bank Accounts in FRIDAY #

This guide provides step-by-step instructions for Administrators to securely update or add bank accounts for payroll processing within the FRIDAY application.

Objective #

To ensure seamless payroll processing by linking a valid bank account via automated sign-in or manual data entry.

Prerequisites #

• Admin Access: You must be logged in with Administrative credentials.
• Banking Info: Have your routing and account numbers ready (if choosing manual entry).

Step-by-Step Instructions #

Access Payroll Settings {audience: admin} #

• Log in to the FRIDAY application.
• From the left-hand sidebar, click on Settings.
• Select Payroll from the menu options.

Navigate to Bank Management #

• Click on Additional Payroll Settings.
• Select the Bank Account tab to view your current linked accounts.

Add a New Account #

• Click the Add Bank Account button. A pop-up window will appear offering two methods for linking:

– Link with Plaid: Recommended. Securely connect by signing into your online banking portal.
– Provide Account Details: Manual. Enter your routing number and account number manually.

Finalize and Save #

• If manual: Enter the Routing Number, Account Number, and Confirm Account Number.
• Click Add Account to save the information to your profile.

Important Considerations #

Accuracy is Key: Double-check your routing and account numbers. Incorrect details can lead to failed payroll runs and bank rejection fees.

• Security: Only authorized Admins should perform this action to protect the company’s financial integrity.
• Verification: Some banks may require a micro-deposit verification process. Keep an eye on your bank statement over the next 1–2 business days.
• Legacy Records: Keep your old account details on file until you have successfully completed at least one payroll cycle with the new account.