How Employee Bank Details and Approval Requests Work

This article explains how employees can update their bank account details in Yomly and how HR Admins manage and approve such requests.

Default Behavior

• By default, Employee Bank Details are unlocked and editable.

• Employees can:

  • Edit or replace existing bank details.

  • Add new bank account information and click Save.

• Any new or modified bank details are not auto-approved and must be approved by the HR Admin.

• Once approved, future pay runs will automatically send the employee’s salary to the updated bank account.

🔒 When Bank Details Are Locked

If an employee’s bank account is locked, they will not be able to edit it directly.
Instead, they must request an unlock.

Requesting to Unlock Bank Details (Employee Steps)

1. Go to Profile → Salary → Bank Details.

2. Click Request Unlock.

3. In the popup window, upload a Bank Clearance Letter.

4. Click Send Request.

The request is then sent to the HR Admin for review.

Reviewing Unlock Requests (HR Admin Steps)

1. As an HR Admin, go to the Requests section on the dashboard.

2. Locate the task titled Unlock Bank Details.

3. Click Respond to open the request details.
   
   
   
   

4. Review the following:

   • The Bank Clearance Letter uploaded by the employee.

   • The bank details that the employee wants to update.

5. Choose to Approve or Decline the request.
   
   

✅ Once approved, the employee will:

• See the status as Approved under their Letter Requests tab.
  
  
  
  

• Receive an email notification confirming the approval.

✏️ Editing Bank Details After Unlock

After approval:

1. The employee’s Bank Details tab will now be unlocked.

2. The employee can edit existing details or add a new bank account.

3. Once the update is complete, click Send for Approval.

Final Approval and Lock

• The HR Admin will again receive a “Bank Details” request for review.
  
  
  
  

• Upon approval:

  • The new bank account becomes active.

  • The old bank account automatically becomes inactive.

  • The bank details section locks again for security.