How to update an employee's bank details?

Important

Step by Step Guide

1. Log in to your Yomly account using your dedicated business URL
2. Depending on your organization's policies, you can update employee bank details, or allow them to do so.
3. To update, go to the MAIN MENU > VIEW
4. Search for the employee, click 'View to open the profile
5. Under the 'Salary' tab, select bank details
6. Click 'Edit Profile' then 'Add bank details'
7. Fill out the fields:
   • Account description
   • Account type and details
   • Bank name
   • Currency
8. Save bank details
9. To make changes to the existing bank details:
   • Click 'Edit Profile'
   • Click the bank name 
   • Click 'Edit bank details'
   • Make the necessary changes
   • Save bank details
10. Locking the bank details will require employees to submit a request to unlock if the bank details need to be updated.