How to lock an employee's bank details?

Important

HR Admin access required

How to lock an employee's bank details THUMBNAIL.png

Step by Step Guide

  1. Log in to your Yomly account using your dedicated business URL
  2. Go to the MAIN MENU > VIEW
  3. Search for the employee's name
  4. Click 'View' to open the profile
  5. Under the 'Salary' tab, select 'Bank Details'
  6. Here you will see the employee details, click the 'Lock' button 

NOTE:  The employee would need to request to unlock and provide a clearance certificate from the bank to update the details. The request is then displayed to HR Admins' Tasks page as as a pending letter request.

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