How to add or update employee direct deposit and 7shifts Payroll details

Admins can manually add or update an employee’s information directly from 7shifts Payroll to ensure team members are paid accurately and on time. This process allows you to manage banking details and direct deposit information when :

• The employee is in Blocked status due to missing payment or tax info
• The employer needs to complete onboarding on the employee’s behalf
• The employee needs to be set up for direct deposit in an upcoming payroll

Things to know

• The employee must have a legal name and hire date completed in 7shifts before you can update their payment info.
• Banking updates must be performed within the Payroll section of the web app rather than the standard employee profile.
• Admins can view banking details in the Team section (under Onboarding, or Employee Profile > Wages & Payment) or within a payroll draft (under paper check) but cannot edit them in those locations.
• Updating banking information can move an employee from Blocked status to Ready for payroll.

Update employee details and direct deposit

1. Log in to the 7shifts web app as an Admin.
2. Navigate to Payroll > Employees.
3. Locate the specific employee and click the pencil icon next to their name.
4. Add or update the necessary legal and tax information for the employee.
5. Scroll to the Tax & payment details section.
6. Select Update payment method and choose Direct Deposit.
7. Enter or update the employee’s bank account details.
8. Click Save to finalize the changes.

Next Steps

Once the banking information is saved, verify the employee's status in your employee list to ensure they are now marked as Ready. You can then proceed to include them in your next 7shifts Payroll draft.