How to add or update employee direct deposit and 7shifts Payroll details
This article explains how Admins can manually add or update an employee’s information directly from Payroll > Employees - including their banking payment method and direct deposit details. This is useful when an employee hasn't completed onboarding, or their payment method needs to be corrected before running payroll.
⚠️ This workflow is only available to customers using 7shifts Payroll.
⚠️ Before updating payment info:
- The employee’s legal name and hire date must be completed
- The Admin must have multi-factor authentication (MFA) enabled
- This action is only available in Payroll > Employees
When Can Admins Edit Banking Details?
Admins can add or update banking info 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
How to Update Employee Details & Direct Deposit Information
- Log in to the web app as an Admin
- Go to Payroll > Employees.
- Find the employee and click the ✏️ pencil icon next to their name.
- Add or update any legal and tax information.
- In the Tax & payment details section:
- Select Update payment method > Direct Deposit.
- Enter or update employee’s bank account details
- Click Save
💡 Tip: Updating banking info here will move the employee from Blocked to Ready for payroll, as long as all other required info is completed.
⚠️ Important:
- Admins can view but cannot update banking details from the following areas:
- Team > Onboarding
- Team > Employee Profile > Wages and Payment
- Within a payroll draft (you can toggle to paper check, but not edit direct deposit details)