How Admins Can Add or Update Employee Details (7shifts Payroll Only)

Updated November 21, 2025 15:50

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:
1. Select Update payment method > Direct Deposit.
2. 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)

RELATED ARTICLES

Can Employees update their payment method?
Viewing Employee Banking Information
Understanding Payment Method Status