How can admin add employee’s bank name to bank list?

If a bank name is unavailable in the bank branch name list, the admin has the option to add it.

Adding/updating an employee's finance-related information is an essential step that helps employers and employees manage their financial and benefit-related information more efficiently and accurately.

The Bank/PF/ESI page helps the admin add/edit their employees' bank details. 

To add a bank to the list of banks, the admin must perform the following actions:

1. From the greytHR Admin login, navigate to Employee > Information > Bank/PF/ESI. The Bank/PF/ESI page appears.
2. From the Search Employee search box, search for the employee whose bank name you want to add to the database.
3. Click the Edit icon available next to Bank Account to update the bank details.
4. Click the Edit icon available next to Bank Name drop-down list. The Bank pop-up appears.
5. Under the Description column, enter the name of the bank account you want to add to the greytHR database.
6. Click Save to save the bank details and close the pop-up. You can now view the employee’s bank name in the Bank Name drop-down list.

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Related Links:

Video: To watch the video on Bank/PF/ESI page, click here.

FAQs: To read more FAQs about Bank/PF/ESI, click here.

Documentation: To learn more about the Bank/PF/ESI page, click here.

Product Update: To read about the product update, click here.