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No option to add bank details in the onboarding wizard

If you are unable to add bank details when onboarding an applicant, you need to check if your settings are correct.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over 3 months ago

If there is no tab in the onboarding wizard for bank details when you are onboarding an applicant from recruitment so that they become an employee, you need to set the global setting titled Bank Account Required to true.

To set this, please follow the below steps:

  1. Click Configuration then click Settings.

  2. Expand System Settings then click Global.

  3. Within the Name field, search for Bank Account Required and click on it.

  4. Within the Boolean drop-down, ensure this is set to True.

  5. Click Save.

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