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Can’t add bank details to new employee

If you can’t add bank details to new employee, you need to check your permissions.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over a week ago

The permission that you need is called Payment Method Primary. You can add permissions to an employee’s profile, on the post or a role. Adding them to a profile prevents everyone in the post from having access. Adding them to the post gives everyone within the post access, or the user can add to a role.

Important: Be aware that there are different parts to a permission, single permissions can consist of delete

view

add

edit

and do

. No strikethrough means enabled, strikethrough means disabled.

To add the permission for the employee, follow the below steps:

  1. Use the organisation search and find the required employee.

  2. In the Employee Record, select Security and then click Permissions.

  3. Click Edit Employee Permissions and search the permission Payment Method Primary.

  4. Change the icons of the eye - Can View

  5. plus - Can Add

    and pen on paper - Can Edit

    to green.

  6. Click Save.

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