Skip to main content

Can’t add bank details to new employee

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

Written by Relu

Permission required

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 deleteviewadd edit

and do

No strikethrough means enabled, strikethrough means disabled.


Add permission

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 plus - Can Addand pen on paper - Can Editto green.

  5. Click Save.

Did this answer your question?