Employee bank accounts

The Bank tab on an employee's profile holds the bank account used for their pay.

1. Employees — Open the Employees group in the menu.
2. Active — Then choose Active.

Steps

1. Open the employee's profile (from the Human Resources section of the menu, Employees → Active, then click the person).
2. Go to the Bank tab. The Bank Account Details card shows the account name, bank name, branch, account number, and the bank identifiers — or a note if nothing is on file yet.
3. Click the edit (pencil) button on the card.
4. In the Edit Bank Account panel, enter the Bank Name, Branch and Account Number — all three are required — then whichever identifiers your banks use: Bank Code (an IFSC in India, a sort code in the UK, a routing number in the US), IBAN, and SWIFT / BIC. Those three are optional.
5. Click Update to save, or Cancel to close without saving.

Tips

• The account holder name is taken from the employee's name automatically.
• The Account Number must be digits only. The identifier fields are stored in upper case and are not checked against any one country's format, so they work wherever you run Open Core HR.