EMPLOYEE SELF-SERVICE DIRECT DEPOSIT PROCEDURES

Transcription

1 EMPLOYEE SELF-SERVICE DIRECT DEPOSIT PROCEDURES STEP 1: To access Employee Self Service, login to Lawson by entering your District User ID and Password. STEP 2: Click on the down arrow next to Employee Self-Service to display the available options. Page 1 of 9

2 Employee Self Service options include the following: Employee Self-Service Options Employee Self-Service Options STEP 3: Select Pay from the available options. Page 2 of 9

3 Clicking the Pay option from Employee Self-Service displays the following: Pay Options Employee Self-Service Options STEP 4: Select Direct Deposit DIRECT DEPOSIT Clicking on the Direct Deposit option allows employees to add or modify their direct deposit account information. Employees can designate 1 default, or primary account, and up to 4 secondary direct deposit accounts. NOTE: If you are establishing direct deposit for the first time, begin at STEP 5. If you already have a direct deposit account(s) established, skip to STEP 10 to update your information. Page 3 of 9

4 Note: Prior to adding or changing direct deposit information in Employee Self-Service, it is the employee s responsibility to coordinate with their bank regarding opening and closing accounts. STEP 5: If you are establishing direct deposit for the first time, the following screen will appear. To add a new direct deposit account select STEP 6: Select I agree with the above statement to proceed. Page 4 of 9

5 STEP 7: The system will ask you how many accounts you want to open. Options are from 1 to 5. After entering the number of accounts select STEP 8: If you entered more than one account in the previous step, the system will ask you to designate a default account. A default account is the account that the net amount of your check will be deposited to after all deductions and distributions have been subtracted from total wages. If you selected only 1 account, skip to Step 9. Select Page 5 of 9

6 STEP 9: Complete the fields with a red asterisk. Use the following guidelines to enter field values: Bank Required field. Click on the icon to the right of the field to search for a bank using the routing number or the bank name. In the far right hand field, select filter. To display more results drag the scroll bar down. If available, select Next to view the next set of results. If you are unable to locate your bank, you may close the search and manually enter the bank s name. Filter by routing # or bank name Enter routing number or portion of bank name then select Filter Scroll down to display more results Description Account Type Percent of Net Required field. Enter description, either Checking or Savings. Required field. Select either Checking or Savings Defaults to 100% for a primary direct deposit account. (This can be changed if you add multiple accounts) View next page of results Page 6 of 9

7 Routing Number Account Number Required field. Enter routing number of the bank. It is located at the bottom left hand corner of a check, before the account number. (See the graphic below.) Required field. Enter your bank account number. (See the graphic below.) Click to continue or to close the screen. You will be notified of your changes via e- mail automatically. STEP 10: Use the following procedures to Add, Close or Update existing direct deposit information ADD A SECONDARY DIRECT DEPOSIT ACCOUNT To add another account, click 9. and complete the form using the procedures from Step 6 and Step Note: When adding secondary direct deposit accounts, the system will provide the option to select a Flat Amount or a Percent of Net. Flat Amount is a standard dollar amount that will be deposited to this account with each paycheck. Percent of Net will use the percentage Page 7 of 9

8 entered to determine what percentage of the net pay check amount to deposit to the account indicated. Once amounts specified are applied to your secondary account, all of the remaining amount will be deposited into the primary account. CLOSE A DIRECT DEPOSIT ACCOUNT To close an account, select the account you want to close and click on. The system will prompt you to either confirm your transaction by clicking OK or to cancel the transaction. Note: This will only stop your direct deposit to this account from NEISD. It will not close your account with the bank. Page 8 of 9

9 UPDATE A DIRECT DEPOSIT ACCOUNT To update your current information, click on account number. Account Type and Account Description can be updated. Click to continue or to delete your entries. Page 9 of 9