Add a bank account number to an employee

When you report an employee's start of employment, you can directly add the salary account. After registering the employee as employed, you can link additional bank account numbers, for example for the 'Levensloop'. You link the wage component of the 'Levensloop' to the bank account number to which you want the 'Levensloop' transferred.

If you add an account to an employee, it is saved together with the person (this has to do with the integration with organisations/persons in Profit CRM).

Note: 

If an attachment of earnings has been recorded for the employee, Profit displays the bank account number on the Bank tab. You cannot change or delete these bank account numbers.

Contents
Link an additional bank account number

You link an additional bank account number and select the wage component.

To link an additional bank account number:

  1. Go to: HR / Employee / Employee.
  2. Open the properties of the employee.
  3. Go to the tab: Bank.
  4. Click on: New.
  5. Select the country of the bank.

    If the country is part of the SEPA, the IBAN check check box is selected.

  6. Deselect the IBAN check check box, if you are not making a payment in the SEPA payment format.
  7. Enter the account number.
  8. Check the value in BIC code. Profit only enters a suggestion for the BIC code in case of a Dutch IBAN number.
  9. Click on: Next.
  10. Complete the fields if it concerns an international bank account number.

    Do not complete this if the bank is within the SEPA.

  11. Click on: Finish.
  12. Enter the bank account number data.
    1. Do not select the Salary account check box.
    2. If required, enter a payment reference.

      If you do not enter a Payment reference, Profit will copy the payment reference from the salary processing plan.

    3. Select the Payment reference incl. payment text check box if you want to combine the payment reference of the employee and the salary processing plan.
    4. Select the wage component for the amount you want to transfer to the bank account number.

      From the wage component view you can display a view of wage components that are suitable for payment.

  13. Click on: Finish.
Link the same bank account number twice

You may want to link the same bank account number to an employee twice.If you followed the standard procedure, Profit would prompt you that the bank account number already exists. That is why you should use the procedure described below.

To link the same bank account number twice:

  1. Go to: HR / Employee / Employee.
  2. Open the properties of the employee.
  3. Go to the tab: Bank.
  4. Click on: New.
  5. Click on: Cancel.
  6. Select the bank account number.
  7. Enter the bank account number data.
    1. Do not select the Salary account check box.
    2. If required, enter a payment reference.

      If you do not enter a Payment reference, Profit will copy the payment reference from the salary processing plan.

    3. Select the Payment reference incl. payment text check box if you want to combine the payment reference of the employee and the salary processing plan.
    4. Select the wage component for the amount you want to transfer to the bank account number.

      From the wage component view you can display a view of wage components that are suitable for payment.

  8. Click on: Finish.
Link an existing bank account number again

You may want to link an existing account number for a person to the employee again.If you followed the standard procedure, Profit would prompt you that the bank account number already exists. That is why you should use the procedure described below.

Link an existing bank account number again

  1. Go to: HR / Employee / Employee.
  2. Open the properties of the employee.
  3. Go to the tab: Bank.
  4. Click on: New.
  5. Click on: Cancel.
  6. Select the bank account number.
  7. Enter the bank account number data.
    1. Do not select the Salary account check box.
    2. If required, enter a payment reference.

      If you do not enter a Payment reference, Profit will copy the payment reference from the salary processing plan.

    3. Select the Payment reference incl. payment text check box if you want to combine the payment reference of the employee and the salary processing plan.
    4. Select the wage component for the amount you want to transfer to the bank account number.

      From the wage component view you can display a view of wage components that are suitable for payment.

  8. Click on: Finish.
Also see

Directly to

  1. Employee bank account number
  2. Add a bank account number
  3. Change a salary account in InSite
  4. Change the bank account number of an employee
  5. Employee cash payment
  6. Bank account number with a deviating name
  7. Import a bank account number for an employee
  8. Add an international bank account number to an employee