How and whether you can add your bank account details to your (or another employee's) Sage HR profile depends on a few different factors.
Whether you use Sage HR Online Services (UK only) to access your payslips online (employers know this as Sage HR integrated with Sage 50 Payroll)
Whether a bank accounts details section has been enabled or created by an admin user.
So you can follow the correct steps, just answer the question below.
Are you an employee user or an admin?
I'm an employee
I'm an employee
Do you have a bank accounts tab in your profile?
Yes
Yes
In that case, you can you can add or update your bank account details via this tab.
📎NOTE: You can only edit bank account details in the web portal, not the Sage HR mobile app.
📌TIP: Employee's bank details can also be amended via Sage 50 Payroll, which then update in Sage HR after their payslips are uploaded.
No
No
Do you have a bank details section in either your Employee or Personal tab?
Yes
Yes
If you have a field that you have access to amend yourself, simply make the required changes, then remember to click Save.
Example of custom bank details field created in Sage HR by an admin user.
Depending on how your employer has set up Sage HR, they may automatically get notified about this change. To make sure, we recommend you contact your employer directly, just to make sure these details have been updated.
📎NOTE: If you can't edit your custom bank details field, please contact your manager, HR admin, or anyone who has access to amend this on your behalf.
Example of a custom bank details field that can't be edited by someone without access to it.
No
No
If you don't have a field anywhere in Sage HR to add or update your bank account details, this means your employer doesn't have one created, or they haven't made it available to you.
Either way, please get in contact with your employer directly to inform them of your updated bank account details so they can update their records.
I'm an Admin user
I'm an Admin user
Do you use Sage HR integrated with Sage 50 Payroll?
Yes
Yes
As long as this tab has been enabled within global settings you can add or update an employee's bank account details from within this tab.
No
No
In that case, you only have access to add or amend bank account details if you have created one as a custom field. These fields will either be in the Employee or Personal tab in your profile if one has been created.