Employees can be paid by check or direct deposit. Once direct deposit information is entered for an employee, that becomes their default payment method for payroll. The following sections describe how to enact changes to each employee’s default payment method.
One-time check
Switch from direct deposit to checks
Switch from checks to direct deposit
One-time check
Once an employee’s direct deposit is set up, there may be circumstances where they want to temporarily receive a check instead. This could happen when an employee has switched banks but has not turned in their new account details, or if they have opted to receive supplemental pay as a check. On the payments page of a payroll run you can temporarily change the payment type for an employee from ACH to Check.
To issue a one-time check to an employee who normally receives direct deposit:
- Go to Financials Main > Payroll > Payroll Runs
- After finalizing the payroll register and creating journal entries, click the down arrow next to Register
- Paychecks
- Create
- Click the down arrow next to Pay Stub for the employee you would like to change
- Edit
- Click the down arrow next to Payment Type
- Select Check
- Save
Continue generating checks and a direct deposit file like normal. See Paying Employees for more information.
Switch from direct deposit to checks
If an employee would like to switch permanently to receiving checks instead of direct deposit, delete the employee’s direct deposit information on the Employee Direct Deposit Accounts page. This will default all future payments to check. Once you delete this information you won’t be able to recover it from the system again.
To delete an employee’s direct deposit information:
- Go to Financials Main > Payroll > Employee Direct Deposit Accounts
- Find the Employee you want to change and click Edit
- Click X on the far right of each account
- Save
Switch from checks to direct deposit
If you would like to permanently add a direct deposit for an employee you will need to enter the employees direct deposit information. If you are between payrolls, you can use the standard entry described in the Direct deposit guide.
If you have already created journal entries for a payroll run and realize that direct deposit information is missing, you can instead add this information on the Paychecks page.
- Go to Financials Main > Payroll > Payroll Runs
- After finalizing the payroll register and creating journal entries, click the down arrow next to Register
- Paychecks
- Create
- Click the down arrow next to Pay Stub for the employee you would like to change
- Edit Direct Deposit Info
- Enter bank account details, per instructions on the Direct deposit guide
- Save
Once you enter this information and save, future payroll runs will use this direct deposit.