In HR Admin > Direct Deposit Admin, you can configure different aspects of the process for entering direct deposit information.
Direct Deposit Admin options
Option
Description
Employee Direct Deposit Form - Direct Deposit Information Text
Allows you to replace the default instructions of the system Direct Deposit form with custom instructions that are specific to your organization:
Employee Direct Deposit Form - Acknowledgments Statement and Checkbox
Enables details of individual accounts in the system Direct Deposit form to include a statement of acknowledgment that outlines your organization's requirements for adding accounts. The statement includes a checkbox that users must select to submit a new account or update an existing account:
When the form is submitted, the General Details section of the account in the Payroll > Direct Deposit screen of People shows the name of the submitter and the date and time of the acknowledgment:
Payroll Direct Deposit Screen - Acknowledgments Statement and Checkbox
Enables the General Details section of accounts in the Payroll > Direct Deposit screen of People to include a statement of acknowledgment that outlines your organization's requirements for adding accounts. The statement includes a checkbox that users must select to submit a new account or update an existing account in this screen:
This acknowledgment statement is separate from the one that you can add in the Direct Deposit form (described above). The administrator who is adding or updating the account in the Direct Deposit screen must select the acknowledgment checkbox on behalf of the employee.
When you select the checkbox and save, Dayforce adds your name and the date and time of the acknowledgment above the statement. The acknowledgment checkbox is then cleared so that users must select it again if further changes are needed:
When you select one of these options, Dayforce shows a text editor for adding text to the selected option. The text box is empty by default. See Text Editor Controls.
After you've saved the text, you can localize it by selecting the option and then clicking Localize in the toolstrip.
Each item in the list also includes a Publish checkbox that you must select to make the update available to users. Leaving the Publish checkbox cleared allows you to save changes to the text without making it available to users. If you save changes without selecting the Publish checkbox, Dayforce shows a warning indicating that the text isn't published.
After you've published an option, you can still make edits to the text or unpublish it:
If you unpublish the Employee Direct Deposit Form - Direct Deposit Information Text option, the default instructions are shown.
If you unpublish the Employee Direct Deposit Form - Acknowledgments Statement and Checkbox or Payroll Direct Deposit Screen - Acknowledgments Statement and Checkbox option, the acknowledgment statement is hidden, but not removed. If you publish it again, acknowledgments that users already made are shown.
Configuring this functionality is optional. The Direct Deposit form shows the system-provided instructional text by default. Also, there is no default employee acknowledgment process in the Direct Deposit form or in the Payroll > Direct Deposit screen.