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Administrative Systems Training   /  Self Service: Manage Direct Deposit Account (Add Deposit)

Self Service: Manage Direct Deposit Account (Add Deposit)

Employees may set up multiple deposit accounts within the Administrative Systems' Self Service Applications.

UAB Self Service Applications → Manage Direct Deposit Account

The Manage Payroll Payments: Define Payments page indicates the direct deposit information currently on file in Payroll.

Click on the Add Deposit Payment button.

The Add Deposit Payment page will load.  The employee may make changes including adding new accounts (different banks are permissible), changing the allocation of pay, etc.  To set up a new account, please click here for instructions.

The field, Amount Type, enables an employee to allocate money into different accounts.  The two options are Percentage and Monetary.  Percentage allocation typically refers to allocating a specific percentage of pay each pay period into a specific account.  Monetary allocation enables an employee to select a specific dollar amount and allocate it to a specific account.

Scenario: Linda currently has 100% of her pay allocated to her checking account. She would like to allocate 10% of her paycheck each pay period to her savings account.

Complete the required fields, indicated by an asterisk (*), to allocate the percentage of money that should be directed into another account.

Scenario Continued: Linda has indicated that she would like for 10% of her biweekly pay to be deposited in her savings account at the same bank where she has her checking account.  Upon further thinking, Linda has opted to have $50.00 per pay period go to her savings club account as well.

Select Add Another to set up another account for deposit.  In the Amount Type field, select Monetary and enter the amount.  Include dollars and cents (i.e. 50.00.)  Complete the remaining required fields which are indicated by an asterisk (*).

NOTE: When clicking the Add Another button, a new page will load and a confirmation statement will appear indicating that the previous change has been validated.

Once all accounts have been added, select Apply.

The Manage Payroll Payments: Define Payments page will load and the employee should review the data and ensure that the information is correct.

Changes to the Priority order, Amount Type or Amount can be adjusted on this screen.  Any changes to the account information must be changed using the Update icon.

If the information is correct, select Continue.

NOTE: Pay special attention to the information below the Employee Payments box.

The Manage Direct Deposit Account: Review screen shows all changes indicated by a blue dot.

If the information is correct, select Submit.

The final page is Confirmation page.

NOTE: Until the confirmation notice is received, no changes have been saved.

The system will automatically generate an email notification as well.

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