When scheduling earnings/deductions for direct deposits, the system does not allow Direct Deposits to be removed if an EDM is attached. But in the case that you need to change the Direct Deposit information from an employee, here is what you can do:
- Go to the 'Employees' tab on the main menu on the left-hand side of the StaffWizard page, and select the "All Employees" option. Then locate the employee by using the filters or navigating the list.
- On the employees's profile, go to the 'Payroll' tab located at the top of the page. Then select the 'Earning/Deduction' tab on the top of the new page displayed. Here search for the employee Scheduled Earning/Deduction that you need to deactivate, and click on the [Blue Pencil] button at the end of the row.
- A pop-up window will appear with the information of this Scheduled Earning/Deduction. Here you gonna uncheck the 'Activate' box and hit the [Save] button at the end of the window.
- Make sure that now that employee Scheduled Earning/Deduction appears as 'NO' on the 'Active' column.
- On the same panel go to the 'Direct Deposit' tab and click the [+ Add] button on the top right corner to create a new direct deposit.
- A pop-up window will appear and here you can fill out the new information, just make sure the box for 'Create Scheduled Earning/Deduction' is checked so you can fill in the information for the earning/deduction.
- After checking that the information is correct, you can save the changes by clicking the [Add] button at the end of the panel and this new Direct Deposit will appear at the bottom of the list.