Functional Area: Employee Self Service (ESS) / ESS Bank Information and Direct Deposit
PurposeESS
Use this procedure to select a payroll payment method, such as direct deposit, and enter or change primary and secondary bank information.
Prerequisites
- Use this procedure on or after the employee start date.
- Any field marked with an * is required.
- When providing Bank Routing/Transit Number, use the series of numbers on the left bottom of your checks, or the number pre-printed on your savings account slip.
- On certain screens you may have to scroll to view some data entry fields.
11/6/2017
Ver: Rev 2016-1 / ESS Bank Information and Direct Deposit.udc
© University of Cincinnati / 1/1
Work Instruction
Functional Area: Employee Self Service (ESS) / ESS Bank Information and Direct Deposit
Procedure
1. / Log on to UC Flex at
Welcome - UCFlex Enterprise Portal - Internet Explorer
2. / Click ESS .
Employee Services
3. / Click Personal Information .
Personal Information
4. / Click Personal Profile .
Personal Profile
5. / Perform one of the following:
If / Then / Go To
you want to select or edit primary payroll information. / Click the Edit button to select direct deposit and enter primary bank information. / Step 6
you want to select or editsecondary bankinformation / Click to enter secondary direct deposit bank information once a primary bank has been entered. / Step 21
you want to exit. / When finished click . / Step 37
/ It's very important to logoff before closing the browser window. Your session could hang or remain open.
Edit Main bank
6. / Click to search for a Bank Key.
Search: Bank Keys
7. / Click button to select a search criteria.
Search: Bank Keys
8. / Click contains .
Search: Bank Keys
9. / As required, complete/review the following fields:
Field / R/O/C / Description
Bank Name / Required / the name of the bank
Example:
pnc
Search: Bank Keys
10. / As required, complete/review the following fields:
Field / R/O/C / Description
City name / Required / the name of the city where the bank is located
Example:
Cincinnati
11. / Click Search .
Search: Bank Keys
12. / To choose a bank clickin front of the line.
Edit Main bank
13. / Click to choose checking or savings account.
Edit Main bank
14. / Click Checking .
Edit Main bank
15. / As required, complete/review the following fields:
Field / R/O/C / Description
Account Number: / Required / the bank account number where the deposit is to be made
Example:
123456789
16. / Click to in the Payment method field to choose direct deposit.
Edit Main bank
17. / Click Employee Direct Deposit .
Edit Main bank
18. / As required, complete/review the following fields:
Field / R/O/C / Description
Last Four Digits / Required / the last four digits of the employee's Social Security Number (SSN)
Example:
2222
Enter the last 4 digits of your SSN for security and verification purposes.
19. / Click Save and Back button .
20. / Go to step5.
Personal Profile
21. / Click Other bank .
Add Other bank
22. / As required, complete/review the following fields:
Field / R/O/C / Description
Bank Key: / Required / the number identifying a specific bank where the deposit should be made
Example:
23. / Click to search for a Bank Key.
Search: Bank Keys
24. / As required, complete/review the following fields:
Field / R/O/C / Description
Bank name / Required / the name of the bank
Example:
Fifth
25. / Click button .
Search: Bank Keys
26. / Click to search for all banks containing the word Fifth.
Search: Bank Keys
27. / As required, complete/review the following fields:
Field / R/O/C / Description
City / Optional / city where the bank is located
Example:
cincinnati
Leave blank to search all cities.
Search: Bank Keys
28. / Click .
Search: Bank Keys
29. / To choose a bank clickin front the line.
Add Other bank
30. / Click .to choose checking or savings account.
Add Other bank
31. / Click Savings .
Add Other bank
32. / As required, complete/review the following fields:
Field / R/O/C / Description
Account Number: / Required / the bank account number where the deposit is to be made
Example:
888888888
Amount: / Required / the dollar amout to be deposited
Example:
100.00
Add Other bank
33. / As required, complete/review the following fields:
Field / R/O/C / Description
Last Four Digits / Required / the last four digits of the employee's Social Security Number (SSN)
Example:
2222
Enter the last 4 digits of your SSN for security and verification purposes.
Add Other bank
34. / Click to stay on this screen.
/ The Data saved successfullymessage confirms the changes have been saved..
Add Other bank
35. / Click to leave this screen without saving or resaving.
36. / Go to step5.
/ It's very important to logoff before closing the browser window. Your session could hang or remain open.
Welcome - UCFlex Enterprise Portal - Internet Explorer
37. / Click Yes .
11/6/2017
Ver: Rev 2016-1 / ESS Bank Information and Direct Deposit.udc
© University of Cincinnati / 1/27
Work Instruction
Functional Area: Employee Self Service (ESS) / ESS Bank Information and Direct Deposit
Result
You have selected a payroll payment method, such as direct deposit, and enter or changed primary and secondary bank information.
11/6/2017
Ver: Rev 2016-1 / ESS Bank Information and Direct Deposit.udc
© University of Cincinnati / 1/27