Set up an employee bank account change approval workflow
To use the employee bank account change request workflow in Sparkrock Impact, you must complete the following setup tasks:
- Configure a finance approval rule for employee bank account changes
- Set up a number series for employee bank account change requests
- Enable the employee bank account change approval workflow
To configure a finance approval rule for employee bank account changes
Before you can enable the employee bank account change approval workflow, at least one finance approval rule with an Approval Type of Employee Bank Change must exist. Learn more in Set up finance approval rules.
To set up a number series for employee bank account change requests
Select Search (Alt+Q)
, enter purchases & payables setup, and then select the related link.The Purchases & Payables Setup page opens.
On the Number Series FastTab, in Employee Bank Account Change Request Nos., specify a number series.
To learn how to create a number series, go to Create number series.
To enable the employee bank account change approval workflow
Select Search (Alt+Q)
, enter finance approval setup, and then select the related link.The Finance Approval Setup page opens.
On the Document Types FastTab, on the row with a Document Type of Employee Bank Change, select the Enabled checkbox.
Sparkrock Impact performs the following actions:
- Activates the employee bank account change request approval workflow
- Makes the Direct Deposits FastTab on the Payroll Employee Card page read-only
- Adds a Maintain Direct Deposits action to the Navigate menu on the Employee Card page
- Enables the Employee Bank Account Change Request Approval Workflow on the Workflow page
There must be at least one finance approval rule with an Approval Type of Employee Bank Change configured before you can select the Enabled checkbox for the Employee Bank Change document type.
Related information
Employee bank account change requests
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