Finance
Update bank details and review payroll changes
Find bank verification, tax declarations and salary changes in People & Pay, with the responsibilities for each.
GuideFor employees and authorized payroll staffContent reviewed
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Choose the correct People & Pay view#
Open the payroll area and People. Available views depend on whether you are using employee self-service or have specific payroll responsibilities.
| View | Purpose |
|---|---|
| Bank → My account | Review or submit your own account information. |
| Bank → Employee accounts | Authorized staff review employee bank records. |
| Bank → Verification | Bank verifiers handle pending changes. |
| Tax & Regime → My tax | Your tax information and declarations. |
| Tax & Regime → Tax profiles | Payroll administrators review employee tax profiles. |
| Salary revisions | Authorized administrators review effective-dated pay changes. |
| Settlements | Authorized staff handle final settlements. |
Submit a bank change#
Open Bank and My account, inspect the existing details, then use the available change form. Check all entered information before submitting.
Check the result: Return to the account record and inspect its verification state. A submitted change is not the same as a verified account ready for payment.
If an update is pending, ask the responsible verifier to review it. Do not repeatedly create the same change request.
Review bank verification#
Authorized bank staff open Verification, inspect the pending change and follow the verification process. Viewing, editing and verifying bank information are separate authorities; a payroll role label alone does not establish all three.
After a decision, check the saved account state. Payroll preparers must refresh the relevant readiness computation when corrected inputs affect a run.
Tax and salary changes#
Employees submit declarations in their own tax view. Administrators review the relevant employee profiles and verify the information required for payroll.
For salary revisions, review the effective date and employee before deciding. A proposal made through an appraisal still needs the financial decision in the authorized payroll workflow.
Troubleshooting and handoff#
If a view is missing, identify the exact task and ask the administrator to check its authority. If a change does not appear in computed pay, confirm its review state and effective date, then ask the preparer to check the run.
Use Payroll runs for processing and Payslips for employee output.
See Update bank details and review payroll changes on the product site
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