It would be useful for our HR admins to have a something to identify a change to an existing direct deposit account from a new account.
Emmanuel Bellard
| Company | Strata Clean Energy |
| Job Title / Role | ERP Analyst |
| I need it... | 1 month |
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Hi Emmanuel,
That makes sense. Let me talk to my dev team about this in our next planning meeting.
Thanks!
Hi Mark,
It would be nice to see if the direct deposit update that the admin are approving is a change to an already existing direct deposit account (changing the amount to send to that account for example) or if the employee is requesting a new account to be added to their profile.
Right now, both requests look very similar and, unless we are missing something, there is not a clear way to identify one request from another.
The only difference that I know of is if a new direct deposit account is submitted the system shows the full account number, whereas it is partially hidden for an update.
A additional line of text saying something like "new account" or "update to existing account" would be helpful for our HR staff to know if they have to verify that the account number matches the attachment (for a new account) or if they can just review whatever was changed.
I hope that clarifies the ask here, if not, I am happy to demonstrate directly in the portal.
Thank you.
Hi Emmanuel,
Personal Info Admins have to review all Direct Deposit updates that are submitted in the HR Management portal. What is the current approval process missing that would help your users?
Thank you