{"id":506,"date":"2022-11-16T16:08:53","date_gmt":"2022-11-16T21:08:53","guid":{"rendered":"https:\/\/sites.miamioh.edu\/banner9\/?page_id=506"},"modified":"2022-11-16T16:08:53","modified_gmt":"2022-11-16T21:08:53","slug":"making-changes-to-existing-direct-deposit-allocations-in-banner-self-service","status":"publish","type":"page","link":"https:\/\/sites.miamioh.edu\/banner9\/making-changes-to-existing-direct-deposit-allocations-in-banner-self-service\/","title":{"rendered":"Making Changes to Existing Direct Deposit Allocations in Banner Self Service"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Overview: <strong>Banner 9 Self Service<\/strong> includes a Direct Deposit feature that allows employees to view their direct deposit information for both payroll and accounts payable, as well as the ability to modify their direct deposit allocations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Note<\/em>: <em>When adding or making changes to your direct deposit account information, have your financial institution&#8217;s routing number and your account (checking or savings) number ready for entry.&nbsp;<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>We recommend having a blank check or a direct deposit form from your financial institution nearby for quick access to your personal account information.\u00a0<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>**Your account number is NOT the same as your debit card number.**<\/em><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Guide Contents<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"#legend\">Legend<\/a><\/li><li><a href=\"#glossary\">Glossary<\/a><\/li><li><a href=\"#instructions\">Step-by-Step Instructions<\/a><\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"legend\">Legend<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u02c4<\/strong> Collapse Menu<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u02c5<\/strong> Expand Menu<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>+<\/strong> Add New &#8211; You can use this button to add a new direct deposit allocation.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>&#8211;<\/strong> Delete &#8211; Use this button to delete an existing direct deposit allocation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>i<\/strong> Click the \u201ci\u201d icon to see a visual aid (sample check)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u25a2 Check box &#8211; Click the check box to authorize the customized disclaimer message that the institution has created.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"glossary\">Glossary of Terms<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pay Distribution<\/strong><br>This section displays your most recent pay distribution. It contains information regarding the last pay distribution date, name of your financial institution, routing number, account number, account type, net pay distribution, and total net pay amount.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Proposed Pay Distribution<\/strong><br>This section is where you will enter your information for your payroll direct deposit.<br>You can add up to <strong>four <\/strong>accounts and determine how much you want to allocate to each account using whole numbers or percentages.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Accounts Payable Deposit<\/strong><br>Accounts Payable direct deposit allows you to receive non-payroll payments, such as expense reimbursements, via electronic transfer. If you anticipate receiving accounts payable deposits click<strong> Add New<\/strong> to add a bank account for allocation. <strong><a href=\"https:\/\/sites.miamioh.edu\/banner9\/adding-an-account-for-accounts-payable-in-banner-9-self-service-general\/\">Click here for instructions<\/a>.<\/strong><br><em>It is strongly recommended that all employees set up Accounts Payable Direct Deposit. Only one bank account can be used for the Accounts Payable Direct Deposit.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Amounts<\/strong><br>Remaining Amount \u2013 Select this option to deposit the amount of money remaining after the prior allocations are deposited into the designated accounts.<br>Note: Whenever you set up one payroll account, the Remaining Amount option must be selected to continue with the setup<em>.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Specific Amount &#8211; Select this option button to deposit a specific amount of money into the designated account.\u00a0<br>Enter this amount in the \u2018Enter Amount&#8217; box.<br><em>Typically used when someone had two or more accounts.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Percentage &#8211; Select this option button to deposit a percentage amount of money into the designated account.<br>Enter this amount in the Enter Percentage % box.<br><em>Typically used when someone had two or more accounts.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Priority<\/strong><br>Whenever you set up one direct deposit account, that account\u2019s priority must remain 1 (one).<br>When you have more than one direct deposit account you have the freedom to assign account priority from 1 (one) to 4 (four).\u00a0<br>Note: You have the ability to reassign an account\u2019s priority at any time.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"instructions\">Step-by-step Instructions<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>Go to <strong><a href=\"http:\/\/MiamiOH.edu\/DirectDeposit\" target=\"_blank\" rel=\"noreferrer noopener\">MiamiOH.edu\/DirectDeposit<\/a><\/strong>.\u00a0<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Under the <strong>Proposed Pay Distribution<\/strong> section, identify the account you want to edit.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/yCJQCyUlPRyGwMJH8azWDJR1_lCrAumRH5ez_ffqGpVTkZgQ30d5kiJ1YvB0AjfyyNPUuSOTxT96lvJzLh-LwVC5NOFhGzdRHkhoAKubklz0ZzThI7nuRtJU6ejB57a7BaY2cx7u6BceEORf2-FSfqmoREEbCtZJYXOBTkcLb0udmyaD8c83KUWBf7PF\" alt=\"\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the <strong>Amount<\/strong>, <strong>Account Type, <\/strong>or <strong>Priority <\/strong>drop-down box, to change your existing account\u2019s designated selections. <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"617\" height=\"177\" src=\"https:\/\/lh6.googleusercontent.com\/wcL1lp1yo8IzgfwZqiw1JHSs-Cc-xPQJiIPZgVbPsLt0Wxk1mvJyrX1jXzmAJZD4XwOZ3HOo01x0SWCl9BRCp8mFd5GJ8vF4vkyuNzGYf4_AtAUOkXCfBM4zGQYmyJ5BzBj7TkvD6GmMvF23ay4Z2zTHnAO3AWNKsHGl6GZwcz3WxE4YGNavXvm7ciTJ\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>(example of modifying account type)<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/llt-L73_vYmH2JZECDW9tfN0MxwEMR-TOtCg171e-u5mto0KRHkWa0OzeyN7KPTtxrdEdww4Fm5er7b8abxzXFEalxwoDuprNpJ9f5dJcixmjV-KMknx1JSS1faOkmjlSC8ro-tjazmrXJr5xuxNJobsfA8WdLNjh_VMfYTdKYCTxTIlhoXDiHBXCmRb\" alt=\"\" \/><figcaption><em>(example of modifying amount)<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/MrAc4_4D4AzX10sg0vrRDdQAjGntLlfMAaPUQxVhxmMbnb76OJxzjKAGLwsH5T6ANbHNvsvbfNK4DqrwRlNLGXAad-ZIw7EXVcFZ5zhw9xMzQdZELIDHcNOa6O_7fVFV11HYdQh_qdKuGYZLcw0vmKS9IghXRNEwDDv2itM4fHnSwRaNFcrEJuCqhsqD\" alt=\"\" \/><figcaption><em>(example of modifying priority)<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>At the bottom of the screen, click the box for the authorization statement.&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/Z05MfQSztX_041cfkuf4GOeeSoSa1WeZxhuZUzojP0zEpqWKDnlqPvWV_KibHgbmhLpXo6cRlabIhfhh2oo9TAt2Cds7IIbMMfp-BKgjWUxrS-eHw9hh1rBMzopwW3Qhw0C3Hr4S8WXfODzSaEkM54wslBqyHjVg5Mp7IlZAyDl5NGJwlKtWEcASIKqT\" alt=\"\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>Then click on <strong>SAVE CHANGES<\/strong>.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/_1eNOd4UmFUp06se5v-e8qrbjkeGkuTvARmY9efzSWp1CSIfNAP2aOQNv9njWqhNKI3d0_laJgaRiwDO6jqoRconUjeIf4eLeEavLtY54c8vp7A6W-xlczJavVBqOBvILqfTXsHxkXC5eNmzukFaXKtNbVK8cfq2CmBbfHX3LdCnovDv5bfhtb1-ZFue\" alt=\"\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li><em>Note:&nbsp; The \u201cSave Changes\u201d button is not clickable until the authorization statement box is checked.<\/em><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/_detpF1yZ_hX9wC8ISX5eVMF6lrbRrTpTMZhg4LwvfuvdyjTh6qf3jPHJHn56iqSyV7wXueySbxjUso-EAxkO5AtBZkapYvE5X5ydOPkyN2jH0TrJjY6JYEQb4uBZmmFaDjTUPiwH7xankn0t4Vx0wHFQmMel1fKsJXV4pldj8AEJULSgpI-pyqsjo-t\" alt=\"\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>An email will automatically be sent to your Miami email address informing you that changes have been made to your account information.<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Overview: Banner 9 Self Service includes a Direct Deposit feature that allows employees to view their direct deposit information for both payroll and accounts payable, [&hellip;]<\/p>\n","protected":false},"author":662,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"_s2mail":"yes","footnotes":""},"class_list":["post-506","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/sites.miamioh.edu\/banner9\/wp-json\/wp\/v2\/pages\/506","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sites.miamioh.edu\/banner9\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/sites.miamioh.edu\/banner9\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/sites.miamioh.edu\/banner9\/wp-json\/wp\/v2\/users\/662"}],"replies":[{"embeddable":true,"href":"https:\/\/sites.miamioh.edu\/banner9\/wp-json\/wp\/v2\/comments?post=506"}],"version-history":[{"count":0,"href":"https:\/\/sites.miamioh.edu\/banner9\/wp-json\/wp\/v2\/pages\/506\/revisions"}],"wp:attachment":[{"href":"https:\/\/sites.miamioh.edu\/banner9\/wp-json\/wp\/v2\/media?parent=506"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}