How can the admin add the employee’s bank name to the bank list?

If a bank is not available on the list, you can add it yourself. To add a bank under the list of banks, perform the following actions:

1. Login to your greytHR admin portal, and then navigate to Employee > Information > Bank/PF/ESI. The Bank/PF/ESI page appears.
2. From the Search Employee search box, search for the employee whose bank name you want to add to the database.
3. Next to Bank Account, you can view an Edit icon. Click the Edit icon to update the bank details.
4. Next to Bank Name drop-down list, you can view an Edit icon. Click the Edit icon. Bank pop-up appears.
5. Under the Description column, enter the name of the bank account you want to add to the greytHR database.
6. Click Save to save the bank details and close the pop-up. You can now view the employee’s bank name in the Bank Name drop-down list.

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Related Links:

❓FAQs: To read more FAQs about Bank/PF/ESI, click here.

📃Documentation: To learn more about the Bank/PF/ESI page, click here.

▶Video: To watch the video on Bank/PF/ESI page, click here.

📢Product Update: To read about the product update, click here.