Direct Deposit Information for Employees

The article provides guidance on managing and editing employee direct deposit information in BambooHR. It outlines steps for employees to update their direct deposit details via the Pay Info tab and explains how Payroll Admins can assist if needed. Key sections include adding or updating direct deposit information, handling multiple accounts, and troubleshooting failed deposits. The article also discusses data security measures, including access levels for employees regarding their direct deposit information. Additionally, it offers options for importing bulk direct deposit data and emphasizes the importance of ensuring accurate bank information to prevent deposit failures. Resources and templates are provided to facilitate these processes.

  • Jun 15, 2026
  • Knowledge

Title
Direct Deposit Information for Employees
Article Text
Part of Payroll that is an add-on feature.

How do I manage and edit employee direct deposit information for payroll?

If you do not have BambooHR Payroll and are interested in a demo, click here and fill out the form!

Purpose: To show you how quick and easy it is for you to update direct deposit information in BambooHR.

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Table of Contents

You can use our report to review Direct Deposit information, but to ensure data security, you cannot create a custom report on this information.

Pay Info tab

As an employee, you can update your direct deposit information by going to the Pay Info tab and clicking Update Direct Deposit. If you do not have access to this in your account, your Payroll Admin can add the information for you.

Add or Update Direct Deposit

If it's the first time you are adding direct deposit information into BambooHR, you'll see the modal above. If you're just making a change to your direct deposit information, you will not need to re-enter your bank account information.

If you want to allocate a specific amount or percentage of your paycheck to a different bank account, click Split Paycheck.

You will need to add the following information for each of your bank accounts:

  1. Order of Direct Deposits: The number next to each of your direct deposit accounts communicates the order deposits will be made. In the example above, if you received a paycheck for $200, the entire paycheck would go into your first account.
  2. Reorder your Direct Deposits: Click and drag the six dots to reorder your banking accounts.
  3. $ or %: Determine an exact amount or a percentage of the remaining amount*. By default, it will be set to %.
  4. Amount or Percentage: If selecting $, then enter an exact amount. If selecting %, then enter the percentage amount.
  5. Account Nickname: This field is optional. If you do not enter a nickname, the account will be categorized by the account type (Checking/Savings) and the last four digits of the account number.
  6. Routing Number: Every bank has a routing number tied to it. The employee needs to enter their bank's specific routing number. If they enter one of the top 25 U.S. banks, the bank's logo will appear on the right. A basic bank logo will appear if they enter a bank that is not in the top 25 banks in the U.S.. If the routing number is invalid, the field will be highlighted in red, and you will be asked to fix it.
  7. Account Type: Select if the account is a Checking or Savings account.
  8. Account Number: Enter their account number and confirm. The Direct Deposit table supports both numeric and alphanumeric account numbers.
  9. Split Paycheck: Click this button to add an additional account to your workflow.
  10. If there's extra, send it here...: Depending on what order you put your direct deposits (dollar vs. percentage), BambooHR will follow the order you choose. However, the final direct deposit account must always add up to 100% to prevent the need for a printed paper check for any leftover amount. The down arrow allows you to choose which account you'd like the remaining balance to go to.

Once the direct deposit information is complete, click Review.

The Review screen will show you exactly where your money is going based on your last paycheck amount. If you haven't been paid in a while, then we will show you a hypothetical amount so you can get the gist of how your paycheck could be calculated. Once you've verified that your accounts are set up as you like, click Save.

When you update your direct deposit information, or if a Payroll Admin updates it for you, you will receive an email notification.

Admin Information for Direct Deposit
Importing Direct Deposit Data

Does your company have a lot of direct deposit data to add for your employees? BambooHR customers have the option to import direct deposit data directly into the employee profile.

Click on the file below to download the data template.

BambooHR®+BambooHR Payroll Direct Deposit Data Template.xlsx
Direct Deposit Importing Steps
  1. Prepare your template. Navigate to Settings > Payroll > Company Information. Click the gear icon dropdown, then select Import Direct Deposit Data.
  2. Choose your file for import. Then click Next Step.
  3. Map your data. Ensure that your import file column headings match the corresponding BambooHR field, and that the correct data is populating.
    • The data mapping page ensures all your columns and data properly match up.
  4. Validate your data or fix any errors that are highlighted, then click Import Direct Deposit Data.
  5. If your import is successful, you'll see a green bar at the top of your screen.
  6. Navigate to an employee's profile to verify that their data has been imported correctly.
    • We typically recommend spot-checking 10% (or at least three lines) of your data.

For Column J, if an employee has multiple direct deposit accounts, the last account must be set to “BAL” or “100 PCT” because our system reads the last account as 100% of the remaining balance.

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What if a direct deposit fails?

If an employee's deposit was returned, BambooHR will email the payroll administrator(s) within two business days from your applicable pay date. The email will provide information and options for re-depositing the funds on the next business day.You will be required to reply to the direct deposit notice and let us know the bank account information has been updated for the employee in BambooHR by 11:30 a.m. (PT) on the day of the notice for us to re-deposit the funds on the next business day. If we do not hear from you by the required time to re-deposit, the funds will automatically return to your company's bank account. From there, you will need to issue the employee the funds through another method (i.e., in-house check or wire). Please note there are fees associated with correcting or redepositing failed direct deposits.

To avoid the possibility of any future deposit returns, please make sure that the employee's bank information is updated in BambooHR and that those changes have synced over to payroll before you run payroll again for the employee.

What if my employee has multiple direct deposit accounts and wants their paycheck sent to a specific account?

If an employee requests their check be sent to a specific account and they are normally set up to have their deposit sent to multiple accounts, you (or the employee with access) will need to remove the additional direct deposit accounts before starting payroll. If payroll has already begun, you can reset their payroll data on the Edit page to include the direct deposit account update. Then, once payroll is approved and processed, you (or the employee with access) can add back the additional accounts.

Granting access to Direct Deposit

When setting up an employee access level, the Full Admin user(s) can grant employees View Only, View and Edit, or No Access to Direct Deposit information.

To keep your employee's sensitive data secure, only the last four digits of the employee's account number will be visible on the Pay Info tab, regardless if they have been granted View Only or View and Edit access.

If the employee has View and Edit access, they can click Update Direct Deposit to view both the routing and account numbers. Clicking on the eye icon next to the Account Number field will reveal the full number.

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