Embedded Files
Important Note: This content will be available in CORE Payroll once the system is live. These transactions are not activated for end users at this time.
Home > Pay Management > Job Aids > Manage Net Pay Distributions/Direct Deposit
Use this Net Pay Distribution/Direct Deposit (NPD) job aid to manage employee Net Pay Distribution/Direct Deposit (NPD) records, including new setups and modifications.
Note: Employees are able to update their direct deposit information through the Employee Self Service portal.
Prerequisites:
Before you begin, make sure:
The employee(s) you are adjusting already exists in the system.
You have the employee ID for the individual(s) you intend to adjust.
You have all the necessary information and authorization to make the adjustment.
Steps to Create a Net Pay Distribution/ Direct Deposit (NPD):
Access the DEDM Activity Folder & Search for the Employee
On the Home Page, click the Deduction Management (DEDM) QuickLink.
—OR—
Use Global Search to navigate to the DEDM page: Click the expand/collapse (🞂) icon in the search bar, select Page Code, enter DEDM, and select DEDM from the list.
The Deduction Management query page opens.
2. Use the filter fields to search for the employee, then click Apply.
—OR—
Click a card in the Recent Searches section to re-run a search you ran previously. The matching results populate in the grid.
3. Locate the correct record, then click the View button next to the record to open it. The record opens in the Deduction Management activity folder on the Employee tab.
Create a Net Pay Distribution (NPD)
4. Navigate to the Net Pay Distribution tab
Note: If the tab isn’t visible, click the 3-dot menu or right arrow to view all tabs.
5. Click the tab-level three-dot menu and select Create Net Pay Distribution. The Net Pay Distribution (NPD) transaction page opens.
6. Click the insert (+) icon within the table & complete the following fields in the new row:
ABA Routing Number: Enter the employee’s bank’s routing number.
Account Number: Enter the employee’s account number.
Distribution Percent: If splitting pay across multiple accounts, enter the percentage for the account listed in step 6b.
Note: Use this field only if the Distribution Amount is left blank.
Distribution Amount: If splitting pay across multiple accounts, enter the specific dollar amount for the account listed in step 6b.
Note: Use this field only if the Distribution Percent is left blank.
From: Enter the date the net pay distribution should begin in MM/DD/YYYY format or use the calendar picker to select the date.
To: If there is an end date for the Net Pay Distribution, enter the date in MM/DD/YYYY format or use the calendar picker to select the date. If there is not an end date, leave this field blank.
Attachments: Attach signed banking form from the employee to the transaction using the attachment function.
7. Click the row-level expand/collapse (🞂) icon and complete the following Accounting Information fields:
Nickname: Enter a nickname for this account.
Account Type: Select the appropriate option from the dropdown.
Paystub Routing: Select Direct Dep to Home from the dropdown.
8. Click the Account Distribution tab and complete the following fields:
Primary Account: Select the appropriate option from the dropdown: Yes or No.
Priority Order: Enter a number to determine the sequence of fund distribution. Use 0 for the primary account and numbers 1 through 9 for all secondary accounts.
9. Repeat steps 6-9 for each additional account, or proceed to step 10 if no further accounts are needed.
Save, Validate, Submit, & Close the Transaction
10. Click the Save button at the top of the page. This action saves the data entry and ensures you don't lose your work when validating or submitting the transaction.
11. Click the Validate button at the top of the page. This action validates data entry and checks for errors.
Confirm that the transaction validated successfully.
If errors are returned, correct the issues in the applicable sections and click Validate again.
12. Once validation is successful, click the Submit button at the top of the page. This action finalizes the transaction and routes the transaction for review and approval.
Confirm that the transaction was submitted successfully.
13. Click the Close button at the top of the page. This action returns to the activity folder.
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