Enter an Employee Record

Use these instructions to set up a new salaried or hourly employee.

Prerequisites

  1. Complete paperwork with the appropriate approvals must have been received.
  2. The original hire date of the person must be known to begin this task.

To enter a new employee record

When completing the Oracle forms referenced in this procedure, note that a white field indicates optional entry or one that is conditional based on the particular process.

Note: In addition to this process help, please refer to the following:

  1. Select People > Enter and Maintain to go to the Decision form.
    1. If the current effective date is different than the person's original hire date, click Yes to go to the Alter Effective Date form.

      Complete the Effective Date fields:

      Field Name

      Required (R) or Optional (O)

      Description

      Effective Date

      R

      Date for which the record is effective. Enter the person's original hire date.

      1. Click OK to go to the Find Person form.
    2. If the current effective date is the person's original date of the change, click No to go to the Find Person form.
  2. Click New to go to the People form.
  3. As required, complete the following fields:

    Field Name

    Required (R) or Optional (O)

    Description

    Last

    R

    Last name.

    First

    R

    First name.

    Title

    R

    Title.

    For example: Ms.

    Middle

    O

    Middle name or initial.

    Gender

    R

    Gender will default based on the Title field.

    If the title is Dr., select either Male or Female.

    Action

    R

    Select Create Employment from the drop down menu.

    Person Type for Action

    R

    System generated.

    Identification

    R

    System generated.

    Social Security

    R

    A nine-digit, unique personal identification number issued by the U.S. Social Security Administration.

  4. If, after you enter the social security number and go on to the next field, an error is displayed - "This Social Security already exists," click OK to go back to the People form.
    1. Select File > Close Form to display the error message again.
    2. Click OK to go to the Forms form.
    3. Click Yes to go back to the Navigator form. You have aborted this procedure. Do not continue. Contact your supervisor or central office for further instructions.
  5. If, after you enter the social security number and go on to the next field, an error is not displayed, complete, as required, the following fields in the Personal tab of the People form.

    Field Name

    Required (R) or Optional (O)

    Description

    Birth Date

    R

    Date of birth.

    For example: 04-JUL-1970

    Nationality

    R

    Citizenship data.

    Select from the List of Values:

    Non-Citizen in U.S. on VIsa

    Non-Citizen not in the U.S.

    Permanent Resident

    U.S. Citizen

    If a non-citizen in the U.S. on a Visa, complete the I-9 Expiration field on the People (Employment Information). Also complete the Non-Citizen Visa and Residency Info form and the Non-Citizen Reporting Info form in the Special Information Type.

    Registered Disability

    "

    Do NOT use this field.

    For security reasons, the Research Foundation requires that this box not be checked . The appropriate information is not taken from this form.

  1. Note: An em dash (") in the table above indicates a field that is automatically populated by the system or that is not needed.
    1. Select the Employment tab. As required, complete the following fields from the Lists of Values:

      Field Name

      Required (R) or Optional (O)

      Description

      Ethnic Origin

      R

      Ethnic origin of individual.

      Veteran Status

      O

      Current veteran status.

      I-9 Status

      R

      I-9 document status.

      I-9 Expiration

      O

      Work authorization expiration date.

      For non-citizen employees in the U.S. on a Visa, enter the I-9 expiration date (i.e., the date of expiration for authorization to work in the U.S.).

    2. Select the Office Details tab. Complete the following fields:

      Field Name

      Required (R) or Optional (O)

      Description

      Email

      O

      E-mail address.

      Mailstop

      O

      Check delivery drop location.

      Checks are sorted by location, mailstop, and name. Mailstop information is defined by individual operating locations. See your campus administrator.

    3. Select the Additional Personal Details flex field in lower right corner. Complete the following fields:

      Field Name

      Required (R) or Optional (O)

      Description

      E-Verify Status

      R

      Outcome of E-Verify system verification

      Date Authorized

      O

      Date employment authorization received

      Case Verification Number

      O

      Employee case verification number from E-Verify system

      SUNY Notification

      O

      If IFR on covered contract, was SUNY notified (Yes/No)

      Termination Date

      O

      System generated

    4. Select File > Save.
    5. The employee number is assigned by the system and displayed in the Employee field of the Identification region. Click Address to go to the Address form.
    6. As required, complete the following fields:

      Field Name

      Required (R) or Optional (O)

      Description

      Address

      R

      Street address.

      City

      R

      City of Residence.

      State

      R

      State of Residence.

      Zip

      R

      Zip code.

      Telephone #1

      O

      Telephone number.

      Type

      R

      Address type. Select from the List of Values.

      For example: Permanent

      Primary

      R

      Ensure that this box is checked.

      A primary U.S. address is required for everyone who is being processed through the Research Foundation payroll.

      Effective Dates Region

      R

      Date From is auto generated. Date To indicates the end date of the address.

    7. Select File > Save.
    8. Select File > Close Form to go back to the People form.
    9. If you need to enter a foreign address, click Others > Foreign Address to go to the Address form.
      1. If a U.S. address was entered in step 11, the U.S. address will be displayed first in this form.
      2. Select File > New to enter a foreign address.
      3. Complete the following Personal Address Information form field:

        Field Name

        Required (R) or Optional (O)

        Description

        Style

        R

        Parameters of information by country.

        Choose the country whose style most reflects the foreign address information to include in the Address field from the List of Values.

      4. The Personal Address Information form is displayed. Fields in this form are dependent on which country Style was chosen. Enter the foreign address into the appropriate fields, including Country if necessary, and click OK to go back to the Address form.
    10. The Address field in the Address form displays the information input into the Personal Address Information form. Changing the Country field does not change the country associated with the Style field.
    11. Complete the following field in the Detail region of the Address form.

      Field Name

      Required (R) or Optional (O)

      Description

      Type

      R

      Type of address.

      Primary

      R

      Do NOT check this box.

      When the Primary box is checked in step 11, ensure that this box is NOT checked. A primary U.S. address is required for everyone who is being processed through the Research Foundation payroll.

      Date From/ Date To

      R

      Effective dates of address.

    1. Select File > Save.
    2. Select File > Close Form to go back to the People form.
    3. If you need to enter a campus identification number, click Others > Campus Identification Number to go to the Campus ID form.
      1. Click on the details field to enter a campus ID.
      2. Complete the following fields:

        Field Name

        Required (R) or Optional (O)

        Description

        Campus Location

        R

        Chose campus location number from list of values

        Campus ID

        R

        Open field to enter campus identification number

    4. Close Form to go back to the People form.
    5. Click Special Info to go to the Special Information form.
    6. In the Name region, click the box to the left of the Name field. Select Service Date Information click in the Detail field of the Details region to go to the form. Service date information is not stored elsewhere. Therefore, it is important to maintain accurate hire date information in this form.
    7. Complete the following fields:

      Field Name

      Required (R) or Optional (O)

      Description

      Original Hire Date

      R

      Date employee began working at the Research Foundation.

      Continuous Service Date

      R

      Enter the same date as the Original Hire Date for the new employee.

    8. Click OK to go back to the Special Information form.
    9. Select File > Save.
    10. Enter information about the employee.
      1. DEGREE INFORMATION
        1. If you need to enter degree information, click the area between the scroll bar and the Degree Information field.
        2. Double-click in the Detail field of the Details region to go to the Degree Information form.
        3. Complete the following fields:

          Field Name

          Required (R) or Optional (O)

          Description

          Degree Expected

          R

          Type of degree.

          Expected Date

          R

          Actual or anticipated date of graduation.

        4. Click OK to return to the Special Information form. If you need to enter another special information type, select File > Save and enter that information. If you wish to exit the Special Information form, select File > Save, then File > Close Form to go to the People form. Go to step 28.
    1. EDUCATION INFORMATION
      1. If you need to enter education information, click the area between the scroll bar and the Education field.
      2. Double-click in the Detail field of the Details region to go to the Education form.
      3. Complete the following field:

        Field Name

        Required (R) or Optional (O)

        Description

        Education Level Reached

        R

        Highest level of education completed.

      4. Click OK to return to the Special Information form. If you need to enter another special information type, select File > Save and enter that information. If you wish to exit the Special Information form, select File > Save, then File > Close Form to go to the People form. Go to step 28.
    1. EMPLOYEE ORIENTATION
      1. If you need to enter orientation information, click the area between the scroll bar and the Employee Orientation field.
      2. Double-click in the Detail field of the Details region to go to the Employee Orientation form.
      3. As required, complete the following fields:

        Field Name

        Required (R) or Optional (O)

        Description

        Date Scheduled

        O

        The date the employee is scheduled to attend new employee orientation.

        Date Attended

        O

        Date the employee attended new employee orientation.

        Policy Received

        O

        Did the employee receive related policy documents, if applicable. Yes or No.

      4. Click OK to return to the Special Information form. If you need to enter another special information type, select File > Save and enter that information. If you wish to exit the Special Information form, select File > Save, then File > Close Form to go to the People form. Go to step 28.
    1. LICENSURE AND CERTIFICATION
      1. If you need to enter licensure and certification information, click the area between the scroll bar and the Licensure/Certification field.
      2. Double-click in the Detail field of the Details regions to go to the Licensure/Certification form.
      3. Complete the following fields:

        Field Name

        Required (R) or Optional (O)

        Description

        Type of Cert/License

        R

        Type of license or certificate.

        Number

        R

        Number on the license or certificate.

        Date Issued

        R

        Date of the license or certificate.

        Date Expires

        R

        Expiration date of license or certificate.

        Current?

        R

        Indicates that the license or certificate is current.

        Additional Info

        O

        Any additional information.

      4. Click OK to return to the Special Information form. If you need to enter another special information type, select File > Save and enter that information. If you wish to exit the Special Information form, select File > Save, then File > Close Form to go to the People form. Go to step 28.
    1. NON-CITIZEN VISA AND RESIDENCY
      1. If you need to enter residency information, click the area between the scroll bar and the Non-Citizen Visa and Residency Info field.
      2. Double-click in the Detail field of the Details region to go to the Non-Citizen Visa and Residency Info form.
      3. Complete the following required fields, if applicable to the non-U.S. citizen employee.

        Field Name

        Required (R) or Optional (O)

        Description

        Visa Type

        R

        Visa type.

        Visa Number

        R

        Visa number.

        Res Alien for Tax - meets SPT

        R

        Indicates whether individual meets the requirements Substantial Presence Test and therefore is considered a Resident Alien for tax purposes.

        Y " Yes

        N - No

        J Category Code

        R

        J category code.

        Primary Activity Code

        R

        Primary active code.

        Work Authorization Start Date

        R

        Work authorization start date.

        Country of Residence

        R

        Country of tax residence, not U.S.

        Country of Citizenship

        R

        Country of citizenship.

        Work Authorization Expiration Date

        R

        Date work authorization expires

        Married?

        R

        Indication of marital status.

        Spouse Here?

        R

        Indication of spouse living in the U.S.

        Number of Dependent Residents

        R

        Number of dependent residents.

        Passport Number

        R

        Passport number.

        Date First Entered US

        R

        Date first entered U.S.

        Date First Employee in US

        R

        Date first employed in U.S.

      4. Click OK to return to the Special Information form. If you need to enter another special information type, select File > Save and enter that information. If you wish to exit the Special Information form, select File > Save, then File > Close Form to go to the People form. Go to step 28.
    1. NON-CITIZEN REPORTING INFO
      1. If you need to enter non-citizen information, click the area between the scroll bar and the Non-Citizen Reporting Info field.
      2. Click in the Detail field of the Details region to go to the Non-Citizen Reporting form.
      3. Complete the following required fields, if applicable to the non US citizen employee.

        Note: For foreign sourcing rules, please refer to the How to Determine Foreign Source Funding procedure.

        Field Name

        Required (R) or Optional (O)

        Description

        Calendar Year

        R

        Calendar year.

        Income Code

        R

        Numeric representation of income.

        Select the applicable income code from the List of Values:

        17- Dependent Personal Services

        18- Teaching/Researching

        19- Studying/Training

        Maximum Treaty Ben Amount

        R

        Maximum income tax treaty benefit amount.

        If no limit, leave this field blank. If treaty limit amount, enter amount.

        Treaty Benefits Allowed

        R

        Indicates whether treaty benefits are allowed.

        Select Y or N

        State Honors Treaty

        R

        Indicates whether the treaty is recognized by NYS state. NYS follows federal rules.

        Enter same as the Treaty Benefits Allowed field.

        Date Treaty Benefit Begins

        R

        Start date of treaty benefit.

        The start date is the date you enter exemption status to the tax information form in the system. Proof of exemption forms must be complete, valid, signed and dated.

        Date Treaty Benefit Ends

        R

        The end date is the date the treaty exemption stops.

        For example: For treaties valid for entire calendar year(s), enter 31-DEC-XX, where xx is the current calendar year. For treaties that cover multiple calendar years, the end date will have to be updated each year.

        For other treaties, enter the end date specified for that treaty based on the person™s U.S. arrival date.

        Foreign Source?

        R

        Not applicable for Employees.

        Country of Tax Residence

        R

        Country of tax residence for the individual. Select treaty country assigned by government from the List of Values.

        Tax Rate

        R

        Select 00- No Tax from the List of Values for treaty exemption.

        Exemption Code

        R

        Select 4- Treaty Exempt from the List of Values.

        YTD 1042-S Fed

        With Amount

        "

        Do not enter. This is system generated at year-end.

        YTD 1042-S State

        With Amount

        "

        Do not enter. This is system generated at year-end.

        Recipient Code

        R

        Government assigned code for type of recipient. Enter 01.

        Note: An em dash (") in the table above indicates a field that is automatically populated by the system or that is not needed.

      4. Click OK to return to the Special Information form. If you need to enter another special information type, select File > Save and enter that information. If you wish to exit the Special Information form, select File > Save, then File > Close Form to go to the People form. Go to step 28.
    1. SUNY or PRIOR SERVICE CREDIT
      1. If you need to enter SUNY or prior service credit information, click the area between the scroll bar and the Service Credit Type field.
      2. Double-click in the Detail field of the Details region to go to the Service Credit Type form.
      3. Complete the following required field:

        Field Name

        Required (R) or Optional (O)

        Description

        Service Credit Type

        R

        Type of service credit being claimed by the employee.

        Examples:

        Concurrent SUNY Service

        Prior SUNY Service

        Prior NonSUNY Service

         

      4. Click OK to return to the Special Information form. If you need to enter another special information type, select File > Save and enter that information. If you wish to exit the Special Information form, select File > Save, then File > Close Form to go to the People form. Go to step 26.
    1. Click Assignment to go to the Assignment form.
    2. Complete the following field:

      Field Name

      Required (R) or Optional (O)

      Description

      Organization

      R

      Specific location and specific department at the location to which the person is assigned (i.e., NOT the Operating Location Org).

      For example: 010-Small Business Development Center

       

      This field, which defaults to Research Foundation as the organization, must be changed to reflect the accurate organization for the person record for reporting and querying records. It activates the Choose an Option form.

    1. Click Update in the Choose an Option form to go to the People Group_Flexfield form.
  2. Note: When changing data fields in Oracle, the system may prompt you to “update” the record and keep a history of changes or “correct” the previous entry without keeping a history. Always select to Update a record. However, if you change data on the day it was entered, select OK after the system prompts you.
    1. Complete the following fields in the People Group_Flexfield form:

      Field Name

      Required (R) or Optional (O)

      Description

      Operating Location

      R

      Location where the employee will work.

      Assignment Group

      R

      Employee group. Select from the List of Values:

      Employee Graduate

      Employee Regular

      Employee Summer

      Employee Undergraduate

       

    1. Click OK to go back to the Assignment form.
    2. Complete the following fields.
  3. Note: When changing data fields in Oracle, the system may prompt you to Update the record and keep a history of changes or to Correct the previous entry without keeping a history. Always select to Update a record.

    Field Name

    Required (R) or Optional (O)

    Description

    Job

    R

    Enter employee's job title.

    Grade

    R

    Enter employee's pay grade.

    Payroll

    R

    Select from the List of Values. Biweekly for RF payroll and SUNY for SUNY payroll.

    Location

    O

    Based on the Organization field, where the employee works.

    Status

    R

    The relationship with the Research Foundation (RF). Use the List of Values to select Active Assignment. If the person is a full time SUNY employee who has an extra service appointment with the RF, select SUNY Extra Service.

    Assignment Category

    R

    Enter employee™s status.

    For example:

    Exempt " Regular

    Hourly

    Non-exempt " Regular

    This field is used to determine the PTO (paid time off) accrual List of Values selection in Element Entries.

    1. Select the Salary Inform... tab. Complete the following field:

      Field Name

      Required (R) or Optional (O)

      Description

      Salary Basis

      R

      Employee's pay basis.

      Use the List of Values to select one of the following:

      Hourly 37.5

      Hourly 40

      Salaried Annual

      Salaried Period

       

    1. Select the Supervisor tab. As required, complete the following fields:

      Field Name

      Required (R) or Optional (O)

      Description

      Name

      O

      Select supervisor name form the List of Values.

      Worker Number

      O

      Supervisor's Worker Number is auto generated when Name is selected.

      Assignment Number

      O

      Field not used by the Research Foundation.

    1. Select the Standard Conditions tab. Complete the following field:

      Field Name

      Required (R) or Optional (O)

      Description

      Working Hours

      R

      Scheduled weekly work basis.

      The work basis is the hours basis for an employee™s standard work week. Change this field if the employee™s hours basis is other than 37.50 per week (e.g., change to 40.00).

    1. Select the Statutory tab. Click in the field to display the GREs and Other Data form.
    2. Complete the following fields:

      Field Name

      Required (R) or Optional (O)

      Description

      Government Reporting Entity

      R

      Reporting employment organization.

      Do NOT change the default of The Research Foundation of SUNY.

      Timecard Required

      R

      Determination of whether a timecard needs to be submitted for payment to the employee.

      Enter No if the employee is salaried.

      Enter Yes if the employee is hourly.

    3. Select the Miscellaneous tab. Complete any of the following fields:

      Field Name

      Required (R) or Optional (O)

      Description

      Internal Address

      O

      Not used by the Research Foundation.

      Primary

      R

      Check box - auto generated. Can be change if person has another assignment.

      Reason

      O

      Not used by the Research Foundation.

      Manager

      O

      Not used by the Research Foundation.

    1. Click the [ ] field located in the bottom right of the form to go to the Additional Assignment Details form.
    2. The Additional Assignment Details form, along with the Assignment Group field selected in step 27, determines the person™s benefit eligibility. This window does NOT affect an employee™s compensation. Complete the following fields:

      Field Name

      Required (R) or Optional (O)

      Description

      FTE

      R

      Full-time equivalent; a salaried person™s expected effort on his or her assignment.

      For example: Enter .50 for salaried employees working half time for the Research Foundation.

      Enter 0.00 for hourly employees. For salaried employees, the FTE can be a maximum of 1.00.

      Benefit Hours

      O

      System generated data. Do NOT use this field to enter data.

      Annual Benefit Pay

      O

      System generated data. Do NOT use this field to enter data.

    1. Click OK to go back to the Assignment form.
    2. Select File > Save.
    3. Click Salary to go to the Salary Administration form.
    4. Complete the following fields in the Salary Proposal region:

      Field Name

      Required (R) or Optional (O)

      Description

      Change Date

      R

      Effective date of the salary or wage rate.

      New Value

      R

      Enter the employee's salary or wage rate. Do NOT use commas.

      Reason [Salary Administration]

      R

      Reason for salary proposal. Select from the List of Values.

      For example: New Hire

    5. Select File > Save. The Approved check box is auto generated after you save the Salary form.
    6. A retroactive payment should be made to any salaried employee who was working prior to being set up in the Research Foundation Oracle Business applications and who has not been paid. Retroactive payments to hourly employees are made in the Grants Management (GM) module. Complete one of the following:
      1. If the employee is salaried and a retroactive payment is required, click [ ] to go to the Add'l Salary Admin. Details form.
        1. Complete the following fields:

          Field Name

          Required (R) or Optional (O)

          Description

          Retro Required

          R

          Enter Yes.

          Retro Begin Date

          R

          First day the employee was on the payroll he or she missed.

          Retro End Date

          R

          Date of the last pay period run that the employee missed.

    1. If a retroactive salary is required, do not enter any future salary changes in the Salary Administration form. Retroactive salary calculations require the retroactive process to run overnight. After the process is run, use the process help, “Change Assignment Data,” to enter a future salary for a new employee.
    2. Click OK to go back to the Salary Administration form.
    3. Select File > Save.
    1. If the employee is salaried and a retroactive payment is not required, select File > Save.
    1. Select File > Close Form to go back to the Assignment form.
    2. Click Tax Information to go to the Federal Tax Rules form.
    3. As required, complete the following fields in the Federal Tax Rules region.

      Field Name

      Required (R) or Optional (O)

      Description

      Filing Status (W4 Information)

      R

      Federal filing status. Verify or modify from the employee's IRS Form W-4.

      Allowances (W4 Information)

      R

      The number of exemption allowances the employee claims. Verify or modify from the employee's IRS Form W-4.

      Additional tax (W4 Information)

      O

      The additional tax to be withheld. Verify or modify from the employee's IRS Form W-4.

      FIT (Tax Exemption)

      O

      Check to claim exemption from federal income tax.

      FUTA (Tax Exemption)

      "

      This field is NOT used by the Research Foundation.

      MEDICARE (Tax exemption)

      O

      Check this box to claim exemption from medicare tax. This box must be checked if the SS box is checked.

      SS (Tax Exemption)

      O

      Check this box to claim exemption from social security tax. This box must be checked if the MEDICARE box is checked.

  4. Note: An em dash (") in the table above indicates a field that is automatically populated by the system or that is not needed.
    1. If applicable, click Residency Details at the bottom of the form to go to the Extra Person Information form. This new form is used to capture tax residency status information. It is a required form for anyone with a Nationality field equal to: Permanent Resident or Non Citizen in US on Visa (employees only).
    2. If applicable, complete the Residency Status field by selecting from the List of Values.
    3. If applicable, click OK to go back to the Extra Person Information form.
    4. Complete the appropriate field:

      Field Name

      Required (R) or Optional (O)

      Description

      Extra Person Information

      O

      If Permanent Resident is selected in the Nationality field, enter "R" for Resident Alien.

      If Non Citizen in US on Visa is selected in the Nationality field and person does not meet the Substantial Presence Test (SPT), enter "N" for Nonresident Alien.

      If person meets Substantial Presence Test enter "R" for Resident Alien.

      If person is a citizen of India and in a student assignment status, leave field blank (null).

    1. If applicable, Click OK to go back to the Federal Tax Rules form.
    2. Select File > Save.
    3. Click State Tax to go to the State Tax Rules form.
    4. If the State field doesn't display New York, press the down arrow key to display the State Tax Rules form for New York.
    5. As required, complete the following fields:

      Field Name

      Required (R) or Optional (O)

      Description

      Filing Status (W4 Information)

      R

      State filing status. Verify or modify from the employee's NYS Form IT-2104.

      Allowances (W4 Information)

      R

      The number of exemption allowances the employee claims. Verify or modify from the employee's NYS Form IT-2104.

      Secondary Allowances

      _

      This field is NOT used by the Research Foundation.

      Exemption Amount

      _

      This field is NOT used by the Research Foundation.

      Additional Tax (W4 Information)

      O

      The amount of any additional state tax withholding the employee requests.

      Verify or modify from the employee's NYS Form IT-2104.

      SIT (Tax Exemption)

      O

      Check this box to claim exemption from state income tax. Verify or modify from the employee's NYS Form IT-2104E.

      SDI (Tax Exemption)

      "

      This field is NOT used by the Research Foundation.

      SUI (Tax Exemption)

      R

      Do NOT check this box.

      WC (Tax Exemption)

      "

      This field is NOT used by the Research Foundation.

      Note: An em dash (") in the table above indicates a field that is automatically populated by the system or that is not needed.

    6. Select File > Save.
    7. Select File > Close Form to return to the Assignment form.
    8. Click Others... to go to the Navigation Options form and select Pay Method.
    9. Click OK to go to the Personal Payment Method form.
    10. Complete the following fields:

      Field Name

      Required (R) or Optional (O)

      Description

      Name

      R

      Method of compensation disbursement chosen by the employee. Select from the List of Values.

      For example: Check, Direct Deposit, Third Party

      Type

      O

      This field is system generated based on input to the Name field.

      For example, when Direct Deposit is chosen in the Name field, NACHA will display in the Type field.

      Priority

      R

      The number indicating the priority status of method in the Name field.

      For example: 1

      Balance Amount

      O

      The dollar amount of pay for which the method in the Name field is used.

      The Amount or Percentage field must be used. If the amount entered does not equal the total compensation amount, enter an additional pay method.

      Percentage

      R

      Percentage of pay for which the method in the Name field is used.

      The Percentage or Amount field must be used. If the percentage entered does not equal 100%, enter an additional pay method.

    1. If an additional pay method is needed, put cursor in the Name field and hit the down arrow to open a new form. When finished, select File > Save.
    2. If Check was selected as the personal payment method in the Name field, select File > Save. Go to step 69.
    3. If Direct Deposit was selected as the personal payment method in the Name field, click in the Bank Details field to go to the Bank Detail form. Complete the following fields:

      Field Name

      Required (R) or Optional (O)

      Description

      Account Name

      R

      Name of the account owner.

      Account Type

      R

      Type of account.

      Select from the List of Values:

      Checking Account

      Savings Account

       

      Account Number

      R

      Number of the account.

      Transit Code

      R

      Routing number.

      Bank Name

      R

      Name of the bank.

      Bank Branch

      R

      Location of the bank.

    1. Click OK to go back to the Personal Payment Method form.
    2. Select File > Save.
    3. Select File > Close Form to return to the Assignment form.
    4. Select File > Close Form to return to the People form.
    5. End this process by selecting File > Close Form.