Please Note: We have revamped and streamlined our user-facing documentation for Employee Self-Service and created a new, fully interactive Employee Self-Service - User Guide. The article you're viewing now is scheduled to be sunset on 7/1/2024 due to the fact that the content is to be maintained in the new format going forward. Please update your bookmarks accordingly.
Introduction
The purpose of this article is to review and explain the options under Direct Deposit in Employee Self-Service.
Navigation
In order to view or add/change your Direct Deposit information, log into isolved using your Employee Self-Service email address and password. Please ensure that passwords are a minimum of 12 characters, at least one lower-case alpha (a-z), one upper-case alpha (A-Z), one numeric (0-9), and one special character. Spaces are allowed to support the use of easier to remember passphrases. Going forward, your password will not expire. Passwords may also not duplicate any of your previous 10 passwords.
If you key in an incorrect password five times, you will be locked out of the system. You will receive a message after each incorrect attempt indicating the number of tries left. After the fifth incorrect attempt, you will be locked out for 10 minutes. After 10 minutes, please click on the "Forgot Password" link and change your password. If you need access immediately, you may contact your company's administrator to unlock your account.
Navigate to Employee Self Service and click on either:
Direct Deposit
Direct Deposit Updates
Usually, you will only have one option or the other.
Note: If you do not have either option, your employer has opted out of this service. In order to make Direct Deposit changes or additions, you will need to contact your employer directly.
Direct Deposit
If you have the access to Direct Deposit, click on the option to view the information for your direct deposit account(s).
If you have multiple direct deposits, click on the account you want to review to check the details of the direct deposit account in a different format.
The details include:
Status
Account Type
Sequence
Remaining Net
Every Pay
Amount
Percent
Routing Number
Account Number
Description
* Is Corporate Account
Since this is a view only screen, you are unable to make any changes. It is for informational purposes only. Contact your Employer to add or change a direct deposit account.
Direct Deposit Updates
If you have the access to Direct Deposit Updates, click on the option to view, add or change the information your employer has for your direct deposit account(s).
Add New
If you are adding a new Direct Deposit account, click on the Add New icon on the blue action bar.
Add the following information for your new account:
Status: Options include "Active," "Prenote" and "Inactive." Check with your employer to see if you should be using "Active" or "Prenote" for new direct deposit accounts.
Account Type: Options include "Checking," "Savings," "Pay Card (Checking)," and "Pay Card (Savings)."
Sequence: Options are "Remaining Net" or a number to reflect which direct deposit is first.
Example: Net Pay $800
Remaining Net: The $800 Net Pay will be added to the account with this sequence.
1 and Amount of $500 - $500 of the Net Pay will be added to the account with this sequence, and the remainder of $300 will be in a check.
1 and Amount of $500 and a different account indicating Remaining Net - $500 of the Net Pay will be added to the account with sequence "1," and the remaining $300 will be deposited in the account with the sequence "Remaining Net."
Frequency: How often you want funds to go into the account. The default is "Every Pay."
Amount: If using a number sequence, you can enter any dollar amount. If your check is less than the dollar amount indicated, all funds will go to the lowest sequence and up if any funds are remaining.
Percent: If using a number sequence, enter a percent of your Net Pay to be deposited in the account. Do not enter 100%, use Sequence Remaining Net for that option
Routing Number: The nine digit number on the bottom of your check stub. Do not use the number on your deposit ticket.
Account Number: The number after the Routing Number.
Description: This setting is optional.
* Is Corporate Account: If this option is selected, the bank account entered will be considered a corporate account.
Click on the Save icon.
Edit
If you need to edit existing Direct Deposit information, click on the Edit icon from the blue action bar.
Change any of the fields above. The only exception is the Account Number, which will be greyed out. However, there is another field called Update Account Number.
Key the Account Number into this field and click on Save to replace the greyed-out information. This is done to keep the bank account information secure. The account number will be encrypted and stored in a secure database.
Note: If the Direct Deposit information has been used to deposit funds previously, it is best to Add New to enter the new bank information and inactivate the account you no longer wish to use. See instructions for inactivating below. Edit is most often used when an error occurs or the bank corrects the information from a prenote.
Edit – Change Status to Inactive
If you no longer wish to use an existing direct deposit account, click on the Edit icon. Using the drop-down menu, change the Status from "Active" or "Prenote" to "Inactive." Click on the Save icon.
This account will no longer be used for depositing any funds.
Delete
If you wish to delete an account, click on Delete from the blue action bar.
A pop-up box will appear, asking you if you are sure if you want to delete. This is to confirm your decision.
If you click OK, your Direct Deposit information will be deleted.
If you click Cancel, your Direct Deposit information will remain in its current status.
Refresh/Cancel
The Refresh and Cancel icons also appear in the blue action bar:
These options are available if:
Cancel: If you have started to make a change (Edit or Add), and you want to cancel out of it and delete the information entered.
Refresh: This option is used if your view of the screen is not proper. It will refresh your browser.
Approval/Rejection
If your employer wishes to approve or reject your Direct Deposit additions or changes, you may receive an email confirming or denying the change.
Here is an example of an approval email:
Note: Each employer can customize the verbiage in the approval or rejection email.