Simplified direct deposit management in UAOnline
June 21, 2024
Great news! UAOnline users can now view and manage their payroll direct deposit information in UAOnline, along with their direct deposit details for reimbursements, financial aid, or refunds.
How is this an improvement? Previously, if an ÐÓ°ÉÔ°æ or student wanted to make changes or set up Direct Deposit, there were separate processes for payroll and payments (financial aid, student refunds, travel reimbursement, etc.), and someone else had to make the edits on their behalf.
- The separate Direct Deposit form for payroll is going away, and now users can manage their own account information in UAOnline.
- Both types of payments, payroll and reimbursements, can be managed on the same page.
Already set-up Direct Deposit? No action is necessary unless you want to change your direct deposit information now or in the future.
How does it work? There are two ways that ÐÓ°ÉÔ°æs can reach their direct deposit information, from the "My Profile" or the "Employee" pages.
- The Direct Deposit Allocation screen contains the most recent payroll distribution at the top, with the proposed or future distribution below it. Changes to the distribution amounts, locations and accounts can be managed in the "proposed" section.
- When a new account is entered a disclaimer will pop up that needs to be read and checked. Click on Save Changes to finalize the changes.
- If you are changing the type of account or the amount, the disclaimer is at the bottom. You must check it and save changes for it to take effect.
- If you navigate away from the page after making changes, and do not hit the save button, the changes you made will not save and your direct deposit will revert back to it’s last save point
- If you want to change to a new account, first delete the existing record, then click on "Add New" to set up a new bank account.
- Changes can be made to the direct deposit location for reimbursements, financial aid or refunds in the lower section.
- Again you'll have to read and check the disclaimer and save the changes.
Can you show me how? Yes, a video demonstrating how to manage direct deposit information is posted to the on the UAOnline Upgrade site.
Where do I get more information? The contains resources to guide community members through the changes. The website will be updated as additional upgrades are made in UAOnline.