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Change financial details


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Use EdPay to change the existing financial details for an employee
  • Main bank account
  • Tax code
  • KiwiSaver

Step 1 Go to the My Employees screen

My Employees drop down box, Employees Dashboard
Step 2 Click on the employee's name in the Financial details tab




Step 3 Click on the pencil symbol to edit the section you want to change (eg bank account)

Step 4 Update with the new information



Step 5 Click SAVE

Step 6 Check the new details have saved correctly. Retain a copy for the change instructions for audit purposes.