Banks
The company associates with certain banks for payments or any other relevant requirements. The information of the banks the organization is associated with is used where applicable on PeopleWorks. As an administrator, you can add details of all the banks that the organization deals with.
In case, the organization refers to banks by a different name, you can include the name as an alias and the alias name is used for display wherever applicable on PeopleWorks.
To manage bank details:
On the PW Admin menu, under Nurture and Manage, click Banks.
The Banks page appears.
The bank details displayed are:
Bank details
Field |
Description |
Name |
Displays the name of the bank |
Branch |
Displays the branch of the bank chosen. As a bank may have multiple branches in a city, it is required for identification purpose. This appears in bank advice reports |
City |
Displays the city of the concerned bank and branch. The employee is mapped to the concerned city |
IFSC Code |
Displays the banks IFSC code, required for a particular banks’ branch identification. This appears in bank reports |
Description |
Displays any reasoning or information pertaining to the bank, only for reference |
Active |
Displays whether the bank is active - Yes or No If active, the bank is available for the users to select wherever applicable on PeopleWorks, else it is not available |
If you want to add details of a new bank, click Add, enter the required details and Save.
If you want to edit details of an existing bank, select the check box corresponding to the bank, click Edit, make the required changes and Save.
If you want to delete details of an existing bank, select the check box corresponding to the bank. Click Delete and confirm.
If you want to use a different name for banks on PeopleWorks, in the Alias text box, enter the alias name for banks and click Update.
Note: Ensure
that you do not delete records that are mapped to any employee records
or any other data on PeopleWorks.
Note: Fields marked with * are mandatory and cannot be left
blank, system will not allow the user to save the page if any of the mandatory
fields are not entered.
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