Exact Synergy Enterprise

Overview of bank accounts for employees

Menu path

HRM à Reports à People à Search

Introduction

On this page, you can view a list of bank accounts belonging to the selected employee, as well as create bank accounts for the employee.

Roles & rights

• To view the bank accounts of employees, function right 145 — View Resource card or function right 147 — Maintain resource card is required. Users with the HR and HR assistant roles have these function rights.
• If you are a manager, you do not require function rights to view the bank accounts of your subordinates.

Notes:

• For more details on function rights, go to System à Setup à Security à Function rights.
• For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 248.

How do I view the bank accounts of employees?

1. On the HRM: Search – People page, define the search criteria.

2. Click Show.

3. Select an employee in the Name column.

4. Click Bank accounts under the Monitor section.

Related documents

• Creating and modifying bank accounts
• Exact video library
• Viewing personal cards