Staff Banking Details

Banking details help the payroll team keep staff payment information in one place.

Step-by-step guide

1. Go to Users & Staff > People Directory.
2. Find the staff user.
3. Open the user actions menu.
4. Select Banking Details.
5. Enter Bank Name.
6. Enter Account Number.
7. Enter Account Holder Name.
8. Enter IFSC Code.
9. Enter branch name if needed.
10. Select Save or Update.

What SmartAcademy does in the background

The backend validates the banking fields, stores or updates the staff banking record for the selected user, and records the banking update in audit logs.

Tips

• Confirm account number and IFSC code before saving.
• Banking details do not automatically mark payroll as paid; payment still needs to be recorded in payroll.

Related pages

• People directory
• Payroll