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Steps to Amend "Sample Employee" in Bank File

Edit Sample Employee. Employee Profile. Bank File. Payroll.

Nicholas avatar
Written by Nicholas
Updated over 2 years ago

If you have added a new employee profile and processed his/her payroll, you may have seen "Sample Employee" when you export the bank file.

For example:

The reason you are seeing Sample Employee because Bank Account Holder's Name is still saved as Sample Employee.

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How to amend to the correct employee name?

Here are the steps to resolve this issue:

Step 1: Under Profiles > Employee Listing > Employee Profile > Payment Details > Bank Account Holder's Name, you will need to edit this field:

Step 2: Process payroll accordingly. In the event that you have edited the Bank Account Holder's Name field after you have processed payroll initially, you will need to re-process payroll after that.

Step 3: Thereafter, proceed to download the bank file. If you have already downloaded the initial bank file beforehand, do reset the bank file first before downloading a new one.

Once the above steps are completed, the employee's name will displayed accurately in the bank file.

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