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1. Navigate to Payroll > Payroll Employees >  Employee List. 
2. Click on the three (3) dots next to the employee’s name to see their detailed information.
   
3. At the top of the employee’s profile, you will see “Payment Method". Select “Direct Deposit” from the dropdown list.
   
4. Scroll down to the bottom of the page. Click on the “Bank Account” tab.
5. Select the “Percentage” button and click on “+ New” button.
6. Enter the employee’s banking information.
   • “Order”: The number entered into this field will be the order of the employee’s bank account(s). Enter “1” for the employee’s main bank account. If the employee has a secondary bank account, enter “2”. 
   • “Institution”: Select the employee’s banking institution from the dropdown list. Harmony provides the major Canadian banking institutions out of the box, including CIBC, TD, RBC, Scotiabank, and BMO. If your employee’s banking institution is not in this list, you will need to create one. Refer to the next section, Setting Up a Company Bank Account, for more information.
   • “Transit Number”: This is your employee’s bank transit number. Your employee will provide this to you.
   • “Account Type”: This is the type of bank account that your employee holds, such as Checking/Chequing, Credit, or Savings.
   • “Account Number”: Your employee’s bank account number. Your employee will provide this to you.
   • “Percentage”: You can split the employee’s payments across several bank accounts. If your employee only has one bank account, enter “100”, meaning 100% of the employee’s pay will be deposited into this bank account. If the employee would like to split their payments among several accounts, enter the appropriate percentage for each bank account (e.g. account #1 = 80% and account #2 = 20%; therefore 80% of the employee’s pay will be deposited into account #1 and 20% will be deposited into account #2).
     Note: Ensure that the percentages across all bank accounts sum up to 100%. 
7. Repeat steps 2 through 6 for each employee who is paid via direct deposit. 

Setup a Bank Account if missing from the list

1. Go to Payroll > Admin Settings > Bank Accounts > click "+NEW" > toggle "Active Bank" > enter the bank code and Bank name > save
2. Update employee profile as required : Payroll > Payroll Employees > Employee List > locate the employee and click "..." to expand > Payment method = Direct deposit > Go to Bank Account Tab > click "+NEW" > select, enter information > save.

Setting Up a Company Bank Account

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