Clarity allows you to pay your employees how you want, whether it's by printing out cheques/checks or by direct deposit. Clarity produces a bank file for you to upload to your bank in order for them to process the payments.
Pre-Requisites
- You know your employees' banking information (provided you with information, or provided you with a void cheque/check)
- Your bank has provided you with the information required to submit a wire transfer file
Setting Up Employees to Receive Direct Deposit
Have each employee give you a voided cheque to enter their banking information.
- Open Clarity.
- Navigate to Employee > Employee General Information.
- Double-click the employee to open their profile.
- Navigate to the "Bank" tab.
- Tick the checkbox for ‘Pay Employee by Direct Deposit’ in the top-left corner.
- Enter the banking information for the employee.
- Click the checkmark button on the top-right corner of the window to save your changes.
- Repeats steps 3 through 7 for each employee to be paid by direct deposit.
Entering Company Banking Information
- Open Clarity.
- Navigate to Configuration > Company > Company's Bank Account Information.
- Click the "+" button at the top-right of the window.
- Enter a "Description".
- Select a "Bank Type" from the list. Note: If you are using a Canadian bank and you do not see an interface for your bank in this list, the CPA Standard 005 is the standard layout for all Canadian banks.
- Enter all the required information. Your bank should be providing you with this information.
- Click the checkmark icon to save your changes.
Creating a Bank File
- Process your payroll as normal; you should have at least one employee who will be paid by direct deposit.
- Navigate to Payroll > Create Bank File.
- Select your Bank from dropdown menu and click "Save".
- Verify the information, especially the bank file sequence number.
- Click "Create".
- Paymate will create a bank file at your specified location. For example, 'C:\Backup\Bank file name' could be "bank.txt" or "<your company name>.txt".
- Transmit the file to the bank, by the bank's specified method.