Introduction/Purpose:

The Employee Bank Account module is an essential component of the Human Resource Management System (HRMS). It serves as a centralised system for managing and maintaining employee bank account information within an organisation.The purpose of the Employee Bank Account module is to facilitate the smooth and secure handling of employee salary payments and related financial transactions.

Purpose:

• To maintain an organized record of all certifications required for employees, ensuring compliance and qualifications for specific roles.
• To help manage certification renewals and expirations, ensuring employees remain compliant with industry standards and regulations.

How To Navigate:

To access Employee Bank Account Report in the HRMS system, follow these steps:

• Click on the Menu Icon: Begin by clicking on the main menu icon, which is usually located at the top right corner of the screen. This will open the navigation panel that contains various sections of the HRMS system.
• Click on Report: In the navigation panel, find the Report section, which is typically located on the left side of the menu. Clicking on this section will expand the available options under Report.
• Find the Employee Report Section: Once the Report section is open, locate the Employee Report subsection. This section contains various transaction-related options, including employee related reports.
• Click on Employee Bank Account: Finally, under the Employee Setup section, click on the Employee Bank  Account link. This will take you to the Employee Bank Account listing page, where you can view, and manage Employee Bank Account records.

Listing: 

The Employee Bank Account Report Listing Page provides a detailed view of the bank account information for employees, ensuring that all relevant banking details are easily accessible. Below are the fields displayed on the page:

• Employee Name: Displays the name of the employee associated with the bank account for easy identification.
• Employee Code: Shows the unique employee code, facilitating quick reference and tracking.
• Bank Code: Indicates the unique code for the employee’s bank, allowing for easy identification of the financial institution.
• Account Number: Displays the employee’s bank account number, ensuring clarity in the account management process.
• Branch: Shows the branch of the bank where the employee holds the account, providing full details of the banking relationship.
• Verified: Indicates whether the bank account details have been verified, providing assurance on the accuracy and validity of the account information.
• Account Type: Displays the type of bank account (e.g., Savings, Current) to provide more context about the employee’s banking details.

In addition to viewing employee bank account information, the Employee Bank Account Report Page offers the following functionalities to enhance data management and reporting:

• Record Filter: The Record Filter option allows users to filter the list of records based on the visible columns, making it easier to locate specific employee data.
• Filter: The Filter feature helps users refine the displayed data by applying specific criteria (e.g., filter by bank, account type, or status), enabling efficient navigation and quick access to relevant information.
• Action: Under the Action option, users can perform the following activities:
  • Refresh: Reloads the report to ensure the most up-to-date data is displayed.
  • Export: Allows users to export the report data into a spreadsheet or another file format for further analysis or reporting.
  • Send Mail: Provides the ability to send the bank account report to a specified email address for communication or documentation purposes.