Configure page options
None.
Policy options
| Option | Description |
|---|---|
| Bank Accounts is Active |
Checkbox. If checked, the Bank Accounts process is active and can be enabled for WX users. |
When adding or editing a bank account type:
| Option | Description |
|---|---|
| Country | Mandatory. The country hosting the bank account type. Enter the first two characters of the country name or country ISO code to display a list. Select the country from the list. |
| Account Type Code | Text, up to 50 characters. A code used by your organization, typically by payroll, to represent the account type. |
| Account Type Name | Text up to 150 characters. A meaningful name for the account type. Account Type Name is displayed in the HR Manager Portal and in WX to enable selection of an account type for each account, so enter an easily recognized name such as Checking, Savings, Interest Checking, or Deposit. |
Field sets
None.
Picklist values
None.
Object fields
| Bank Account Type object (HCM) | |
|---|---|
|
Default Field Label |
Field Type |
|
Account Type Code |
Text (50) |
| Account Type Name | Text (150) |
| Country Code | Text (3) |
| Policy | Master-Detail (Policy) |
| Use Setup > Platform Tools > User Interface > Translation Workbench > Override, or in Salesforce Classic interface, Setup > Administration Setup > Translation Workbench > Override to rename these custom fields | |
| Bank Detail object (HCM) | |
|---|---|
|
Default Field Label |
Field Type |
|
Account Holder |
Text (128) |
| Account Number | Text (128) |
| Account Type | Text (150) |
| Account Type Code | Text (50) |
| Active | Checkbox |
| Allocation Method | Text (50) |
| Allocation Method | Formula (Text) |
| Bank Code | Text (128) |
| Bank Name | Text (255) |
| Country Code | Text (3) |
| Employment | Master-Detail (Employment) |
| IBAN | Text (128) |
| Priority | Number (3,0) |
| Value | Number (16,2) |
| Use Setup > Platform Tools > User Interface > Translation Workbench > Override, or in Salesforce Classic interface, Setup > Administration Setup > Translation Workbench > Override to rename these custom fields | |
Record types
None.
Action events
None.