Bank Accounts | Configuration options

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

To rename these custom fields:

  1. Go to Setup and in Quick Find enter Override.

  2. On the Override page select the:

    • Package hosting the object

    • Language

    • Setup Component = Custom Field

    • Object

    • Aspect = Field Label

  3. Enter new values in the Field Label Override column

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)

 

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)

 

Record types

None.

Action events

None.