How to Set up Direct Deposit for an Employee

To enter the information your Client Advocate will need a Direct Deposit Enrollment Form.

The Direct Deposit Enrollment Form is located in RealStaff.

1. From the RealStaff main menu, click on: Emp/Hrs/PR >> Employee Maintenance

2. Select the Employee by double-clicking on the name or selecting the Employee and clicking on the Change button.

3. From the Employee window, click on the Ded/PayAccts tab.
   1. Click on the button on the Pay Type dropdown.
   2. Select DIRECT DEPOSIT from the Pay Type dropdown.
   3. Click on the Print Enrollment Form button.

4. On the Enrollment Form, the Company’s Name will be located at the top and the form will include the Employee’s name and an Id#.

• The Enrollment Form needs to be filled out by the employee making sure all of the information is correct.
• There are 3 areas available for the employee to enter direct deposit information. The employee may use all 3 if needed.
• The employee will need to send a VOIDED check or a savings deposit slip with the enrollment form.
• If the employee does not have a voided check or deposit slip they may obtain the information from their bank or send a digital screenshot from their bank’s app, etc.

• The employee will send the Enrollment Form and the banking information to the client.
• The client will then send (either by mail or email) the Employee’s enrollment form and the banking information to their Client Advocate.

To print the form, go to File >> Print
To email, the form to the employee go to File >> Send report to Employee
To email, the form to yourself, go to File >> Make PDF >> Email

5. When the Client Advocate receives the forms they will enter the information into RealStaff.
   Once the information is entered it will be visible to the client in the Active Direct Deposit Accounts area.

Complete!