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When the candidate selects a payment method other than Direct Deposit, all fields related to bank information will be hidden. This is hardcoded logic that cannot be updated. If you want to set custom conditions based on bank information, then utilize Custom Sections option instead.
The Payroll Information section of a form allows you to gather the candidate’s banking information, which can be sent to the your payroll provider.
Use cases
- Teams who want to collect a candidate’s payroll information so that they can be sent through an integration and set up in the your payroll systems.
Configuration
Your payroll provider can be added on the backend from the Forms & Offers section of Client Setup. Click here for more information. Available payroll providers include the following:
- ADP WorkforceNow
Payroll Information section
When Payroll Information is selected on a form, the default tasks included inside the section are as follows:
- Payment method
- Bank name
- Routing number
- Accounting number
- Bank account type
Each of these tasks is mapped to a destination field by default.
When the candidate selects a payment method other than Direct Deposit, all fields related to bank information will be hidden. This is hardcoded logic that cannot be updated. If you want to set custom conditions based on bank information, then utilize Custom Sections option instead.
Note on the Payment Method in Multiple Languages: The payment method in multiple languages is determined based on the order of the Direct Deposit option in the English version. For example, in English, if there are two options — Paycard and Direct Deposit — and Direct Deposit is the second option, then in the French version, the second option will also default to Direct Deposit.
Add the Payroll Information section
You can add the Payroll Information section to a form by following the steps below.
- Select All Apps in the top left corner of the header and then Settings from its drop-down menu.
- When the Settings page opens, select Forms under the Jobs section.
- Open the preferred form or create a new form.
- Click Add Section.
- Select the Payroll Information section.
- All default fields will display. Certain information is marked as sensitive or hidden from hiring managers. Update these settings, as preferred.
- Click Save.
- Publish the form.