How to use the Multi Bank Account Step in a Process Template

When creating an information request, onboarding process or offboarding process the Multi Bank Account Step allows a user to submit up to five bank accounts for wages to be supplied and split to allow for better management of wages based on a defined value. This includes formatting for Australian and New Zealand bank accounts. Australian bank accounts will confirm if the provided BSB is valid.


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For the information on how to add/edit steps in the process templates, please visit the How to create & edit a process template knowledge article.  

Please make sure you selected Content type = Multi Bank Detail when you set up process step.



An example of what the Multi Bank Account step can look like to employees is below.  


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