Creating Personal Payment Methods

In this demonstration you will create two payment methods for a person.

Steps:

1. Click the Navigator link.

   Step 1

2. Click the Payment Distribution link.

   Step 2

3. Click the Manage Personal Payment Methods link.

   Step 3

4. Search for the person whose payment method you want to create.

   Enter the desired information into the Name field. Enter

    a valid value
    e.g.
    "Doogan"
   .
   Step 4

5. Select the legislative data group of the person.

   Click the Sun Power list item.

   Step 5

6. Enter the date as of which to make the new  payment methods effective for use.

   Enter the desired information into the Effective As-of Date field. Enter

    a valid value
    e.g.
    "1/1/2012"
   .
   Step 6

7. Click the Search button.

   Step 7

8. Click the person name whose payment methods to create.

   Click the Doogan, Cologna link.

   Step 8

9. Create the first payment method for check payments.

   Click the Create button.

   Step 9

10. Select the check method of payment.

    Click the Sun Power Check list item.

    Step 10

11. Enter the desired information into the Percentage field. Enter

     a valid value
     e.g.
     "100"
    .
    Step 11

12. Click the Submit button.

    Step 12

13. You have successfilly created a check payment method for the person.

    Step 13

14. Now create the payment method to electronically transfer a specific amount into the person's bank account.

    Click the Create button.

    Step 14

15. Select the electronic funds transfer method of payment.

    Click the Sun Power NACHA list item.

    Step 15

16. Click the Amount list item.

    Step 16

17. Enter the currency amount that you want to be transferred each payroll period.

    Enter the desired information into the Amount field. Enter

     a valid value
     e.g.
     "200"
    .
    Step 17

18. Add the person's bank account details.

    Click the Create button.

    Step 18

19. The Create Bank Account window displays where you specify the bank, branch, and account to receive payments.

    Step 19

20. Find the person's bank.

    Click the Search... link.

    Step 20

21. Enter the bank name.

    Enter the desired information into the Bank Name field. Enter

     a valid value
     e.g.
     "Wells Fargo"
    .
    Step 21

22. Click the Search button.

    Step 22

23. Select the bank name.

    Click an entry in the Bank Name column.

    Step 23

24. Click the OK button.

    Step 24

25. Find the person's branch.

    Click the Search: Branch link.

    Step 25

26. Click the 1 Market Square, San Mateo, CA list item.

    Step 26

27. Enter the desired information into the Account Number field. Enter

     a valid value
     e.g.
     "1234567"
    .
    Step 27

28. Enter the desired information into the Account Name field. Enter

     a valid value
     e.g.
     "Savings"
    .
    Step 28

29. Click the Save button.

    Step 29

30. Click the Submit button.

    Step 30

31. Click the Done button.

    Step 31

You have successfully created personal payment methods.

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