Purpose

This reference guide is intended for the Cash Advance Administrator to confirm bank account setup of the individual requesting a cash advance.

Actions

· Confirm Bank Account Setup for Cash Advance Request

Terminology

· Cash Advance: Issuance of funds to an individual in advance of the expenses being incurred.

Confirm Bank Account Setup for Cash Advance

1. Log into Oracle using the Company Single Sign-On.

2. Select the Navigator icon.

3. Select Payroll from My Client Groups.

4. Select Personal Payment Methods.

5. Search the name of the individual requesting the cash advance.

6. Review bank account setup for individual requesting the cash advance.

7. If the individual does not have bank account info in Oracle, reach out to the individual and provide instructions on how to add banking information via Employee Self-Service.

 

You have now completed the process of Confirming Bank Account Setup for Cash Advance.