Correct way to terminate a Direct Deposit for an employee at multiple Districts/LEA’s.

posted Nov 7, 2017, 3:44 PM by Barbara Thiss   [ updated Dec 6, 2017, 4:12 PM by Ruaa Matti ]
It has come to our attention that District’s/LEA’s are improperly deleting Direct Deposit records for employees who terminate at their LEA, but still work at other LEA’s. Do not inactivate any direct deposit records at employee termination, the employee may be actively employed in another district/LEA. Once confirmed they are not active at another district you may follow the below steps:

Below are instructions from the Payroll PR1 guide (PR1 Payroll Guide v5.0.pdf). 

Navigation: Main Menu > Payroll for North America > Employee Pay Data USA > Request Direct Deposits

Search for and select the appropriate employee.

Click the + sign on the Request Direct Deposit page to add a new row.
  • Effective Date: Enter the date of the change. 
  • Status: Should remain as Active. If Inactive is selected, verify the employee does not work in any other districts, as this will stop all direct deposit for all districts. 
Correct: Confirmed employee works only at district they are terminating from. Add a new row with effective date and inactivate record:

Direct Deposit Correct Example

Incorrect: Adding a row and hitting the ‘-‘ sign by the Distribution Information. This corrupts the record:

Direct Deposit Incorrect Example

If you notice this, please have your district contact put in a HEAT Self-Service ticket to have the erroneous row removed.