Intro to Bank Accounts (NZ) - Your Jemini

  • Published on Oct 5, 2023
  • 3 minute(s) read
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Navigation: Your Jemini | Bank Accounts

Note for System Administrators
Open to view permission settings



To give an employee access to their bank account records in Your Jemini:

  1. Go to System | Security profiles.
  2. Open the Employee Security Profile.
  3. In Permissions, scroll down and expand Your Jemini | Employee Details to find Bank Account permissions.
  4. Tick the View, Add, Change and Delete boxes for Bank Account.

NOTE: The delete option is available for Bank Accounts, but not necessary, as employees can't delete these records at this time.

The Bank Accounts bubble in Your Jemini lets you handle the information for the bank account where your employer pays your salary or wages. The record marked as current will be used for your pay deposits.

If you need to change your bank account details, you can add a new record. This can be dated as current or future, and your old record will become historical.

Below are instructions on how to add, edit and delete a bank account record as a New Zealand employee.

How to add a bank account record as a New Zealand employee

  1. Go to Your Jemini | Bank Accounts to open the dated BANK ACCOUNT panel.
  2. Select Add a bank account record. The ADD BANK ACCOUNT panel will open.
  3. The START DATE will be autofilled with the first available start date for your bank account record, which can be changed if needed.
  4. (Optional): Enter the END DATE if required.
  5. Enter your bank ACCOUNT NAME.
  6. Enter your bank account number into the BANK ID, BANK BRANCH, ACCOUNT NUMBER, and ACCOUNT SUFFIX fields.
TIP

You can paste the full account number number into any of the bank account number fields and they'll auto-populate in each section.

  1. (Optional): Complete the Content section by adding ATTACHMENTS or LINKS if required. This could include supporting information, such as a copy of your bank account details.
  2. (Optional): Enter NOTES related to your bank account record if required.
  3. Select the {{glossary.Green Tick Button}} to save and close the ADD BANK ACCOUNT panel. You'll see the new bank account record added to the CURRENT section of the dated BANK ACCOUNT panel.
  4. You may now close the dated BANK ACCOUNT panel.

How to edit a bank account record as a New Zealand employee

  1. Go to Your Jemini | Bank Accounts to open the dated BANK ACCOUNT panel.
  2. Select Update bank account record. The ADD BANK ACCOUNT panel will open.
  3. The START DATE will be autofilled with the first available start date for your bank account record, which can be changed if needed.
  4. (Optional): Enter the END DATE if required.
  5. Enter your bank ACCOUNT NAME.
  6. Enter your bank account number into the BANK ID, BANK BRANCH, ACCOUNT NUMBER, and ACCOUNT SUFFIX fields.
TIP

You can paste the full account number number into any of the bank account number fields and they'll auto-populate in each section.

  1. (Optional): Complete the Content section by adding ATTACHMENTS or LINKS if required. This could include supporting information, such as a copy of your bank account details.
  2. (Optional): Enter NOTES related to your bank account record if required.
  3. Select the {{glossary.Green Tick Button}} to save and close the ADD BANK ACCOUNT panel. You'll see the new bank account record added to the CURRENT section of the dated BANK ACCOUNTS panel (or the FUTURE section if the start date you entered is still in the future). The previous record will move into the HISTORICAL section.
  4. You may now close the dated BANK ACCOUNT panel.

How to delete a bank account record as a New Zealand employee

In Your Jemini, you can't delete bank account records yourself. Please get in touch with your HR manager or system administrator for assistance if you need to delete your bank account record.

TIP

If the bank account record has been used to pay you, you can't delete it, but you can end date it, which will mark it as historical. You'll need to add a new record to replace it.