To add the Pay Selection action to your checklist:
Navigate to the top right corner of the screen.
Navigate to Settings in the bottom left corner of your dashboard.
Under Checklists, select your Onboarding Checklists.
When creating or editing a checklist template, click on Onboarding Actions and select Pay Selection.
Once added, the employee will have the option to choose between Direct Deposit and Virtual Banking Account with Pay Card Option when completing their onboarding.
Direct Deposit allows the employee to have their pay directly deposited into their bank account.
Virtual Banking Account with Pay Card is a great option for employees who do not have a bank account or prefer not to use direct deposit. Virtual Banking Account with Pay Card Option offers an employee benefit where payroll can be received via pay card or live check.
Direct Deposit:
Virtual Banking Account with Pay Card Option:
If the employee chooses the Virtual Banking Account with Pay Card Option, the recruiter will be able to view this selection in Crelate. The recruiter will then need to provide the Virtual Banking Account with Pay Card account number and routing number before completing the item in the checklist. This ensures that the necessary information is collected to set up the employees' pay method correctly.
What's Next?