Payee Payment Details
Configuring how a payee gets paid — direct deposit or paper check
Every payee's payment method lives in one place: a standalone Payment card, showing how the payee is currently paid with an Edit payment method button to change it — there's no separate "Payment Details" tab or step. Where that card actually appears depends on where the payee is in their lifecycle:
- Payee still being set up (not yet approved/onboarded): the Payment card renders at the end of the editable form — after Deductions, the Startwork module, and the "Complete onboarding" fork — but it's locked: instead of the editable summary, it shows an empty state explaining that payment is collected in the finish-setup flow, with a link to
/payees/[code]/setup. Bank or check details entered there (via the same double-entry-and-checksum editor described below) are what populate this card once setup is done. - Payee approved/onboarded (the common case): opening the payee's record no longer opens the editable form at all — it opens a read-only record view. The Payment card appears there, unlocked, right after a "Payment direction" card (which summarizes whether this payee is represented and, if so, whether they're paid directly or through their representative — see Representatives & Payment Direction) and just before Payment history. An Edit link at the top of that read-only view takes you into the same editable form as above (via
?edit=1); the Payment card renders there too, in the same locked-vs-unlocked position, and is unlocked for an already-approved payee reached this way.
Representatives moved — Payment didn't move to where you'd expect
Earlier versions of the payee detail page put Representatives right before Payment, at the end of the scroll. Representatives (now called Representation) has since moved to right after Basics, near the top of the form — but Payment stayed near the end, so the two are no longer adjacent. Payment's position relative to Deductions and the onboarding fork is what's stayed constant.
Payment methods
Greenroom supports exactly two payment methods:
| Method | Description |
|---|---|
| Direct deposit | Paid straight to the payee's bank account. |
| Paper check | Mailed to the payee's address on file. |
There's no separate wire transfer or ACH option — direct deposit is the ACH transfer. A payee with no payment method on file yet defaults to paper check, which is a normal, valid state — Greenroom never blocks a payee from being payroll-ready just because a bank account hasn't been entered.
Setting up direct deposit
Selecting Edit payment method and choosing Direct deposit asks for:
| Field | Notes |
|---|---|
| Bank name | |
| Account type | Checking or Savings |
| Routing number | 9 digits |
| Confirm routing number | Re-typed, not pasted — catches a mistyped digit that a copy-paste would hide |
| Account number | 4–17 digits |
| Confirm account number | Re-typed, not pasted, same as routing |
Both confirm fields block pasting on purpose, so a wrong number can't be pasted into both the entry and the confirmation and still "match." The routing number is checked against the standard ABA checksum, not just its digit count — a routing number that's the right length but fails the checksum is rejected with an explanation rather than silently accepted.
There's no "account holder name" field. Greenroom collects the bank name, account type, and routing/account numbers only.
Once saved, routing and account numbers are encrypted at rest — the Payment card only ever shows the last four digits, with an audited reveal action if you need to confirm the full number (it re-hides itself automatically after 20 seconds). Replacing an on-file number is explicit: the card shows what's on file and offers Replace, rather than making you re-enter numbers that are already saved correctly.
Greenroom doesn't support splitting one payee's pay across multiple bank accounts — one payment method applies to the whole payment.
Payment frequency isn't a payee setting
How often payroll runs — weekly, biweekly, semimonthly, or monthly — is configured once for the whole company in Settings, not per payee. If you're looking for a payee-level pay-frequency control, there isn't one; every payee on a given run is paid on the same cadence.
Updating payment information
Click Edit payment method on the Payment card, make your change, and save — the same double-entry-and-checksum validation above applies whether you're setting up a payee for the first time or replacing existing bank details.
Payment edits are never blocked by review status — a manager can fix a bank-detail typo on an already-approved payee immediately, without needing to reopen or re-approve anything. Saving a change also recalculates any of that payee's payroll entries sitting in an open (not yet processed) run, so a bank swap can't leave a stale payment method behind on a run that hasn't gone out yet.
Replacing an approved payee's bank numbers isn't silent
If you replace the routing or account number on a payee who's already been approved, Greenroom emails the payee a notice that their bank details changed — a standard anti-fraud measure, not a request for permission. The save itself isn't blocked or delayed by this; it's a notification, not a gate.
Security
Bank numbers are encrypted at rest and in transit, masked to their last four digits everywhere they're displayed, and every payment save is written to the audit log. There's no separate manager-approval gate for a payment change beyond the normal access a user already has to the payee's record — the safeguard against a fraudulent change is the post-save notice above, not a pre-save confirmation step.
Troubleshooting
| Issue | What's happening |
|---|---|
| "Routing numbers are 9 digits." | The routing number entered isn't exactly 9 digits. |
| "That routing number doesn't pass the bank checksum — double-check it." | The number is 9 digits but fails the standard ABA checksum — it's very likely mistyped. |
| "The routing numbers don't match — re-enter them." | The confirm-routing field doesn't match what was typed in the routing field. |
| "Account numbers are 4-17 digits." | The account number entered is shorter or longer than the accepted range. |
| "The account numbers don't match — re-enter them." | The confirm-account field doesn't match the account field. |
Next Steps
See Child Trust Payments if this payee is a minor with a trust allocation, continue with Tax Information to configure tax settings, or see Role & Pay to manage pay rates and union settings.