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How To Delete Direct Deposit On UltiPro?

Direct deposit is a simple and convenient way to get your wages/earnings directly into your bank account. However, there can be times when you need to remove or edit your direct deposit information, for example, if you are transferring banks, updating payment preferences, or correcting a mistake.

UltiPro (now known as UKG) is a popular human capital management (HCM) software that streamlines payroll management for employees and business organizations. This article will lead you through the necessary steps to successfully delete your direct deposit information on UltiPro.

Steps To Successfully Delete Your Direct Deposit Information On UltiPro

Step 1. Log In To UltiPro

  • To log in to UltiPro, you first have to start by accessing your UltiPro account through your organization's portal
  • Add your username and password to log in to the portal
  • If you are having trouble logging in, click ‘Forgot Password’ option or contact your HR department for assistance

Step 2. Navigate To The Direct Deposit Section

  • Once you have logged in, you need to locate the main navigation menu. This can appear as ‘Menu’ or ‘Myself’, depending on your organization’s setup
  • Go to the 'Pay' or 'Direct Deposit' section from the dropdown option
  • This will take you to a page that displays your current direct deposit setup

Step 3. Select The Account To Delete

  • Once you reach the page displaying your current direct deposit info, you will see a list of all active bank accounts linked to your direct deposit
  • You can identify the account you wish to delete. If you’re unsure about the decision, double-check your bank account number and the routing number

Step 4. Delete The Account

  • Click on the account that you want to remove. This action will usually highlight the account and provide you with some additional options
  • Look for a ‘Delete’ or ‘Remove’ button
  • Click the button and confirm your decision when prompted. Some systems can ask for additional verification, such as re-entering your password for added security

Step 5. Save Changes

Once you have deleted the account, make sure that you ‘Save Changes’

Pro tip: If you forgot or skipped this step, the deletion may not take effect, and your direct deposit could still be processed to the old account.

 

Common Issues And Troubleshooting

  • Can’t Locate The Direct Deposit Option: Some users discover that their organization has restricted access to direct deposit settings. In this case, you need to contact your HR or payroll department to request your desired changes
  • Account Deletion Not Saved: You must double-check that your changes have been successfully saved on the portal. You should get a confirmation notification/message regarding your account deletion and check to see if it’s removed from the list
  • Access Issues: If you are not able to log in to UltiPro, you need to try to reset your account passcode by clicking on the 'Forgot Password' option or reach out to your HR department for login assistance

Situations That Call For Deleting Direct Deposit Information

There can be several reasons you might want to delete your direct deposit account details:

  • Switching Banks: If you opened a new account or switched to a different bank, you'll need to remove any outdated information and populate new account details
  • Updating Preferences: You might wish to adjust how your paycheck is divided between multiple accounts
  • Account Closure: If your bank account is hacked, compromised, or closed, you need to update your information immediately
  • Temporary Changes: Some users can decide to temporarily suspend direct deposit due to personal reasons

Remember to keep your HR department informed if you have any problems or need further assistance.

Conclusion: Keeping Your Direct Deposit Details Up To Date

Deleting direct deposit information in UltiPro ensures that your payroll records stay accurate and up to date. Whether you're closing an account, switching banks, or making other financial changes, this step-by-step guide will help you smoothly complete the process.

By managing your direct deposit settings proactively, you can minimize payment delays and keep your finances in order. We would suggest you take a moment to review your setup on a regular basis to verify that it still meets your current needs.