Evo Navigator is the home screen you see when you log in to Access Evo. Quick Actions are shortcuts on Evo Navigator that each open a short form for a common task, so you don't need to open another part of the system.
You can use the Edit Bank Info quick action to manage the bank account your employer pays your salary into. Every employee can use Edit Bank Info, and you don't need any extra permissions.
Details you can update
Edit Bank Info lets you change these details:
Field | What it holds |
Bank Name | The name of your bank or building society. |
Bank Code | Your sort code or routing number. |
Account Number | Your bank account number. |
Other Account Information | Any other account numbers, such as your International Bank Account Number (IBAN) and Bank Identifier Code (BIC). |
Account Name | The name on the bank account. |
Bank Address | The address of your bank branch. |
Show Edit Bank Info on Evo Navigator
Edit Bank Info appears on Evo Navigator by default. If you can't see it, you can add it again from Quick Actions Preferences:
Click Quick Actions Preferences in the Quick Actions area of Evo Navigator.
Enter Edit Bank Info in the Search bar, or select PeopleHR in the product filter.
Select Edit Bank Info to add it to your Quick Actions.
Update your bank details
You can update your bank details in three steps, and your changes save straight away. Watch the video or follow the steps below:
Click Edit Bank Info in the Quick Actions area.
Enter your new details in the fields you want to change.
Click Save.
Evo Navigator updates your record as soon as you click Save, with no approval needed.