Bursar User Manual

For Bursar users reviewing and actioning payroll bank change requests.

Cover Page

Document Title: Bursar User Manual

Prepared On: 2026-06-08

Audience: For Bursar users reviewing and actioning payroll bank change requests.

Purpose: This manual explains the main tasks for this role in clear language with example screenshots.

Contents

• Introduction
• Main System Areas
• Step-by-Step Instructions
• Help and Support
• Screens Included In This Guide

Introduction

• Sign in using the account provided for your role.
• After signing in, start from the dashboard.
• Use the menu on the left to move between the pages described below.

Main System Areas

• Dashboard
• Bank Change Requests

Step-by-Step Instructions

Review Your Dashboard

Start from the dashboard and use the Payroll menu when bank change requests need attention.

1. Open the dashboard after signing in.
2. Open Payroll, then Bank Change Requests.
3. Return to the dashboard whenever you need to move to another system area.

Monitor Bank Change Requests

Use the Bank Change Requests queue to find payroll banking changes submitted by employees.

1. Open Bank Change Requests.
2. Use the status filters to view submitted, acknowledged, rejected, or all requests.
3. Check the submitted date, employee, employment number, department, new bank, effective date, and status.
4. Select View to open the full request before actioning it.

Acknowledge Or Reject A Request

Use the request detail page to compare previous banking details with the requested new details.

1. Review the employee identity and department information.
2. Compare the previous banking details with the requested banking details.
3. Acknowledge the request after the change has been captured for payroll, adding a payroll reference or note when useful.
4. Reject the request only when it should not be processed, and provide a clear rejection reason.
5. After acknowledgement, the employee payroll banking record is updated from the request.

Help and Support

If a payroll bank change request is unclear or the supporting employee details do not match payroll records, contact HR before acknowledging or rejecting it.

Screens Included In This Guide

• Dashboard
• Bank Change Requests: screenshot should be saved at ../screenshots/bursar/payroll-banking-requests-index.png