In order for employees to get full access to all Perks, they'll need to connect their paycheck to Exhale. This is a one-time process that requires updating their direct deposit settings in your payroll system, and linking their personal bank account to Exhale.
Depending on your payroll provider and employee preferences, there are several ways this can be done. In most cases, employees can either:
- Automatically link to payroll and update their direct deposit through Exhale
- Request that you update their direct deposit settings for them
- Manually update their direct deposit settings in your payroll system
Read more about each option below.
Automatically link to payroll
This option is the fastest and most secure. In Exhale, the employee will be asked to enter their payroll login credentials and verify their account (usually with a verification code sent by email or text). This will link their payroll account to Exhale so they can automatically update their direct deposit settings.
Request update
When an employee selects this option, Exhale will email you (and any other Exhale HQ Admins) requesting that you update the employee's direct deposit settings in your payroll system. You'll need to go to payroll and update their account and routing numbers to the ones provided by Exhale. Learn more about how to complete a paycheck connection request.
Note: The employee will be responsible for setting the destination bank account for their paycheck in Exhale; you do not need to update this for them.
Manual update
Instead of updating their direct deposit settings in Exhale, this option requires the employee to log in to payroll, go to their direct deposit settings, and update their account and routing numbers to the ones provided by Exhale.
Depending on how your payroll is configured, you may receive a notification from your payroll provider asking you to approve these changes. Exhale will also send you an email asking you to verify that the employee has updated their direct deposit settings correctly. This is an optional but highly recommended step. If you don't verify their direct deposit in Exhale, we won't be able to verify that all settings have been updated correctly by the employee until their first paycheck is routed to Exhale.