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Definition of Jira roadmapWeb development, programming languages, Software testing & others
What is Jira roadmap?Now let’s see some important key concepts in the roadmap as follows.
Epics: Epics means large projects that we divide into small parts that we call modules into individual tasks. This task is also called child issue to the specific epics.
Child Issues: Normally, child issues we can create by using a roadmap in nested structure within the epic. The roadmap has common issues like stories, bugs, and tasks.
View setting and Filter: Jira roadmap has, by default, a feature that is a filter that makes it easy to manage the view of the work details as per our requirement.
Dependencies: Dependency on the board is basic for groups. At the point when conditions are pictured and all-around planned, a group can adjust and anticipate elective ways. In Jira Software, you can, without much of a stretch, show the connection between sagas by planning conditions straightforwardly from the guide.
How to Set up Jira roadmap?Now let’s see how we can set up the Jira roadmap.
The Jira guide is a vital apparatus for lithe groups and should outline what the group is chipping away at and why. Guides in Jira empower you to interface assignments to your more extensive item technique and to arrange errands and needs founded on client input – the two of which are vital for the coordinated system.
This implies that the group can rapidly access the entirety of this data. Simultaneously, the item proprietor can undoubtedly represent and legitimize course adjustments.
We can pick required epics to show on the roadmap utilizing the view settings, choosing between All, Complete, or Incomplete. Legends that are checked incomplete will generally be accessible to see on the guide. We can decide to remember the conditions and progress for the guide by choosing the suitable box in the view settings board. You can use channels to show issues and stories in explicit status classes or for explicit issue types.
We can share our roadmap: We can share several options with stockholders as per their requirements, such as who will see the plan. We can make read-only links and HTML pages, and we can also import the images, etc., as shown in the following screenshot as follows.
How to Use the crate roadmap?Now let’s see how we can use the following roadmap as follows.
After enabling the roadmap feature first, we need to create epics, as shown in the following screenshot.
After that, we can also create the child issues inside the specific epics as per our requirement, as shown in the following screenshot.
In the roadmap, we can set the start and due date as per planning, as shown in the following screenshot.
Jira roadmap WorkA roadmap assists spry groups with characterizing their huge lumps of work and when to finish them by. Speaking with the group, clients, and other venture partners is an ancient rarity. With guides, spry colleagues have a feeling of their excursion for the following 3-6 or even a year. By understanding this excursion, groups can more readily get their item’s development. Let’s assume we are product owners so we can define the roadmap as follows.
1. Need to define the goals of the company.
2. Need to show suite and agile that consists of customer requirements.
Finally, we can say that the roadmap provides a better chance to remind workers of the different pictures.
Jira roadmap TypesNow let’s see different types of a roadmap as follows.
Development group: Can be made in various ways, contingent upon how the group becomes accustomed to functioning. They’re generally coordinated by runs that show explicit assignments and issues plotted during events.
Outreach group: Contains more capacities to speak with clients.
Executives: Simple to screen data coordinated by months or quarters and contains less insight concerning improvement cycles and errands.
Outside clients guide: The primary objective is to show the clients what will be next with the item.
ConclusionWith the help of the above article, we try to learn about the JIRA roadmap. From this article, we learn basic things about the JIRA roadmap, the integration of the JIRA roadmap, and how we use it in the JIRA roadmap.
Recommended ArticlesWe hope that this EDUCBA information on “Jira roadmap” was beneficial to you. You can view EDUCBA’s recommended articles for more information.
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How To Set Up Amazon Alexa
Amazon Alexa gives your voice a few superpowers. It was the first digital assistant in the market until the battle of the smart assistants started with the arrival of Google Home. Now it can be found in hundreds of small devices from tiny speakers that play music to automated smart homes.
Let’s learn how to set up the Amazon Alexa app with Alexa-enabled equipment.
Table of Contents
Install The Alexa App On Your PhoneAmazon Alexa is a cloud service, but you must download the free Alexa app if you want to pair it with any device.
You can download the app on any smartphone that runs Android or iOS. You can also use the Alexa app on the Fire OS, of course.
The installation is straightforward:
Even though Windows has Cortana, you can use Alexa to shop on Amazon with your voice. Alexa is available as a free download from the Microsoft Store. Though, using Alexa might not be that useful as Cortana is the assistant of choice for Windows devices.
Smart speakers like the Amazon Echo and Echo Dot are one of the most common Alexa-enabled devices you will see around. In fact, there are eight types of Echo devices. The Alexa setup is similar for all. Let’s look at how to set up Amazon Alexa with an Echo Dot to show how easy it is.
Connect The Echo To a Power Outlet
The Echo uses AC mains for power. Connect the Echo Dot to the nearest power outlet with the supplied power adapter.
The light ring around the speaker will light up with blue and a shade of turquoise. In an instant, the light will turn orange and a nice soft voice will greet you with:
“Hello, your device is ready for set up. Just download the Alexa app and follow the instructions.”
The Echo dot will stay a shade of orange to signal the setup mode. It will stay in this color till the configuration is complete.
Connect The Echo To The Wi-Fi Network
Sign into your Alexa app with your Amazon credentials and give the app all the permissions it needs.
Note: The setup screens can differ slightly from the versions of the device you own. For instance, the Echo Second Generation and the Third Generation. But the differences are minor.
Select the type of device from the Setup Screen. In this example, it is an Amazon Echo Dot. Amazon has a range of Echo devices, so make sure to tap on the one you own.
Alexa checks if your device is on and displaying the orange light. Hit Yes to continue with the next steps that involve choosing your preferred language and turning on your phone’s Bluetooth.
The app connects to the smart device via Bluetooth. It can take a bit of time so keep them within 10 feet of each other.
Once connected, Alexa will prompt you again to switch over the Echo to your main Wi-Fi network. Select your network from the Wi-Fi networks list. Enter your Wi-Fi password and Echo is now linked to your own Wi-Fi.
Note: This special network is temporary. Amazon creates it to make the device the access point and exchange setup info with the Alexa app. The access point disappears as soon as setup is complete, and then the orange light turns off.
Change The Wake WordAlexa lights up ready to hear your commands when you use the default wake-up word, “Alexa.”
You can change the wake word to something else. This might be necessary if there’s someone else in the house with the same name. Just ask the Echo, “Alexa, change the wake word.”
It tells you to go to Devices and select your specific device. Go to Device Settings and scroll down to Wake Word. Tap on it and choose a wake word from these limited options: Alexa, Amazon, Echo, and Computer. You still cannot give it any name of your choosing.
Enable Alexa SkillsAlexa Skills are like tiny automated bots that do your bidding when you speak to the device. There are thousands of Alexa Skills you can choose from.
Explore them on the Alexa Skills page on Amazon and also discover them on the Alexa app. You can enable them from either source.
Here’s how you can enable the skills from the app.
On the Amazon Alexa app, you see a short list of three most popular Recommended Skills. The screen also suggests a few more skills you can try.
The Discover tab is just what it says and is useful to find Editor picks and hidden gems.
Once you have enabled a few Alexa Skills, you can find them all listed under Your Skills.
You can also just say “Alexa, open [skill name]”. If you want to know more about a skill, you can say, “[skill name] help”.
You can connect the default Amazon skills like “Pay With Alexa” or “Amazon Prime Music”. Do note that some skills may need a subscription and a log-in with the Skill provider. For instance, Spotify.
Once you get comfortable with single purpose Alexa skills, look into creating more powerful Alexa routines. Alexa Routines allow you to control multiple devices with a single command.
Work On Your Alexa SkillsAlexa understands conversational English (and other languages too). A smart speaker can do a lot more than play streaming music. Pick the right commands and you can automate some of your everyday tasks.
If you have an Echo speaker, practice these Amazon Echo Skills and see if they help to save a few minutes.
How To Set Up And Use Twitter Lists
Twitter is a great place to share your opinions, speak to others, and build up a social media profile to support your friends and follow your interests. It can be tough, however, to keep track of the accounts you’re following. This is especially true if you have a large number of followers and you’re missing Twitter notifications during the day.
One way to keep track of certain Twitter accounts, and curate a special Twitter feed of posts and images from those accounts, is to use Twitter lists. You can create grouped lists of Twitter accounts using lists, but they do have some problems. If you want to know how to set up and use Twitter lists, here’s what you’ll need to do.
Table of Contents
What Are Twitter Lists?To help you curate custom Twitter feeds, you can create Twitter lists based on your interests or topics. These collect tweets from certain Twitter accounts and present them in easy-to-access lists for you to view.
For example, if you wanted to see technology news from various journalists, you could create a list showing this.
You can follow existing Twitter lists (created by others) to view these collected tweets. Or, if you’d prefer, you can create your own. It isn’t an entirely private matter, however. If you add users to a list, they’ll be informed and can remove themselves. The same applies if you’re added to a list by somebody else, too.
The more Twitter accounts you follow, the harder it is to keep track of the different topics and tweets you’ll see. However, Twitter lists allow you to deal with this problem. So, if you’re struggling to see tweets from the right accounts, you can follow or create a Twitter list instead.
How to Find and Follow a Twitter ListIf you’re looking to find and follow existing Twitter lists, you can do so via the Twitter website or the mobile Twitter app for Android, iPhone, and iPad users. You can only find lists that are “recommended” to you by Twitter’s algorithm using the discover new lists feature.
This feature is generated based on your interests, your current followers, and other data that Twitter collects (such as likes). If you don’t like any of your recommended lists, you can follow lists shared directly by other list creators.
On PC or Mac
To see your recommended lists, open the Twitter website and sign in, then select Lists from the menu on the left.
In the Lists menu, you’ll see a list of your current lists and recommended lists. To join a list in the Discover new lists section, select the Follow button next to it.
If you have a direct link to a Twitter list (e.g., a list owner has shared it with you), open the list page on Twitter and select Follow at the top of the page.
On Mobile Devices
To view and join recommended Twitter lists on Android, iPhone, or iPad devices, open the app and select the menu icon in the top left corner.
From the menu, select the Lists option.
In the Lists menu, select the Follow button next to one of the suggested lists in the Discover new lists section to follow it. You can also select Show more to view a wider list.
If you’re viewing a Twitter list that’s been shared with you (or a list you’ve opened directly from your recommendations), you can follow it by selecting the Follow button at the top of the list.
How to Create a Twitter List and Add UsersTwitter list recommendations will vary. And since it isn’t possible to search for lists manually, they may prove to be unsatisfactory. If you’d prefer to create your own, you can, but only if it doesn’t breach Twitter’s terms of service in any way.
On PC or Mac
To create a new Twitter list on a PC or Mac, open the Twitter website and sign in, then select Lists from the menu on the left.
In the Lists menu, select the New List button in the top-right.
In the Create a new List menu, type a name and description in the boxes provided. Select the Make Private checkbox if you want your list to be private (meaning only you can see it).
If you want to upload a banner photo for your list, select the Add Photo button in the middle.
Select Next to proceed.
Next, search for members you wish to add to your list using the suggested recommendations or the search bar. Select Add next to any Twitter users you wish to add to your list. Their tweets will appear in your curated Twitter list feed.
When finished, select Done to create and view your new list.
Once you’ve created your list, you can view it by selecting Lists. Your created lists will appear in the Your Lists section.
Edit your list name, description, or banner image using the boxes provided and select Done to save your choice.
Otherwise, select Manage Members to add or remove members or select Delete List to delete the list entirely.
On Mobile Devices
To create a Twitter list on Android, iPhone, or iPad devices, open the app and select the menu icon in the top-left.
From the menu, select Lists.
Select the New List icon in the bottom-right corner.
In the Create your list menu, provide a name and description for your new list and upload a banner photo using the options provided. Select the Private slider if you want to make the list private (meaning only you can see it). Select Create when you’re ready to proceed.
Use the search menu or recommended options to add new users to your list (meaning you can see their tweets in your list feed) by selecting the Add button next to their names. Select Done at the bottom when you’re ready to create your list.
Twitter will redirect you to your new list once it’s created. To edit the list (such as changing the name or adding new members) or to delete it, select the Edit List button.
Change your list name, description, or banner photo using the options provided, then select Save in the top-right to save your changes.
If you want to add or remove list members, select Manage members. Otherwise, select Delete List to delete your list entirely.
How to Leave a Twitter ListUnfortunately, you can’t restrict the Twitter lists feature, meaning anyone can add you to a list at any point, even if your profile is private. The only way to stop this and leave a Twitter list that you’ve been added to is to block users who create the lists, as this will prevent them from adding (or re-adding) you to lists they create.
Confirm your choice by selecting Block in the pop-up menu.
Once blocked, the user won’t be able to view your profile, tag you in tweets, or add you to new lists. You’ll be removed from any list they created and the user will be prevented from adding you to any other lists afterward.
If you’re only following a list, however, you can leave it in the usual way by accessing the Lists menu, opening the list, and selecting Unfollow.
Using Twitter SafelyTwitter lists are just one way to personalize the Twitter experience, but they can be abused. If you’re worried about your online safety and privacy, don’t be afraid to hide your Twitter profile or change your Twitter handle for greater anonymity if you need to.
If you’re facing abuse, you can block Twitter users disrupting your experience and report the worst offenders to Twitter for investigation. Of course, Twitter isn’t for everyone, so if you want to try another platform, you can try plenty of Twitter alternatives instead.
How To Set Up An Accounts Payable Process
When you’re running a business, an efficient accounts payable (AP) process is a must. It ensures that vendors and suppliers are paid on time and reduces waste by eliminating late fees or duplicate payments.
This article will explain how accounts payable works and how it differs from accounts receivable. We’ll also show you how to set up your own AP process.
Editor’s note: Looking for the right accounting software for your business? Fill out the below questionnaire to have our vendor partners contact you about your needs.
What is accounts payable?The accounts payable department manages the company’s payments for goods or services purchased from a vendor or supplier. You can track these liabilities on a balance sheet to monitor outstanding payments and ensure there are no overdue balances.
Your AP department oversees all outgoing payments and is usually the first point of contact for suppliers. Payment due dates can vary, so check individual invoices to ensure you’re aware of payment dates. If payments aren’t made on time, your company could get hit with late fees.
An accounts payable term you may hear frequently is “days payable outstanding” (DPO). This financial ratio measures the average number of days it takes a company to pay its vendors or suppliers. The longer it takes you to pay your suppliers, the higher your DPO.
Did You Know?
Accounts payable are considered a liability, since they represent money your business owes. This differs from accounts receivable, which are typically considered a business asset.
Accounts payable vs. accounts receivableIt’s easy to confuse accounts payable with accounts receivable, which involves collecting your unpaid invoices. While there are some overlaps, accounts payable and accounts receivable aren’t the same.
Accounts payable deals with the money your business owes to its vendors and suppliers for goods and services purchased. In comparison, accounts receivable are the money owed to your company, usually by its customers. And while accounts payable are considered a liability, accounts receivable are considered an existing asset.
Both accounts payable and accounts receivable are crucial aspects of the accounting process and work together to ensure your business functions smoothly. Both should be recorded to ensure accuracy and to track when outgoing and incoming payments are due. Without bringing in a profit, your company will be unable to meet its financial obligations.
Bottom Line
Accounts payable deals with the money your business owes, while accounts receivable is the money owed to your business.
Examples of accounts payableHere are a few examples of accounts payable:
Equipment
Leasing
Subcontracting services
Raw materials
Traveling
Supplies
Did You Know?
There are two types of payables: trade payables and expense payables. Trade payables represent the purchase of physical goods, while expense payables refer to the purchase of expensed services, such as travel or supplies.
Tip
For more information, read our comprehensive reviews of all the best accounting and invoicing software so you can choose a solution that best meets your needs.
QuickBooksQuickBooks is one of the most well-known accounting software packages, and for good reason. QuickBooks provides options for businesses of all sizes, and it’s easy to get started. While there will be a learning curve if you don’t have any prior experience with QuickBooks, the company provides video tutorials to make the process easier.
You’ll need to decide whether you want the QuickBooks online or desktop version. With an online account, you can access your information from anywhere. With the desktop version, you can access your data only on your computer. Sharing options are limited, which can be problematic if you need to share information with your accountant. Learn more in our complete QuickBooks review.
WaveWave is a frequently overlooked option for accounting software, but it’s an excellent choice for small businesses and freelancers. The company offers cloud-based accounting software, with no monthly charges, setup costs, or hidden fees.
While Wave is an outstanding option for new business owners or anyone on a tight budget, it’s not going to be the right software for everyone.
Wave has limited tracking and inventory, so it may not have the functionality larger businesses and enterprise companies need. Its app integrations are also limited compared to some of its largest competitors. Read our Wave review for more information.
XeroXero offers a cloud-based monthly subscription service, and it’s our pick as the best option for growing businesses. The company provides a wide range of services, including the below:
Accounts payable
Purchase orders
Expense claims
Xero integrates with more than 700 different apps, like chúng tôi and ADP. Plus, Xero offers flexible pricing for businesses at different stages of growth.
Xero’s Early Plan starts at just $11 per month and is a great option for solopreneurs, freelancers, and new business owners. The company offers a free 30-day trial, so you can ensure Xero is the right fit for you. Our full Xero review has more information.
FYI
The best accounting software allows you to process payments automatically and avoid late fees and other common business accounting mistakes.
An AP process streamlines accountingAll businesses, regardless of their size or industry, should be familiar with the accounts payable process. You need to know when outstanding invoices are due to avoid late fees or strained relationships with your suppliers. If you’re creating your own AP process, using the right feature-rich accounting software can help you avoid many common mishaps.
How To Set Up A New Iphone Or Ipad
So you’ve got yourself a shiny new iPad or iPhone. Setting one up is really easy, and here we’ll show you how to how to choose the right options, create an Apple ID, get your email working, install essential apps and more. The video above shows the process for an iPhone, but it’s almost identical on an iPad.
There’s no need for a laptop or PC as you can use an iPad and iPhone without one. The only thing you’ll need is a wireless router so you can connect to the internet and activate your new device.
How to set up a new iPhone or iPadAt a glance
Time to complete:
10 minutes
Tools required: An iPhone or iPad
1.
Turn on your new iPhoneJim Martin / Foundry
Hold down the power button for a couple of seconds until you see the Apple logo appear on the screen, then release it. You’ll then see a ‘Hello’ message and you can swipe to the right to begin and choose your language.
2.
Choose your regionJim Martin / Foundry
Now choose your region. This should be the country where you live, as it will affect localisation such as the time and date format, currency, keyboard layout and more.
3.
Connect to Wi-FiJim Martin / Foundry
It’s time to connect to a wireless network, and the iPhone or iPad will search for nearby networks: choose yours from the list. If you don’t know your router’s network name check on the labels or in the manual. Usually, it’s the one at the top of the list as it will have the strongest signal.
Enter the password for your Wi-Fi network and once connected your iPhone or iPad will activate by contacting Apple’s servers. An iPhone will also ask you to insert a valid SIM card for the activation process.
4.
Enable Location ServicesJim Martin / Foundry
Choose whether or not to enable location services. It’s best to enable them as many apps use your location, and it’s generally useful. You can choose in the Settings app later which apps are allowed to use your location.
5.
Restore from backup or set up as a new iPhoneJim Martin / Foundry
You’ll be asked next whether to set up the device as a new iPhone or iPad or restore an existing backup.
If you’re upgrading from an old iPhone or iPad, it’s usually best to restore the most recent backup. This backup may be stored online in iCloud, or it may be on your laptop or PC in iTunes.
Note that you can only restore an iPhone from an iPhone backup, and an iPad from an iPad backup.
If it’s your first iPhone or iPad, choose ‘Set up as a new iPhone or iPad’. If you’re switching from an Android Phone to iPhone, there’s a useful app you can download from the Google Play store called Move to iOS. This will help you transfer everything (or at least most things) from your old phone to your iPhone.
6.
Create or sign in to your Apple IDJim Martin / Foundry
If you already have an Apple account, sign in using your email address and password. If not, tap Create a free account.
You can skip this, but it will mean you can’t use many of the iPad or iPhone’s features, and you won’t be able to install any extra apps.
7.
Agree to the Terms and ConditionsJim Martin / Foundry
Agree to the Terms and Conditions (you can’t use your device if you don’t), and you’ll see a message saying it’s now ready to use.
8.
Enable the use of iCloudJim Martin / Foundry
Tap Use iCloud on this screen. You can choose not to, but you’ll miss out on a lot of useful features. Tap the About iCloud link to learn more about what it can do for you.
One of the most important features is the ability to locate your iPhone or iPad if it’s lost or stolen: Find My iPad (or iPhone) is enabled automatically when you tap Use iCloud.
9.
Select numbers/emails for iMessage & FaceTimeJim Martin / Foundry
Assuming you use iCloud, you’ll also be asked which addresses and numbers you’d like people to be able to send you messages via iMessage. You can tick or untick email addresses and phone numbers in the list. iMessage is Apple’s messaging app that lets you send messages (including text messages), photos and videos to other iMessage users.
To avoid confusion, it’s best to use just one email address for iMessage and FaceTime.
10.
Enable iCloud DriveJim Martin / Foundry
Next is the option to use iCloud Drive. This is for storing documents online, shared across all your Apple devices, though it’s best not to use it if you have older Apple devices which can’t be upgraded to iOS 8 or OS X Yosemite (the operating system for Mac computers).
If you only have a newer iPhone, iPad or Mac (or a Windows computer) you can enable it safely.
11.
Create a passcode & setup Touch/Face IDDepending on the model of iPhone or iPad you’ve got, you’ll also be asked to register a fingerprint via Touch ID so you can unlock your device by touching the scanner, or if it’s a recent iPhone or iPad Pro, it will scan your face for Face ID.
12.
Enable the use of SiriJim Martin / Foundry
After that, choose whether or not to use Siri. Siri is Apple’s digital assistant that lets you dictate messages, set alarms, launch apps, perform web searches and much more. It’s well worth using Siri.
If your device supports it, you’ll also be asked if you want to enable ‘Hey Siri’ which learns your voice so you can talk to Siri without touching your phone – handy while driving.
13.
Get started with your new iPhone or iPadJim Martin / Foundry
Decide whether you want to send error reports and other analytics to Apple and third-party developers (you don’t have to) and then you’ll be greeted with this message.
Tap Get Started to start using your new iPhone or iPad.
How do I set up email on an iPhone?The first thing you’ll probably want to do is get your email set up. Here’s how to add your Gmail account, but the process is very similar for other email accounts.
Many email accounts also include contacts and calendars which you’ll choose to enable (or not) in the previous step. Here’s how to transfer contacts from an Android phone, and Apple has a Move to iOS app which you can install on an Android phone to make the switch easier.
How do I install apps on my iPhone and iPad?To install new apps, tap on the App Store icon and browse the thousands upon thousands of apps. To install one, just tap Install. When it’s ready the button will change to ‘Open’, or you can find the app’s icon on one of your home screens: swipe left and right to scroll between home screens.
That’s the basics done, but if you want more, here’s how to set a song as your iPhone ringtone and we also explain how to transfer photos from your computer to your iPhone (or iPad).
Also, see how to move your contacts to a new iPhone and finally, if you lose your iPhone or iPad, here’s how to use Find My iPhone.
What Direct Deposit Is And How To Set It Up
Direct deposit is the electronic transfer of wages from your bank account to your employees’ accounts.
Direct deposit is easier, faster, and more eco-friendly and secure for both employers and employees.
There are six easy steps you should take to set up direct deposits for employees.
This article is for small business owners looking to set up direct deposits for employees.
These days, it can seem like everything that once existed on paper has moved entirely online, and that includes paying your employees. There’s a reason for that – actually, there are many reasons why direct deposit is the dominant way to pay employees. It helps that it’s super easy to set up direct deposits for employees. Learn more below.
What is direct deposit?Direct deposit is the electronic transfer of money from one bank account to another without paper checks or cash. In a small business context, direct deposit means electronically delivering employees their wages (with payroll taxes deducted when applicable). If you forgo paper checks and your employees log in to their bank accounts on payday for proof of payment, you’re paying by direct deposit.
Aside from wages, people also receive other income through direct deposit, including child support, Social Security benefits and tax refunds. However, in this article, we’ll discuss direct deposit as a method of paying employee wages.
How does direct deposit work?Direct deposit is a form of ACH payment. The abbreviation “ACH” signifies “automated clearinghouse,” which indicates that your deposit has gone through the American financial system. The organization National Automated Clearing House Association (Nacha) oversees this process.
The “clearing” that takes place in the “house” is the approval of your deposits. If you don’t have enough funds in your account when your bank sends all your direct deposits to the ACH, your deposits won’t go through. Assuming you have enough funds, each employee’s bank will receive your deposit, credit the employee’s account accordingly and debit yours. The process typically takes one to two business days.
Did You Know?
While direct deposit is a form of ACH payment, many businesses also accept ACH payments from customers, which is a significant convenience for customers who don’t want to pay by credit card.
2. Formally register for direct deposit.Most payroll services will allow you to register for direct deposit in just a few minutes. You’ll typically add your bank account information and respond to a verification email confirming that you’re the one running direct deposit. You’ll then run a test deposit in which small withdrawals are taken from the account, and you record their amounts. If your payroll service tells you that you’ve recorded the right amounts, then your direct deposit setup is complete.
3. Obtain your employees’ bank account information.To deposit wages directly into your employees’ bank accounts, you’ll need each employee’s bank account number, routing number and bank name. You’ll also need to know whether you’re depositing to a checking or savings account. You can either seek this information from your employees or have them add it to your payroll software themselves if your payroll service allows.
In addition to employee banking information, you’ll need to obtain authorization. To do so, have your employees complete and sign an authorization form. You can usually customize these forms to your business, but no matter how they appear, they should permit you to pay wages electronically.
4. Input your employees’ banking information.If your employees didn’t add their information directly to your payroll software, now’s the time to do so. Note that if you’ve gone the bank route instead of using payroll services, you should start by compiling all your employees’ information in your accounting software. You can then export it all to a single Nacha file to send to your bank. Alternatively, just as with payroll software, manual addition is possible.
5. Establish your pay schedule.Determine whether you’ll pay your employees weekly, biweekly, bimonthly or monthly. If you’re switching from paper checks to direct deposit, make the change with enough time to get direct deposit running by your next pay date. The process typically takes seven to 10 business days to finalize. You should also confirm with your payroll service that your direct deposit services won’t interrupt or alter your typical pay schedule.
At the same time, you should update the deadlines for receiving your team’s pay cards or other time and attendance records. Upon receiving these records, you should review them and file them with your payroll service. The key here is that payroll services typically need to receive this information a certain number of days before running direct deposit. Set your deadlines based on this timeline.
6. Run payroll as usual.After you’ve taken the above steps, your payroll and direct deposit should be entirely automated. Your employees should now receive their wages electronically every payday. If anything goes wrong, you can always contact your payroll service for help; their customer service department is meant to handle this. But if you’ve chosen your payroll service well and followed all the above steps, everything should go just fine.
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