From the Payroll screen, select the Maintenance menu and then Payees.
Note: If a calculate payroll batch has been created and not yet updated, a message will appear stating a payroll is in progress and the changes may not take effect until the batch is recalculated; click OK.
At the Payees screen, enter the ID of the payee to change in the Payee ID field. If the ID is not known, click the down-arrow button or the Find button to select the correct one.
Note: If the specified payee is included in a calculate payroll batch that has not been updated, a warning will appear in the status bar stating a payroll is in progress for the payee. If the ID entered in the field is for an entity not currently flagged with the entity role of Payee, a prompt will appear asking if the Payee role should be added; click Yes to make the entity a payee.
Make the desired changes to the payee.
To change the country for where the payee is located in the Country field, do one of the following: 1) click the down-arrow button for the State/Province field (or press the Ctrl+F keys to access the search feature), change the filters for the Country Code, and then select the appropriate state or province within the desired country; or 2) delete the information in the State/Province field, change the Country field as needed, and then complete the State/Province field again.
After all the changes have been made, click the Save button.
If the ID for the payee was changed, a prompt will appear verifying whether or not to change the ID or add a new one. To change the ID for the payee, click the Change button. To not change the ID and revert to use the original ID, click the Revert to Original button. To add a new payee with the specified ID that is a duplicate of the current payee, click the Create New button.
Note: If the ID was changed (by clicking the Change button) and the payee is also defined with the entity role of Employee, the system will check to see if the particular employee is tied to a user in the User Security option in which the User ID matches the Employee ID, and if so, a prompt will appear stating the payee is also an employee and there is a User ID tied to the employee; if you are a supervisor, click Yes to also change the User ID to match the updated Employee ID (or click No to leave the User ID as is), or if you are not a supervisor, click OK and then notify a supervisor to update the User ID within the User Security option.