web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Self Service 'My P...
Finance | Project Operations, Human Resources, ...
Unanswered

Self Service 'My Payment Method' is not showing the Worker Bank Account created in Personnel Management

(1) ShareShare
ReportReport
Posted on by OmarAK

Hi 

WIthin Dynamics 365 Finance and Operations 10.0.35 - not seeing worker bank account under self service.

Step 1) HR Manager creates Worker Bank Account via HR > Worker > Bank Account (back end)

Step 2) the employee logs into Self Service - click on Personal Information > my payment method  - not able to see worker bank account created in step 1.

I can however create a bank account in Self Service which shows under the worker details, but thats not what i want. Please can you advice. 

I have the same question (0)
  • Community member Profile Picture
    Community member on at
    Self Service 'My Payment Method' is not showing the Worker Bank Account created in Personnel Management
    Hi 
     
    Were you able to solve this issue? 
    If yes, can you please share with us the solution with this?
     
    I am also experiencing the same issue. 
     
    Thank you,
    Aniko
  • Community member Profile Picture
    Community member on at
    Self Service 'My Payment Method' is not showing the Worker Bank Account created in Personnel Management
    Hello,

    In Dynamics 365 Finance and Operations version 10.0.35, it appears that you’re encountering an issue where the worker bank account created by the HR manager is not visible in the self-service portal. Let’s troubleshoot this:
    Worker Bank Account Creation:
    Confirm that the HR manager successfully created the worker bank account via the back end (HR > Worker > Bank Account).
    Verify that the bank account details were correctly entered.
    Self-Service Portal:
    When the employee logs into the self-service portal, they should be able to view their payment method.
    However, you mentioned that the worker bank account created in step 1 is not visible.
    Possible Solutions:
    Ensure that the worker bank account is associated with the correct worker profile.
    Check if there are any specific security roles or permissions required for viewing bank accounts in self-service.
    Review the configuration settings related to self-service and bank accounts.
    Investigate whether there are any known issues or updates related to this behavior in version 10.0.35.
    Further Steps:
    If the issue persists, consider reaching out to Microsoft support or consulting relevant documentation for troubleshooting steps specific to your environment.
    You may also want to explore community forums or user groups where others might have encountered similar issues and found solutions.

    Best Regards
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Announcing our 2025 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans