Update Bank Account Details


This content pack provides an employee request to raise a request to update bank account details.

Contact pack title

Update Bank Account Details - HRSM

Case templates

  • Office Visit Request
  • Self Declaration Checklist Before Office Visit

Task templates

  • Verify information for the Update Bank Account Details request
  • Update Bank Account Details into external system through web request

BMC Helix Digital Workplace Catalog items

  • Office Visit Request - HRSM
  • Self-declaration Checklist for Office Visit- HRSM

Emails and notifications

  • Office Visit Request Approved
  • Office Visit Request Declined
  • Office Visit Request Approved - Self Declaration

Service request activity flow

The following sequence occurs when an employee initiates a service request:

22_1_UpdateBankAccountDetails.jpg

Content pack configuration notes

Make the following changes in the case and notification templates and catalog services:

  • Make sure you follow communication protocols while modifying email and notification templates.
  • Add or modify the case and tasks templates as well as descriptions according to the standard operating procedure as defined by the relevant authorities in the organization.

 

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