How to update the bank details for an employee or in bulk?

When an employee joins an organization, their financial information—such as salary payment mode and bank account details—is collected and updated in Keka.
Over time, employees may switch banks or the organization may partner with a new bank for salary disbursement. In such cases, you can easily update bank details for one or multiple employees.

Updating Bank Details for an Individual Employee

Option 1: From the Employee Profile

1. Search for the employee using the Global Search Bar.

2. Open the employee’s profile → go to the Finances tab → select Summary.

3. In the Payment Information section, click the three dots (⋮) → select Edit.

   

4. On the Edit Bank Information window, update the following:

   • Payment mode (Bank transfer / Cheque / Cash)

   • Bank name

   • Account number

   • IFSC code

   • Account holder’s name

5. Click Update to save the changes.

   

Option 2: From Payroll Admin

1. Go to Payroll→ Payroll Admin.

   

2. Under Payroll Status, find Tax Regime & Financial Details and click Employees’ Salary Payment Mode & Bank Account Details.

   

3. Choose the relevant Pay Group, find the employee, and click the three dots (⋮) → Edit.

   

4. Update the bank details and click Update.

   

Updating Bank Details in Bulk

1. Go to Payroll → Payroll Admin.

2. Under Operations, click Import Financial Information.

   

3. Select the relevant Pay Group and Download the Excel Template.

   

4. Fill in or update bank details for only the required employees and delete other rows.

5. Save the file and click Upload Excel File on the same page.

6. In the Match Columns section, verify that Excel fields match Keka fields.

7. Click Continue → Preview Data → Complete to finalize the upload.