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Before creating a payroll file, be sure to create the recipient information for the individual or company you are sending money to. Once this step is complete, their information will be available on the Payments screen. If you have already completed this step, you can skip ahead to scheduling a payroll file.
Log into your Climb Online Banking account.
From the Home screen, click on the Commercial tab and select Recipients from the list of options.
Select the New Recipient button.
Once all fields have been completed, select Save Recipient.
Log into your Climb Online Banking account.
From the Home screen, click on the Commercial tab and select Payments from the list of options.
Select the New Payment button and then select Payroll.
In the “Origination Details” screen, select the Account field to choose the Climb account you want the funds to be withdrawn from. Then, select the Effective Date of the payment. Keep in mind, the cut-off time for payments is 3:00 p.m. Mountain Time.
Under the “Recipient” section, choose the name of the Recipient you would like to pay. Then, enter the dollar amount of the payment. Continue this until you have added everyone that you would like to pay.
Once everything is completed, review the information for a final time. Once reviewed, select Approve to process the payroll file. Payroll funds are sent via the Automated Clearing House (ACH) and may take up to 2 days to be received by the recipient.
Note: For security purposes, the transaction may be reviewed by a Climb Credit Union representative prior to being processed in Online Banking. You will receive the following message if the file is being reviewed.
The transaction’s current status can be found by clicking on the Transactions tab and then Activity Center. If the transaction is being reviewed, it will show as “On-Hold,” if it has been approved, the status will change to “Authorized,” and once it has been processed, the status will change to “Processed.”