Simplify direct deposit setup for your team. Attain OS replaces manual forms and spreadsheets. Let Atty draft the form, you review and publish.
Setting up direct deposit for employees or contractors is one of those tasks that seems simple but quickly becomes a headache: collecting correct banking details, ensuring routing numbers are valid, and keeping records organized. Using separate tools like email, spreadsheets, and PDF forms leads to errors, missing fields, and compliance risks.
With Attain OS, you don't need a stack of tools. The built-in Forms app lets you create a secure, structured direct deposit setup form that employees fill out within the system. Need it done fast? Atty, the AI agent, drafts the form based on your project context—just review, publish, and collect responses. No integrations, no syncs, just a clean workflow.
When a remote employee joins, you need their banking info quickly to process payroll. Instead of emailing back and forth, send a single Attain OS form. The employee fills in account type, routing number, and account number. Atty can pre-fill known details from company records, and you verify once.
Changing payroll providers often requires re-collecting direct deposit info from all employees. Create a bulk form in Attain OS with fields for each employee. Atty drafts the form with your company's branding and instructions. Employees submit once; you export the data to your new provider (manually, as Attain OS doesn't integrate).
For contractors or vendors who require direct deposit, you need their banking information stored securely. Use Attain OS Forms to create a dedicated vendor payment form. Atty suggests fields like 'Business Name,' 'Account Type,' and 'Bank Name.' Responses are saved in the system for easy reference during payment runs.
In Attain OS, open the Forms app and select 'Create with Atty.' Describe your need: 'Generate a direct deposit setup form for employees including account type, routing number, account number, and confirmation field.' Atty interprets your request and drafts the form.
Atty presents a draft with fields like Employee Name, Account Type (Checking/Savings), Routing Number, Account Number, and Confirm Account Number. You can add or remove fields, adjust required status, or add help text. No coding or design needed.
Once satisfied, publish the form. Share the link (within Attain OS) with employees or vendors. They fill it out securely. All responses are stored in Attain OS, accessible via the Forms app or related records.
When responses come in, you can review them in a table view. For payroll processing, manually copy the data to your payroll system. Attain OS does not export automatically, but you can view and transcribe. Atty can help summarize the collected data if needed.
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
Please provide your banking information for payroll direct deposit. All fields are required unless noted.
Yes. In Attain OS, you can create a single form and share the link with all employees. Each submission is stored individually. You can also create a form that collects data for multiple employees in one go by adding repeating fields, but Atty can help design that.
Attain OS stores form responses within its secure environment. Access is controlled by user permissions. However, we recommend not storing sensitive data longer than necessary. You can export responses manually and delete them from the system.
Attain OS does not perform automatic validation of routing numbers. The form includes help text to guide users, and you can review submissions for accuracy. Atty can provide tips on manual verification.
The form is designed for US banking (routing numbers). For international accounts, you would need to customize the fields (e.g., IBAN, SWIFT). Atty can draft a version with those fields if you specify.
