Payment Elections Management

Important:  While watching the video, please note that our organization does not use all features. Only the features visible under the section on your page are currently available for use by the organization.

 

Note: The security profiles of individual users determine the visibility of sensitive information. Consequently, you may not have access to all the information in this Job Aid. Furthermore, some changes may require approval from an HR Partner or another department to complete the process.

1. Log in to your Workday account. 

2. Click the Global Navigation Menu icon at the top left of the home page to access shortcuts, saved content, and add/edit /view menu categories that automatically sort and categorize the navigation items into user-centric groups. 

3. The Search Box in the center of the home page lets you quickly search for people, tasks, reports, and business data you want to navigate. 

 

To add a direct deposit account and manage your Payment Elections from the Desktop device. 

 

Important: You can only set up 3 Bank Accounts.

 

ADD A DIRECT DEPOSIT 

1. From the Benefits and Pay application, select Pay, then Payments. 

2. Scroll down the page to view your Payment Elections. 

3. On the bottom of the tab, select the Add button to make election changes. 

 

4. Select the Account Country and select OK to continue.  

 

5. Select the Account Type. 

 

6. Enter the routing transit number, account number, and bank name. 

 

7. Additionally, you can enter a bank identification code and an account nickname. 

 

8. Select OK to save. Once you have added the account, you can use it to make payment elections. 

 

MANAGE PAYMENT ELECTIONS 

 

1. From the Menu icon window on the home page, click the Personal, then Pay icon. 

 

2. When the Pay menu opens, in the Actions section, click Payment Elections 

 

3. At Accounts, click Add to add an account or Edit to the right of an account to update. 

Important: Fields marked with a red asterisk (*) are required. If others are required, you will receive an error message.

 

4. At Account Information, add or edit the baking information as needed.  Add or edit the baking information as needed. 

 

Important: Once you have added your new bank account you must update the payment elections section before you can remove the old bank account.

5. In the Payment Elections section, click Edit in the Payroll Regular line.

   

 

6. Verify the following information: 

 

a. Country: United States of America 

b. Currency: USD 

c. Payment Type: Direct Deposit 

 

7. At Account, choose Savings or Checking. 

 

8. At Balance / Amount / Percent, indicate payment allocation. 

 

a. Balance = deposit all of check 

b. Amount = deposit a specific dollar amount (if selected, must have a payment election for Balance) 

c. Percent = deposit a specific percent (if selected, must have a payment election for Balance) 

 

9. Click OK. 

Or 

 

1. From the Benefits and Pay application, select Pay and select Payments.  

 

2. Scroll down the page to view your Payment Elections 

 

3. Use the Edit, Remove, or View buttons to edit, remove, or view bank accounts. You can only remove an account if you no longer use it as a payment election. 

 

4. In the Payment Elections section, select Edit to modify a payment election 

 

5. Change the amount or percent to deposit into the account. You can also change the account that receives the balance of payments for the pay type. Your organization’s payment elections policy determines the allowed changes. 

 

6. Select OK to save.  

 

Reminder: You can only update your payment elections from a desktop device. Payment elections cannot be updated via the mobile application.

 

Reminder: When you get an error the order of the new payment elections will need to be switched.  Change the order, hit ok, and the error should go away.

 

Important: You may choose to allocate a certain dollar amount, a certain percentage of your pay, OR the remaining balance of your pay to this account. Your payment elections must total 100% across all accounts listed. (i.e., savings account is 10% & checking account is 90%).