Payment Elections Management

How to add a Direct Deposit account and manage your Payment Elections from the Desktop device.

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. The Global Navigation Sidebar is located on the left side of the Home page and remains pinned as you navigate through Workday. It features categorized navigation, allowing you to hover over each category to preview its items.  If your view looks different, you may be using the alternative navigation setting. Both views contain the same menu options, but they may appear in slightly different layouts
3. The Search Box, located in the center of the Home page, allows you to quickly find people, tasks, reports, and business data you need to access.

This job aid outlines the various ways that you can add a direct deposit account and manage your Payment Elections from the Desktop or mobile device. 

 

Important: You can only set up 3 Bank Accounts.

About the Pay Application 

Within your system, you may notice multiple pay access links, such as the Pay applications shown below.  

Benefits and Pay Hub

Workday enables Pay applications for dashboards and hubs with links to payroll-related tasks and information. Pay applications may include:  

• Withholding Elections: Review and update withholding elections on the Federal, State, and Local Elections tabs. 

• Payment Elections: Distribute payroll and expense payments between different bank accounts (checking or savings), and specify the payment method, such as check or direct deposit. 

• Payslips: View and print payslips or change your payslip printing election. You can view payslips for any previous period with available data.  

• Total Rewards: View rewards by Base Pay, Allowances, Incentive Pay, Stock, and even Benefits, depending on your organization’s configuration.  

• Bonus and One-Time Payment History: Review payments received outside of the regularly scheduled payroll process, such as bonuses. 

• Tax Documents: View the annual tax documents associated with your earnings. 

• Voluntary Deductions: Enter voluntary deduction elections. 

• Reimbursable Allowance Plan Activity: View allowance plan expense and reimbursement activity. 

 

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 Benefits & Pay icon. 

 

or 

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%).

 

Mobile 

Add a Direct Deposit Account 

To add a direct deposit account: 

1. Select the Apps icon. 

2. Select Benefits & Pay.  

3. Select Payment Elections. 

4. Under Accounts, select Add. 

5. Select the Account Type. 

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

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

8. Select Add to save. 

Manage Your Payment Elections 

To modify your payment elections: 

1. Select the Apps icon. 

2. Select Benefits & Pay. 

3. Select Payment Elections. 

4. Under Payment Elections, select the Edit (pencil) icon to modify payment elections for different pay types, as shown in the image below.  

 

5. For each election, you can designate the payment order, payment type, account, and distribution. Your organization’s payment elections policy determines the allowed changes and number of elections for each pay type.