Update your employee payment profile (direct deposit)

Steps

1. Add accounts for payment

  • From the Workday home screen, click the Global Navigation Menu in the top left to open the Workday Apps sidebar
  • Click the Pay app
  • Select the button that says Payment Elections 
  • Under the Accounts section on the Payment Elections screen, click the Add button. You can also Edit, Remove or View an account from this screen

screenshot of the Payment Elections" screen with several items highlighted

  • Clicking Add will bring you to the "Add Account" screen. Enter your bank account information, including Account Type, Routing Transit Number, Account Number, and Bank Name, which are all required fields.
  • When you have entered all required information, click the OK button.

 

2. Change or edit accounts for payment elections

  • From the Workday home screen, click the Global Navigation Menu in the top left to open the Workday Apps sidebar
  • Click the Pay app
  • Select the button that says Payment Elections, which will open the Payment Elections page. 
  •  Your current payment elections are displayed in the frame in the middle of the page, under the "Payment Elections" heading
  • To change how you receive payments for Payroll or Expense Payments, you click the Edit button in this section. 
    • Note: If you have pay types that require setup, they will be listed at the bottom of the page, in the "Payment Elections Requiring Setup" frame.
  • After clicking the Edit button, Workday will open a page with editable payment elections menus. In the section "Payment Type" you may designate how to receive payments (Direct Deposit or Check).

screenshot of the "payment type" screen

  • To select Direct Deposit, you must have account(s) set up. If an account is not available, follow the steps in the earlier section of this article: "Add accounts for payment."
  • If you wish to split your payroll distribution into multiple accounts, click the plus sign (➕) on the left side of the "Payment Elections" frame. Choose your desired Balance/Amount/Percent distribution. 
  • Click OK to save your choices.

 

3. Confirm choices for expense payments and reimbursement

Some workers may need to update their choices for expense reimbursements. Those workers will see at the bottom of the Payment Elections screen, a section titled "Payment Elections Requiring Setup." Follow the instructions below to update those elections.

  • From the Workday home screen, click the Global Navigation Menu in the top left to open the Workday Apps sidebar
  • Click the Pay app
  • Select the button that says Payment Elections, which will open the Payment Elections page.
  • Scroll to the bottom of the page
  • If you do not see a section titled "Payment Elections Requiring Setup" you do not need to take action
  • If you do see a section titled "Payment Elections Requiring Setup," click the Add button to make changes

screenshot of the payment elections screen. "Payment Elections Requiring Setup" and "Add" are highlighted

  • On the next screen, complete the form as follows
    • Country - United States of America
    • Currency - USD
    • Payment Type - Select "Check"or "Direct Deposit"
      • For Direct Deposit, select which bank account expense reimbursements will be deposited into
    • Balance / Amount / Percent - Click the circle to select "Balance"
  • Click OK to submit your changes
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