Pay: Direct Deposit and Payment Elections All
pg. 1
Employees are required to use direct deposit. In Workday, direct deposit is entered under Payment Elections. Here, you can add your direct
deposit account(s) and set how your pay is distributed between those accounts.
Tasks
• Before You Begin
• Adding Direct Deposit Accounts
• Managing Payment Elections
Before You Begin
You must have your checking or savings account(s) number and the routing number available.
You can have up to 10 accounts.
When managing payment elections, to split your money between multiple accounts, the selection for ‘Balance’ must be last (on the bottom).
Adding Direct Deposit Accounts
1. From the Workday search bar, enter ‘Add Payment Elections’
and select the Add Payment Elections task.
Pay: Direct Deposit and Payment Elections All
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2. If you wish to change direct deposit
information that already exists, you
may see this message. Click OK.
3. Click the Add button.
4. The Add Account screen
displays.
Pay: Direct Deposit and Payment Elections All
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5. Under Account Information, in the Account Nickname
(optional) field, enter an Account Nickname.
a. Account Nickname (optional)
b. Routing Transit Number
c. Bank Name
d. Account Type (checking is default)
e. Your Account Number
Note: Refer to the Sample Check to find this information on your
check.
6. Click OK.
7. To add another account, click the
Add button (below), then add
account information as shown in
Step 5. You can add up to ten direct
deposit account in Workday.
Managing Payment Elections
Pay can be divided among multiple accounts.
a
b
c
d
e
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1. In the Pa yment Elections section of the page, click the Edit button to the right of the Pay Type you wish to divide.
2. Click the plus icon (+) to add a new row.
3. In the new row, enter:
a. C o untry
b. Currency
c. Payment Type (must be Direct Deposit)
d. Account
e. Balance*/Amount/Percentage
4. Use the upward and downward arrows on each row to prioritize each election.
*When using the Balance option, that row must be below all other e lections.
a
b
c
d
e
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5. Click OK.
Note:
Depending on your role, you may see multiple
pay types. These pay types may include Payroll
Regular Payments, Expense Reimbursement, and
Payroll Incentive Payments.
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Pa yment Elections
can be configured in many different ways
using the
Balance/Amount/Percentage
field. Consider this
scenario:
An employee is saving money for a vacation and would like
$50 deposited to her savings account each pay period. To
do this in Workday, she will:
1. Add her savings account (see
Adding Direct Deposit
Accounts)
2. Add a Payment Election, setting her savings account in
the
Account
field and entering $50 in the
Amount
field.
3. Move the new row ($50 to savings) to the top of the
Payment Elections.
4. Set the second row to send the
Balance
to her
checking account.
If the employee wanted to save a percentage of her pay
rather than an amount, she would enter the percentage in
the Percent field instead of entering an amount.
