Add or Update Payment Elections (DirectDeposit) - Students Workers
Follow these steps to:
• Update your bank information or add an additional bank account for your paycheck.
• Change your payment elections and quantities for your paycheck.
Prior to adding or updating your bank information, it may be helpful to have a check from your bank account(s) to assist as you add the information or be logged into your bank account’s website.
Add a Bank Account
1. Access the Pay application on your Workday homepage.
2. Under Actions, select Payment Elections.
3. If no bank information is available, or to add an additional account, click Add. To edit bank information skip to the “Edit Bank Information” section of this job aid.
4. Account Information: Fill out as noted below.
NOTE: Step A is an optional field and you should skip step D; Steps B, C, E and F are required.
a. Account Nickname: Useful if you have multiple accounts your pay is being deposited into.
b. Routing Transit Number: Refer to the sample check on the Workday screen and your personal check to add this information.
c. Bank Name: i.e. Santander, Bank of America.
d. Bank Identification Code (Optional): Skip this field, as this is used for non-US banks.
e. Account Type: Select Checking or Savings.
f. Account Number: Use the sample check on the Workday screen and your personal check to add this information.
5. Click OK at the bottom of the screen when finished.
Edit Bank Information
1. Access the Pay application on your Workday homepage.
2. Under Actions, select Payment Elections.
3. To the right of the bank information you want to edit, select Edit to modify the information, or Remove to remove if the account is no longer needed.
4. If editing, update your bank information as listed in steps 3-5 under Add a Bank Account in this guide.
5. If removing, you must remove the account from your Payment Elections first. Then you can remove the account from the Account Information.
Split Payment Elections (Paycheck)
If you would like your paycheck to be deposited into more than one account, follow the steps below to do so. You can have up to 5 bank accounts in Workday.
Note: To split your payment elections, you must have at least 2 bank accounts added to your Workday profile.
1. Access the Pay application on your Workday homepage.
2. Under Actions, select Payment Elections
3. Under the Payment Elections table, to the right of your Regular Payroll elections, click Edit.
4. To add an additional payment election, click the + sign. To remove, click the Minus sign and Click OK.
5. Select the information among the following fields:
a. Country: Click into this field. Search for and select United States of America.
b. Currency: Click into this field. Search for and select USD.
c. Payment Type: Click into this field. Choose Direct Deposit.
d. Account: Click into this field. Select an account you have added for your pay to be deposited into.
6. Balance / Amount / Percent: Choose one of the following:
a. Percent: Enter a percentage less than 100 of your net (post-tax and deductions) pay to be deposited into this bank account.
b. Amount: Enter an amount less than your total net (post-tax and deductions) pay to be deposited into this bank account.
c. Balance: The remaining amount of your net pay, minus amounts or percentages going to your other bank accounts listed in Workday. The account selected for Balance must be reordered to be the last account listed.
6. Click OK at the bottom of the page.