Workday: How to Set Up Direct Deposit

Tags workday

Quick Reference Guide

Before You Begin

  • You must have access to Workday.
  • You must have your bank routing number and account number.
  • You can add up to five bank accounts.

Objective or Task

You will add or update direct deposit bank accounts and select your payment elections.

Instructions

Access Payment Elections

  1. Open Workday.
  2. Enter Payment Elections in the Search bar.
  3. Select Payment Elections from the results.

OR

  1. Select your Profile icon.
  2. Select View Profile.
  3. Select Pay.
  4. Select Payment Elections.

Add or update a bank account

  1. Click Add to enter a new bank account.
  2. Click Edit to update an existing bank account.
  3. Click Remove to delete a bank account if needed.

Bank accounts must be added before you select payment elections.

Enter bank account information

  1. Enter an Account Nickname if you want to label the account.
  2. Enter the Routing Transit Number.
  3. Enter the Bank Name.
  4. Select the Account Type.
  5. Enter the Account Number.
  6. Click OK.

The first bank account you enter becomes your primary account.

Submit bank account changes

  1. Click Submit.

Review and manage payment elections

  1. Review the accounts listed under Payment Elections.
  2. Click Edit to change the payment election if needed.

Configure multiple payment elections (if applicable)

  1. Designate one account as the Balance account.
  2. Enter a specific Amount or Percent for additional accounts.
  3. Use the Order arrows to move the Balance account to the bottom of the list.
  4. Click OK to save changes.

Only one account can be designated as the Balance account.

Add additional payment elections

  1. Click the Add icon to create a new payment election.
  2. Enter the required election details.
  3. Click OK.

Outcome

Your direct deposit information is saved and your pay is deposited according to the payment elections you configured.

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