This job aid outlines the process for an Employee to manage payment elections during the onboarding process.
Payment Election Enrollment Event (Onboarding)
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Important Information
Payment elections can also be managed outside the onboarding process by clicking selecting the Payment Elections link in the Pay worklet on your Workday Home page.
Getting Started
- Select the “Payment Election Enrollment Event” action item located in your inbox
- In the Preferred Payment Method section, select information including Expense and Payroll.
- In the Account Information section, add or edit information including: Account Nickname (optional), Account Type, Bank Name, Routing Transit Number, and Account Number.
Note: The Bank Identification Code field is not currently used.
- Select OK.
- To add additional accounts for direct deposit, select Add.
Note: You can distribute funds over up to 5 bank accounts. However, you must first add the accounts in the Accounts section to make them available as options in the Payment Elections section.
- In the Payment Elections section, select Change Election on the Payroll row to add your first election to an account.
- Verify the following fields are correct: Country, Currency, Payment Type, Account, and Balance / Amount / Percent.Note: Refer to the section below if you need to distribute funds over multiple accounts.
- Select OK.
- Enter comments if necessary.
- Select Submit.
This completes the Payment Election Enrollment Event (Onboarding) process.
Distributing Payment Over Multiple Accounts.
When splitting funds between multiple accounts, use the following steps beginning at step 7 in the above procedure.
- Select the Add Row icon and fill in fields mentioned above.
- Select Amount to specify the dollar portion of your check to be deposited into an additional account.
- Select Percent to specify the percentage of your check to be deposited into an additional account.
- Select Balance to specify that you want the remainder of your check to be deposited into a specified account.