How to Set up or Make Changes to Direct Deposit (Delete, Modify Accounts)


STEP 1: Log in to Workday and click on the Pay worklet icon


STEP 2: In the Actions column – select Payment Elections


STEP 3: For new account set up - select Add Account



STEP 4: Select Account Type and enter Bank Name, Routing Transit and Account Numbers, then click OK



STEP 5: To change an existing account - Return to Payment Elections page and select Change Account then follow Step 4



STEP 6: To change Payment Elections / Distribution - select Change Election



STEP 7: Make your changes and click OK

Note: When changing account information, all payment elections that use the account are updated automatically. To split payment between multiple accounts, add new accounts and then change payment elections to reflect this split distribution.



STEP 8: To Delete an Account – Select Change Election for each Pay Type and remove individually



STEP 9: Open Payment Type selection and change from Direct Deposit to Check then click OK


Note: Repeat Step 9 for each Pay Type


 

STEP 10: Return to the Accounts and select Delete Account and click OK


Account deleted