How to create a credit card

Use case:  Use this task to create and assign a credit card for an employee 


                                                                                                                                                                                                                           

STEP 1: Log into Workday




STEP 2: Search for and select task "Create Credit Card"



STEP 3: Enter into the following fields:

a.  Select the credit card type

b.  If you have the last 4 digits of the card number, enter it here. Otherwise, enter the <card type name employee id> like the example in the above screenshot.

A minimum of 4 characters is required. The entry here must be unique. Note: do not enter the 16 digit card number here! It is required that we enter a value in this field but it will not be available in reports.  If you get an error like the one below, it is because you've enter a number that has already been entered for another credit card:





c.  Enter the name of the employee who is the cardholder

d.  Enter the expiration date.  If you don't have the expiration date, enter 12/31/9999.  Note: It is required that we enter a value in this field but it will not be available in reports. 

e.  Click [OK.]


Please do not enter information in any other fields, as it will not be available in reports.



STEP 4: Click [Done] 


The credit card has been created and assigned to the cardholder.