How to Edit or add new Payment Elections

Created by Casey Babin, Modified on Mon, 13 Apr at 3:35 PM by Kimberly Weilert

1. Sign into Workday and navigate to the Personal tab in the Menu at the left of the screen. 



2. Select Benefits and Pay.



3. Click on Payment Elections to remove existing elections or update and add to your existing elections




4. To Add payment accounts, click on Add on the next screen and complete all required fields.



5. To set up Payment elections, click on the Edit buttons shown below in the red square. To add another account, click on Add, shown in the blue square. To edit an account, click on the Edit button shown in the blue square. Once more than one account has been added, you can split payment between accounts by Editing the Payment Elections.




6. To divide funds between accounts, click on Edit under US Payroll Elections, then the plus sign in the top left corner. Enter the information for the second account and divide the funds accordingly in the area shown in the blue box.



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