This document explains how employees can add and/or change payment elections in Workday. Payment elections are your choices for how to receive your paychecks and expense reimbursements, allowing you to direct funds to one or more bank accounts, specify amounts or percentages, and choose payment methods like direct deposit or check. Direct deposit is the encouraged payment method at UChicago.

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• You can have up to six Regular payment elections
• You can have only one payment election for Expense Reimbursements.

Adding Payment Election Accounts

1. Log into Workday using your CNetID and password.
2. Select Menu in the top-left corner and choose the Benefits and Pay application located under the Personal category.
3. Under Tasks and Reports, select Payment Elections.
4. Within the Payment Elections page, review the Accounts table to see current payment elections. Select the Add button immediately below this table to include a new account for payment election (i.e. how your pay will be distributed).

1. If this is your first time adding an account, please specify your preferred payment method (direct deposit or check) for Regular, Expense Reimbursement, Fiscal Year End, and Calendar Year payments.
   1. Direct deposit is the encouraged payment method at UChicago.

5. On the Add Account screen, under the Account Information section, complete the following:

1. Account Type – Select Checking or Savings
2. Routing Transit Number – please type carefully; invalid routing numbers will not be accepted.
3. Account Number – please type carefully
4. Bank Name
5. Bank Identification Code (optional)
6. Account Nickname (optional) – helpful in distinguishing between accounts.

6. Select OK to save your entries and return to the Payment Elections screen.

1. Your payment elections will default to paying 100% into your newly added account. To change this, please first add any other accounts you would like to receive payment, and then follow the Changing Payment Elections Steps section of this document and begin at step 4.

Changing Payment Elections

1. Log into Workday using your CNetID and password.
2. Select Menu in the top-left corner and choose the Benefits and Pay application located under the Personal category.
3. Under Tasks and Reports, select Payment Elections.
4. Within the Payment Elections page scroll down to the Payment Elections table and select Edit to the right of the Pay Type that requires changing.

1. Examples of Pay Types include but are not limited to Regular, Expense Reimbursement, and Calendar Year.

5. On the Payment Election screen, make updates to the applicable fields. These include the Payment Type, Account, and *Balance / Amount / Percent columns.
6. To add additional accounts, select the plus-sign in the top-left corner of the Payment Elections table. You can only select accounts that have already been added. 

1. To add new accounts for payment election, please refer to the Adding Payment Elections Accounts section of this document.

7. If more than one payment election is listed, make sure the *Balance / Amount / Percent information reflects the accurate distribution of your payment preferences.
8. Select OK to save your entries and return to the Payment Elections screen where changes will immediately reflect in the Payment Elections table.