How to Change Bank Info on Workday

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Are you looking to update your bank information on Workday? Whether you’ve switched banks, got a new account, or simply want to update your details, changing your bank info on Workday is a straightforward process. In this article, we’ll guide you through the steps to ensure a smooth transition. Let’s get started!

Step 1: Login to Workday

The first step is to log in to your Workday account using your credentials. Once you’re logged in, you’ll be directed to your Workday homepage.

Step 2: Navigate to the “My Profile” Section

Next, locate and click on the “My Profile” tab or section. This will take you to your personal profile settings.

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Step 3: Click on “Payment Elections”

Within your profile settings, find and click on the “Payment Elections” option. This is where you can manage your bank information for payroll purposes.

Step 4: Select “Add Account”

Once you’re on the “Payment Elections” page, you’ll see a list of your existing bank accounts. To add a new account, click on the “Add Account” button.

Step 5: Fill in Your New Bank Account Details

A form will appear, prompting you to enter your new bank account information. Ensure that you have the necessary details readily available, including your account number, routing number, and bank name. Double-check the accuracy of the information before proceeding.

Step 6: Verify Your New Bank Account

Workday may require you to verify your new bank account for security purposes. This verification process varies depending on your organization’s settings. Follow the provided instructions to complete the verification successfully.

Step 7: Save Your Changes

Once you’ve added and verified your new bank account information, click on the “Save” or “Submit” button to finalize the changes. Workday will typically display a confirmation message to acknowledge the successful update.

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Step 8: Review Your Updated Bank Information

To ensure that your changes have been properly saved, review your updated bank information. You should see your new account listed along with any other existing accounts you may have.

Step 9: Delete Old Bank Account (Optional)

If you no longer wish to use your old bank account for payroll, you can delete it from your payment elections. Locate the account you want to remove and click on the appropriate option to delete it. Make sure you’re certain about this decision, as it may impact your future payroll deposits.

Step 10: Contact Human Resources (if necessary)

If you encounter any issues while attempting to update your bank information on Workday or if you have specific questions, don’t hesitate to reach out to your organization’s Human Resources department. They will be able to provide you with further guidance and support.

Changing your bank information on Workday doesn’t have to be a complicated process. By following these steps, you can quickly and efficiently update your details. Remember, always double-check the accuracy of the information you provide to avoid any potential issues. Happy banking!

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Conclusion

Updating your bank information on Workday is a simple task that can be completed in just a few steps. By logging in, navigating to the “My Profile” section, and accessing the “Payment Elections” page, you can easily add your new bank account details. Don’t forget to verify your information and save your changes before reviewing the updated bank information. If needed, consult with your organization’s Human Resources department for assistance. Now you’re ready to enjoy hassle-free payroll deposits!