Direct Deposit Setup

Full procedure

1. 1Review the Direct Deposit Setup standard on the department portal before you begin.
2. 2Confirm you have the required access, PPE, or tooling for the task.
3. 3Configure direct deposit under Workday > Pay > Payment Elections.
4. 4Complete each step in sequence — do not skip or reorder.
5. 5Record completion in the system of record (log, ticket, or checklist).
6. 6Escalate any deviation from the standard through the escalation path.
7. 7Debrief the team lead at handoff on anything unusual.

Common mistakes & exceptions

• Skipping the WMS/system logging step — every action must have a system record.
• Not photographing exceptions before escalating.
• Assuming verbal approval is enough — always capture the ticket or form ID.

Escalation path & subject matter expert

Frequently asked questions

Related procedures (knowledge graph)

Required forms

• Direct Deposit Setup Log
  HR-357

My private notes

Revision history

1. 2025-02-09
   Version 3.3 republished by Nina Petrov.
2. 2026-09-22
   Reviewed for annual compliance.
3. 2024-11-04
   Initial publication.