Manage Payroll Elections and Options

Overview

This guide provides step-by-step instructions on how to view and print your payslips, as well as update payroll elections and deductions.

Details / Instructions

The Pay Application contains worklets with links to payroll-related tasks and information. The Pay application includes:

• Withholding Elections: Review and update withholding elections on the Federal, State, and Local Elections tabs.
• Payment Elections: Distribute payroll and expense payments between different bank accounts (checking or savings), and specify the payment method, such as check or direct deposit.
• Payslips: View and print payslips or change your payslip printing election. You can view payslips for any previous period when the data is provided.
• Historical Activity Pay: View and print historical period activity pay assignments (if applicable).
• Bonus & One-Time Payment History: Review payments received outside of the regularly scheduled payroll process, such as bonuses.

Desktop Instructions

View and Maintain Withholding Deductions

1. From the Workday homepage, select the navigation Menu at the top left corner of the toolbar.
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2. Select Pay. NOTE: To add Pay in the menu App, select Menu > Add Apps > Type in Pay > click the + icon to add.
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3. Under Actions, select Withholding Elections.
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4. To view status, select the tab Federal Elections, State Elections, Local Elections, or Tax Allocations.
5. Click the Update button on each tab to make election changes.
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6. For this example, Federal Elections is selected.
   • Company defaults to University of Richmond, and Effective Date defaults to today’s date; edit only if necessary.
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7. Select OK.
8. Make necessary update to W-4 Data.
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9. Scroll down select I Agree checkbox and select OK.
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Add a Direct Deposit Account

1. From the Workday homepage, select the navigation Menu at the top left corner of the toolbar.
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2. Select Pay. NOTE: To add Pay in the menu App, select Menu > Add Apps > Type in Pay > click the + icon to add.
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3. Under Actions, select Payment Elections.
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4. Click Add. NOTE: If you are working remotely to access Direct Deposit election and changes, you need to connect to UR VPN.
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5. Under Preferred Payment Method:
   • Expense Payment field defaults to Direct Deposit, edit only if necessary.
   • Payroll Payment field defaults to Direct Deposit, edit only if necessary.
6. Under Account Information fill in the following:
   1. Select Account Type; for this example, Checking is selected.
   2. Type in Routing Transit Number.
   3. Type in Account Number.
   4. Type in Account Name.
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7. Select OK to save. Once the account has been added, you can use it to make payment elections.

Manage Your Payment Elections

1. From the Workday homepage, select the navigation Menu at the top left corner of the toolbar.
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2. Select Pay.
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3. Under Actions, select Payment Elections.
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4. Edit or remove bank accounts using the Edit or Remove buttons. An account can only be removed if it is no longer as payment election. Click the View button to view all the details of your account information.
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5. Click Edit in the Payment Elections section to modify a payment election.
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6. Change the Amount or Percent that is deposited into the account; or change the account that receives the balance of the payment for the type. Your organization’s payment elections policy determines what changes are allowed.
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7. Select OK to save.

View and Print Payslips

1. From the Workday homepage, select the navigation Menu at the top left corner of the toolbar.
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2. Select Pay. NOTE: To add Pay in the menu App, select Menu > Add Apps > Type in Pay > click the + icon to add.
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3. Under View, select Payslips. Please note that no historical payslip data will be available in this section.
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4. Here you can view a list of all payslips. To print, click the Print button. NOTE: To print multiple payslips, click the Print Multiple Payslips button.
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5. A pop-up message will appear, then click Notify Me Later
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6. You will receive a notification that your document is already available to view. Click the notification bell icon.
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Mobile Instructions

New Deduction

Use the Pay section of the Worker Profile to add voluntary deductions.

1. Tap your Worker Profile image.
2. Tap Pay. You may have to tap More to view additional options.
3. Tap Voluntary Deductions.
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4. Tap the + Add icon to add a new deduction.
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5. Select the type of Deduction. For this example, UR Gift is selected.
6. Enter the required information indicated in red asterisk.
7. Tap Done to save.
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Edit Deduction

Use the Pay section of the Worker Profile to update voluntary deductions.

1. Tap your Worker Profile image.
2. Tap Pay. You may have to tap More to view additional options.
3. Tap Voluntary Deductions.
4. Tap the deduction you wish to edit.
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5. Tap Edit.
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6. Make changes as necessary and tap Done to complete.

View and Print Payslips 

To print payslips:

1. Tap your Worker Profile image.
2. Tap Pay. You may have to tap More to view additional options.
3. Tap Payslips.
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4. Tap the magnifying glass icon next to a payslip date.
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5. Tap the Print button, and a pop-up message will appear that your request has been submitted.
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6. Workday will send a notification to your inbox once the process is complete. You can then view and print the payslip or save the payslip as a PDF on your mobile device.
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See Also

VPN FAQ