View or Update Direct Deposit or Tax Withholding Information

#Add, Update, or View Direct Deposit Information Section

Important Note

Steps 1–3 of this job aid must be completed to receive direct deposit payments. If there is no payment method setup, the system will default to a paper check.

Step 1: Open Payment Methods

From the Pay module, select the Payment Methods graphic link to define and prioritize salary payments details, such as payment type, payment amount, and bank account details.

Step 2: Add a Bank Account

To add a direct deposit account, select the +Add button in the Bank Accounts section.

Input the applicable information in the following fields:

• Account Number: Type in your account number. If unknown, call your bank for support. 
• Account Type: From the drop down field, select either Checking, Money Market or Savings.
• Routing Number: Type in your routing number. If unknown, call your bank for support. 

Select Save.

Step 3: Update Preferred Payment Methods

A preferred payment method is required in order for your funds to be deposited into your bank account. If there is no payment method setup, the system will default to a paper check.

To add a preferred payment method, select the +Add button on the right-hand side of the My Payment Methods section.

• What do you want to call this payment method? Enter a nickname for the payment method
• Payment Type: Select Direct Deposit from the drop-down list. If you have a different preferred payment method, please contact Human Resources.
• Bank Account: Select the appropriate Bank Account

Select Save.

Step 4 (optional): Add Additional Payment Methods and Allocate Payment Amount

To add additional payment methods, repeat step 3.

If you have multiple payment methods you will see an additional field to select the Payment Amount that you want to be deposited into the specific account in either a dollar Amount or a Percentage.

Update and Existing Bank Account

To update an existing bank account, select the Edit link on the right hand side of the applicable bank account.

Update the information as applicable then select Save.

• Note: In this screen, you will find a checkbox to indicate if an account is Active. Unchecking this box will indicate that the account is inactive.

Update Preferred Payment Methods

To update your preferred payment methods, select the Edit icon on the right hand side of the applicable bank account.

Update the information as applicable then select Save.

• Note: If you would like to permanently remove a payment method, select the Delete button.

What’s next?

Once you’ve added your preferred payment method, you will receive direct deposits into the account(s) you’ve set up.

Important Note

Consult with a licensed tax professional for any tax-related questions.

Step 1: Open Tax Withholding

From the Pay module, select the Tax Withholding graphic link to update your federal and state income tax withholding. Check this information when your personal or financial situation changes.

Step 2: Review the Information

Locate the applicable income tax withholding to review.

ProTip!

Select the hyperlinked Form Name to open the applicable W-4 Employee’s Withholding Allowance Certificate form in another browser window.

Step 3: Update Income Tax Withholding

To update your income tax withholding, select the Edit button (pencil icon) to the right-hand side of the applicable form name.

Update the applicable fields.

Step 4: Check the ‘I Agree’ box

Select the checkbox next to ‘I Agree’ to verify accurate information.

Step 5: Save Changes

Select the Save button to save changes.

What’s next?

Your information will be updated according to the changes made.