Expense Payment Election

Step 1: From the Benefits and Pay application, navigate to the Overview tab.

Step 2: Under Tasks and Reports, click Payment Elections.

Step 3: The Payment Elections page displays.

Edit Payment Elections

Step 1: From the Payment Elections page, any payment elections that have been previously added will display in the Payment Elections table.

Step 2: A payment election is required for each Pay Type:

Payroll Payment: This is your normal take-home pay.
Expense Payments: This includes reimbursements for any company-related expenses you incurred at a personal cost.

Step 3: Click the Edit button next to the applicable Pay Type (Payroll Payment or Expense Payments) to designate how you would like to receive the payments.

Step 4: In the Payment Elections table, click the Plus icon to add a new payment election. Click the Minus icon to remove a payment election.

Step 5: When adding a payment election, fill out the following fields:

A) Country: Defaults to United States of America

B) Currency: Defaults to USD

C) Payment Type: Select Direct Deposit or Check.

Note: For expense reimbursements only, employees have the option to select "Check" here.

D) Account: Select the Account the payment will be deposited into (applicable to Direct Deposit only).

Note: If using direct deposit as the Payment Type, an account must be set up prior to this step. Please review the section of this job aid titled Manage Payment Accounts to add a bank account.

E) Balance/Amount/Percent: Select the radio button next to the option desired in terms of how much of the paycheck you want deposited into the account(s). This does not apply to expense reimbursements, which only have the "Balance" option.

a) Balance: The entire balance of the paycheck will be deposited into the account.

b) Amount: A specific amount of the paycheck will be deposited into the account.

c) Percent: A specific percent of the paycheck will be deposited into the account.

Note: If the Amount or Percent options are selected, they must add up to 100% of the paycheck amount. Otherwise, you will receive an error.

Step 6: Click OK.

Step 7: The new payment elections will display on your Payment Elections page.