Steps: Set Up Payment Elections

Set up settlement, including payment types. See Steps: Set Up Settlement

Set up currencies. See Steps: Set Up Currencies

Assign pay groups to users for Payroll or Payroll Interface.

You can define rules and set options for your payroll payment elections. Based on your defined payment elections and rules, you and people who are eligible for self-service payment elections can select from the enabled payment types, countries, and currencies.

Maintain Payment Election Rules.

Define choices for employees receiving payments.

(Optional) Access the

Edit Tenant Setup - Global

task.

To pay workers in more than 1 country and currency, enable countries for self-service payment elections.

In the

Other

section, select the countries you want to enable from the

Self Service Payment Election Countries

prompt.

See: Reference: Edit Tenant Setup - Global Reference: Edit Tenant Setup - Global

Security: Set Up: Tenant Setup - Global
domain in the System functional area.

(Optional) Access the Edit Tenant Setup - Financials
task to enable Bank Account Verification
, which adds an extra layer of security for payment elections.

(Optional) Define Payment Election Options.

Set Up Payee Bank Account Validation Overrides.

Set up the Payment Election Enrollment Event
business process.

(Optional) To include prenote verification for bank accounts, you can:

Add a service step before the completion step, and

Specify

Prenote of Worker Bank Accounts if New or Changed

See Steps: Configure Business Process Definitions.

See Edit Business Process Security Policies

Configure security on the Manage Payment Elections
initiating action step.

Add these security groups:

Employee as Self

Pre-Employee as Self

Activate Pending Security Policy Changes

(Optional) On the Onboarding
business process, add Manage Payment Elections
as an action step.

See Steps: Set Up Onboarding Business Process.

(Optional) On the Hire
business process, add Manage Payment Elections
as an action step.

To add a payment elections subprocess to Hire
, you must opt in to the redesign of the

Hire Details

page of the

Hire Employee

task:

Access the

Maintain Feature Opt-Ins

report.

Opt in to the

Hire Employee Redesign & Consolidated Experience

. You must opt in to this feature to add the Manage Payment Elections
step, even when you don't plan to configure a consolidated template for Hire
.

To ensure you can add payment elections that you can use in payroll, add the Manage Payment Elections
step after the Assign Pay Group
and Completion
steps on the business process definition. See Steps: Set Up Hire.

(Optional) Set Up Custom Help Text for Payment Elections

You can create a unique message that displays when a user is locked out. For example, you can include contact information for your security or payroll department in the help text.

(Optional) Access the Maintain Custom Help
task to create a unique help text that displays for various payment election tasks and screens:

You can also customize payment election help text for the lockout screen when you enable Bank Account Verification
.

Setup Considerations: Payment Elections

Steps: Set Up Currencies

Reference: Edit Tenant Setup - Global