Set Up Custom Help Text for Payment Elections

Security:

Set Up: Payment Election
domain in the Expenses functional area.

Set Up: Payroll (Payment Election Rules)
domain in the Core Payroll functional area.

Set Up: Payroll Interface
domain in the Payroll Interface functional area.

You can configure help text for payment elections tasks, reports, and groups of tasks and reports to enable employees to provide accurate information.

Groups contain tasks and reports that provide the same functionality, but which may differ in who can use them, what they're called, and how you access them. When you configure help text for a group, it applies to all tasks and reports in the group. A group may contain both administrator and employee self-service tasks and reports. See Reference: Payment Elections Tasks, Reports, and Groups for Help Text Configuration.

You can replace the Workday default help text for all countries or for specific countries. You can also customize your help text using:

Rich text formatting, such as bold and hyperlinks.

Translations that are configured in your production tenant.

Access the

Maintain Payment Elections Help Text

task.

Complete the

Country-Specific Help Text

tab:

Option	Description
Country	You can only select a country once, but you can add multiple help text configurations for each country. Workday displays country-specific help text based on the worker's default country for payment elections, not the bank account country. Example: You configure different help text for France and the UK for the Add My Elections employee self-service task. When a worker has a default country of France but their bank account is in the UK, the help text for France displays.
Tasks, Reports, and Groups	Select any tasks, reports, or groups for which you want to replace any Workday default text or any general help text you have configured for these tasks, reports, or groups.
Text	Workday recommends that you review your text for any sensitive or confidential information. You can edit and delete custom help text. You can also change the tasks or reports displaying a configured help text. When you delete custom help text for a task, report, or group, the Workday default text displays.

Complete the

General Help Text

tab:

Option	Description
Tasks, Reports, and Groups	When you configure general help text for tasks, reports, or groups, it replaces the Workday default help text. When you have configured country-specific help text for the same tasks, reports, or groups, the country-specific help text replaces the general help text for the specified countries only. Example: You configure help text for Add Account (Group) and country-specific help text for Add Account (Group) for Germany. The country-specific help text displays for workers whose default country for payment elections is Germany; otherwise, the general help text displays.
Bank Account Lockout Help Text	Specify the help text to display on the lockout screen when a worker is unable to verify their bank account. The lockout screen and this text only display when you select the Bank Account Verification for Payment Elections check box on the Edit Tenant Setup - Financials task. If you leave this field blank, Workday displays a default message.
Text	Ensure the instructions you provide are relevant to all the countries in your tenant, excluding any countries for which you've configured country-specific help text for the same tasks, reports, and groups.

Access the

View Payment Elections Help Text

report to view your custom help text. Workday recommends that you review your custom help text periodically to ensure accuracy and security.