This job aid will show step-by-step instructions on how to enter and/or edit your payment elections for reimbursement purposes.
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Important: For security purposes, employees are only able to add and/or edit payment elections when they are physically located on UGA campus or a satellite campus.
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Enter Payment Election Accounts
You can enter your payment elections through the Expenses Hub.
From the UGAF@Work home page:
1. Click MENU in the top left corner.
2. Under the Personal category, select the Expenses Hub application.
3. In the navigation pane on the lefthand side, select Payment Elections.
4. Click Add.
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Note: Most users will only need one Payment Election.
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5. The Payment Election Option window displays, as shown in the images below.
6. The Expense Payments field will default to Direct Deposit.
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Important: Checks take additional processing time. For fastest reimbursement, use direct deposit
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7. The Account Type field will automatically select Checking, but if you’d prefer to receive reimbursements in a Savings account, you have the option to select that instead.
8. Enter your Routing Transit Number.
9. Enter your Account Number.
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Important: UGAF@Work cannot verify the account number of your bank account. Please verify if your information is correct.
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10. Enter your Bank Name.
11. Click OK for approval.
Edit Payment Election Accounts
In UGAF@Work, you have the ability to edit your account information and/or payment elections at any time.
From the Expenses Hub:
1. In the navigation pane on the lefthand side, select Payment Elections.
2. If you want to add, edit, remove, or view an account, you can do so in the Accounts section, as shown in the image below.
(1) Add – Add new bank account information. (Follow the same steps as above.)
(2) Edit – Edit your existing bank account information. (Follow the same steps as above.)
(3) Remove – Remove your existing bank account information. (The Delete Bank Account window will display. Click OK.)
(4) View – View your existing bank account information.
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Note: If you have set up your Payment Election (below) you cannot delete your Payment Election Account.
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Edit Payment Elections
In UGAF@Work, when you set up your Payment Election Account, it will default as the full balance payment election. You have the ability to edit your account information and/or payment elections at any time.
1. You can also edit your payment elections. In the Payment Elections section, click Edit next to the payment election you want to update, as shown in the image below.
2. The Payment Election window displays. From here, you can edit the way in which you receive reimbursement.
a. Payment Type – Choose whether you want to receive reimbursement via direct deposit or check.
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Reminder: Payments by Check will process slower than direct deposit and therefore have a delay in reimbursement.
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b. Account – If you have added more than one bank account, you can change it here.
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Note: If you only have one bank account entered, it will be the only option available.
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c. Balance / Amount / Percent – Balance is the default reimbursement setting. Each reimbursement will go to one account; you cannot split the reimbursement.
3. Click OK.