Issue Payroll Cards to Employees

Who can do this: HR professionals, managers, payroll administrators, and implementation consultants.

To issue a payroll card to an employee:

1. Go to People and load the record of the employee who is receiving the payroll card.
2. Click Personal > Contact Information in the sidebar, and ensure that the employee has a primary residence address and a home phone number. If either of these is missing, add it.
3. Click Payroll > Direct Deposit in the sidebar.
4. In the Payroll Cards section, click Add. 
5. Enter the following information about the payroll card:
   1. In the Effective Start field, enter or select the date that the card became active. Optionally, if there is a date after which the card will no longer be used, enter that date in the Effective End field.
   2. (Optional) In the Reason, enter the reason the employee is receiving a payroll card.
   3. In the Card Type drop-down list, select the type of payroll card: Instant Issue or Personal.
   4. In the Payroll Card Account drop-down list, select the associated account.
   5. The available options depend on the accounts created when the Comdata payroll card account was set up. See Assign Payroll Card Accounts to Organizational Units.
   5. Select the Enrollment Required checkbox, and Dayforce communicates with Comdata to link the Comdata account with the payroll card and retrieve a cardholder reference number for personal payroll cards. This isn’t mandatory, but it is strongly recommended.
   6. (Instant Issue Payroll Card Only) In the Payroll Card Number field, enter the number printed on the instant issue payroll card. This is only required if you selected Instant Issue Payroll card in the Card Type drop-down list.
   7. Leave the Cardholder Reference Number field empty. It is required for both personal and instant issue payroll cards and is populated by the application when you save the record.
   8. (Personal Payroll Card Only) In the Shipping To drop-down list, select Primary Residence or Work Location to specify the address to which the personal payroll card is shipped. This address is only used for personal payroll cards.
6. Click Save. If Dayforce cannot save the record, it displays the cause in an error message. Correct the issue and click Save again.
7. The application communicates the payroll card information with Comdata. During this time, the screen is grayed out. When it finishes, the application populates the Cardholder Reference Number field and displays a prompt to update the employee's direct deposit information.