Test Payroll Card Setup

After you have done the initial configuration for using payroll cards, but before you pay employees with the payroll cards, you can test whether you have set up the payroll cards correctly when you are assigning a payroll card to an employee in the Payroll > Direct Deposit screen of People. There are two methods for testing payroll card setup: 

• When issuing payroll cards to employees
• When using a workflow to request a payroll card

When Issuing Payroll Cards to Employees

To test the setup for a payroll card:

1. Go to People, open the employee profile, and click Payroll > Direct Deposit.
2. In the Payroll Cards section, click Add.
3. Select the Enrollment Required checkbox. This requires Dayforce to contact Comdata for verification and for a cardholder reference number.
4. Set the rest of the parameters (such as card type and card number) as required.
5. Click Save. If something causes the issue payroll card process to fail, the error messages are displayed at the top of the screen with details about what is preventing the process from finishing. Correct the cause of the error or errors listed there, and click Save again.

When Using a Workflow to Request a Payroll Card

You can use a workflow that uses the Request Payroll Card form to test whether you have set up the payroll card correctly. This task assumes that you have set up a workflow to use the Request Payroll Card form that you can launch from People.

To test the setup for a payroll card using workflow:

1. Go to People, open the employee profile, and click Forms > Request Payroll Card. Dayforce opens the Request Payroll Card form.
2. In the Payroll Card Account drop-down list, select an account and then complete the rest of the required information.
3. Click Submit.
4. Go to Workflow Administration > Workflow Management.
5. Verify if any approvals are needed and provide them.
6. In the History section, with the End node of the workflow selected, view the messages.

The workflow will contact Comdata for verification and, if necessary, a reference number. If any issue causes the workflow to fail because of an incorrect payroll card setup, an error message appears in the History section, as in the following screenshot: