---
schema_version: "1"
id: 71bddb4d5d84e8d470c8b180dc2049cd584eaf281ba7a976f55f9d5ed8d06182
title: Create a Service Process to View and Update Direct Deposit Details
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/es_create_service_process_update_direct_deposit.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.es_create_service_process_update_direct_deposit.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cf036594e833cf9c90d8761ae48fc18b018dde06ad835bada63e6b84e6c3d2f9
description: Your employees can use this service process to view, verify, and update the direct deposit details of the bank account where they receive payments and reimbursements from their organization. Create this service process to streamline the payroll process and ensure compliance with labor laws and regulations. This service process is available only if you use Workday for managing direct deposits.
products:
  - Service Cloud
release: "264"
---
# Create a Service Process to View and Update Direct Deposit Details

Your employees can use this service process to view, verify, and update the direct deposit details of the bank account where they receive payments and reimbursements from their organization. Create this service process to streamline the payroll process and ensure compliance with labor laws and regulations. This service process is available only if you use Workday for managing direct deposits.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d105247e58">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d105247e58 ">To open, edit, or create a flow in Flow Builder</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d105247e58 ">Manage Flow</td>

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With this service process, your employees can view and update these direct deposit details.

- Account Holder Name
- Account Nickname
- Account Number
- Account Type
- Bank Identification Number
- Bank Name
- Country Code
- Currency Code
- Deposit Type
- Distribution Value
- Percentage
- Routing Number

#### See Also

- [Unified Catalog](https://help.salesforce.com/s/articleView?id=ind.unified_catalog_intro.htm&language=en_US)

## Create a Service Process and Add Attributes

1. From the App Launcher, find and select **Unified Catalog**.
2. From the sidebar, click **Services**.
3. Click **New Service**.
4. Click **Service Process**, and then click **Next**.
5. Enter a name for the service process.
6. Save your changes.
7. Click **Next**.
8. In the Attribute Canvas section, add attributes to the service process.
    
    These attributes are applicable to only the US region.
    
    | Name | Data Type | Parent Attribute |
    | --- | --- | --- |
    | accountNickname | Text | paymentElections |
    | accountNumber | Text | paymentElections |
    | accountType | Text | paymentElections |
    | bankAccountNickname | Text | paymentElections |
    | bankCurrencyCode | Text | paymentElections |
    | bankIdNumber | Text | paymentElections |
    | bankName | Text | paymentElections |
    | countryCode | Text | paymentElections |
    | currencyCode | Text | paymentElections |
    | distributionType | Text | paymentElections |
    | distributionValue | Text | paymentElections |
    | iBan | Text | PaymentElections |
    | nameOnAccount | Text | paymentElections |
    | order | Text | paymentElections |
    | paymentElections | ListOfMap |   |
    | paymentType | Text | paymentElections |
    | paymentTypeGroupName | Text | paymentElections |
9. Click **Next**.
10. Save your changes.

## Configure the Intake Form

1. In Setup, find and select **Flows**.
2. Click **New Flow**.
3. In the Screen category, click **View All**.
4. In the Templates section, click the **Update Direct Deposit Details** template.
5. Update the value of the NamedCredential variable.
6. In the Create Service Request Case element, select a dynamic invocable action by searching with the name or the ID of the service process you created.
7. For the Payment Elections input of the action, pass the updatedPaymentElections Apex collection as an input.
8. Click **Save as New Flow**, and activate the flow.

## Create an Integration Definition

Before creating an integration definition, [enable the Workday Payment Allocation integration app in the org](https://help.salesforce.com/s/articleView?id=service.es_enable_direct_deposit_payment_allocation.htm&language=en_US). When you create the integration definition, use the named credential that's created for the enabled integration instance. To create the integration definition, use the Apex class sfdc\_employee\_service.PaymentAllocationIntegration. See [Create an Integration Definition](https://help.salesforce.com/s/articleView?id=ind.consumption_framework_integration_definitions.htm&language=en_US).

## Attach the Intake Form

1. From the App Launcher, find and select **Unified Catalog**.
2. From the sidebar, click **Services**.
3. Click the service process you created.
4. In the Intake Form screen, click **Attach an Existing Form**.
5. Select **Screen Flow**, and then click **Next**.
6. Select the flow you configured, and then click **Next**.
7. Save your changes, and click **Activate**.

## Add the Service Process to a Catalog

Select an existing catalog or create a new catalog.

1. From the Unified Catalog navigation menu, click **Catalogs**.
2. Click **New**.
3. Enter the required information, and select **Service Process** as the catalog type.
4. Save your changes.
5. In the Categories section, click **New Category**.
6. Enter the required information, and save your changes.
7. In the Categories section, click the category you created.
8. Click **Add**, and select **Existing Products and Services**.
9. Select the service process you created, and save your changes.

## Configure the Unified Catalog Component

1. From Setup, in the Quick Find box, enter All Sites, and then select **All Sites**.
2. Next to the name of your Employee Portal site, click **Builder**.
3. From Home, click **Service Catalog** in the builder page menu.
4. In the builder canvas, delete the **Employee Portal Service Catalog** component.
5. From the Components pane, drag the Unified Catalog component onto the content section of builder canvas.
6. In the Unified Catalog pane, enter the record ID.
    
    The Record Id field is populated with {!recordId} by default. If you add the Unified Catalog component to catalog pages and want the Record Id value to be automatically populated at runtime based on the user-selected catalog, retain {!recordId} as the value. If you add the component to any other page, enter the unique ID of a catalog in the Record Id field. See [Locate the Unique ID of a Record in Salesforce](https://help.salesforce.com/s/articleView?id=000385008&language=en_US&type=1).
7. In the Unified Catalog pane, type custom titles in the Component Title and All Services Tab Title fields.
    
    To configure other fields, see [Customize the Product-Browsing Experience](https://help.salesforce.com/s/articleView?id=ind.product_catalog_customize_products_list_view.htm&type=5&language=en_US).