Business Process

Service Indicators

Module

Student Financials

Prerequisites

Student must be enrolled.  Student must have bank account.

Description

This Job Aid illustrates how a student sets up direct deposit.

1.

Click on [] then [] and navigate to to Self Service -> Campus Finances -> Account Inquiry…

2.

Click the “Account Services” page (tab) [].

3.

Click the “Enroll in Direct Deposit” button []

4.

Click the “Add Account” button [].

5.

Enter the appropriate bank information into the fields of the “Bank Details” section.

Click the “Next” button [

].

6.

Read the “Agreement”.  [No… really… read the Agreement.]  Once the Agreement has been read and understood, click the Agreement box [] so that a check mark appears in the box.  The check mark verifies that the student is agreeing to the terms and conditions of the agreement.

Click the “Submit” button [

].

7.

Click the “Enroll in Direct Deposit” button [].

8.

Click the “Enroll in Direct Deposit” button [].

9.

Click the “Proceed to Enroll in Direct Deposit” button [].

10.

Click the “Select Bank Account” option [] from the drop down list

Click the “Next” button [

].

11.

Read the “Agreement”. [No… really… read the “Agreement”].  Once the “Agreement” has been read and fully understood, click the box so that a check mark appears.  By check marking the box, the student is agreeing to the terms and conditions of the “Agreement”.

Click the “Submit” button [

].

12.

The student should see the following message: “Congratulations! You are now enrolled in direct deposit.”

Click the “Go to Direct Deposit Summary” button [

].

13.

End of job aid.