Bank Connect for Workday

Workday Admin Guides

• Bank Statements Configuration Prerequisites

  • Share Integration Credentials
  • Configure Integration Security for Information Reporting
  • Configure Bank Accounts for Information Reporting

• Payments Configuration Prerequisites

  • Configure Integration Security for Payments
  • Configure Payments Capabilities
  • Configure Bank Accounts for Payments
  • Share Integration Credentials

• Activate Bank Connect in Workday

  • Link Users & Accounts
  • Configure SSO Access to the Bank Connect Dashboard

• Identity, Authorization, & Entitlements

  • Disconnect Bank Connect
  • Activate Bank Connect Administrator Account
  • Identity, Authorization, & Entitlements
  • Understanding Entitlements
  • Update Users, Accounts, & Entitlements

• Bank Connect Release Notes

  • Bank Connect for Workday v2026.10 | October 15, 2026
  • Bank Connect for Workday v2026.07 | July 9, 2026