Employee Direct Deposit Management

A subagent of the Agentforce HR Service Agent template that lets an employee fetch and update their existing direct deposit details in a connected external HR system through agent actions that call a custom Mule application.

Recorded characteristics

Function

Salesforce documents the Employee Direct Deposit Management subagent (API name EmployeeDirectDepositManagement) as handling "employee actions related to fetching or updating direct deposit details". It is included in the Agentforce HR Service Agent template and listed among the "Standard Subagents Requiring Custom Integration", whose underlying tools "require a third-party system integration (such as Workday or SAP SuccessFactors) through a custom Mule application". Its included agent tools are Get Direct Deposit Details ("Employees use this action to fetch their direct deposit details") and Update Direct Deposit Details ("Employees use this action to update their direct deposit details"). Salesforce states that in this subagent "you can't delete direct deposit details" and that "you can only update existing direct deposit account details. You can't set up a direct deposit account or delete an existing account." Both actions are Standard actions whose reference action type is Flow; neither is documented as running a prompt template.

Data access

Salesforce documents the Get Direct Deposit Details action as taking a Named Credential input and returning "Direct Deposit Details, Status Message, Response Code"; it does not enumerate the individual fields returned. Documented example utterances are employee-scoped ("Get my bank account details", "Which bank account is linked to my payroll direct deposit?"), and the subagent and action descriptions consistently say "their direct deposit details"; manager or third-party access is not documented for this subagent. The Update Direct Deposit Details action takes a Product ID and a Direct Deposit Request and returns a Response Message and Anchor Number. A separate Salesforce article, "Create a Service Process to View and Update Direct Deposit Details" (available "only if you use Workday for managing direct deposits"), lists fields an employee can view and update through that Unified Catalog service process: 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. The subagent setup requires supplying the Unified Catalog Product2 ID that links to such a service process, but Salesforce does not restate that field list as the field scope of the agent actions themselves.

Actions

Can take actions

External actions

Yes

Human confirmation

Not established

Permission basis

Mixed

Administrative control

The subagent and its actions form part of the Agentforce HR Service Agent template, created and configured by an administrator in Setup (Agentforce Agents, "Create from a Template"). Prerequisites are to "set up Einstein Generative AI, enable Agentforce, and set up Einstein Trust Layer". Building and managing HR Service agents requires Manage Agentforce Service Agents AND Manage AI Agents, OR Customize Application; enabling agents requires Manage AI Agents AND Employee Service: Agentforce, OR Customize Application. The subagent page carries the notice: "This topic contains potentially sensitive actions. To use this topic, customize this action according to your business's security requirements." Setup requires replacing a Named Credential placeholder for the Mule application connected to the HR system, and a Unified Catalog Product ID. Salesforce trust guidance for Agentforce actions states that agents serving employee channels limit access based on the end user's context, and recommends assigning agents the minimum user permissions required and building identity confirmation and access control into the flow of sensitive actions. No confirmation toggle, threshold, spend limit or audit feature specific to this subagent is documented.

Default state

Disabled

Availability

The Update Direct Deposit Details action page states "Available in: Lightning Experience" and "Available in: Unlimited Edition with Employee Service". The HR Service agent template article states that the template "is available with Agentforce Employee Agent (AEA)". The subagent is listed under standard subagents requiring custom integration with a third-party system such as Workday or SAP SuccessFactors via a custom Mule application. No beta, pilot, preview or general-availability stage statement was found on the pages reviewed.

Licensing

Documented requirements: Unlimited Edition with Employee Service, Agentforce Employee Agent for the HR Service agent template, Einstein Generative AI and Einstein Trust Layer set up, Agentforce enabled, and a custom Mule application integrating the third-party HR system. No consumption or credit model specific to this subagent is documented on the pages reviewed.

External model or provider

Not established

Limitations and uncertainty

Model and provider are not established for this capability: Salesforce documents models for Agentforce agents generally, but no reviewed page states the model used by this subagent. Writable fields are not enumerated: Salesforce says only that existing direct deposit account details can be updated and that accounts cannot be created or deleted; the Workday service-process field list is documented for that service process, not restated for the agent action. Human confirmation is not established: Salesforce recommends configuring the agent to confirm the requester's identity before completing the action, which is guidance to customers rather than a documented required or configurable confirmation step. Execution boundary: the subagent invokes Flow-based standard actions that reach the external HR system through a custom Mule application; Salesforce does not describe the language model writing directly to the payroll system, and does not detail how the Mule application authenticates beyond the Named Credential placeholder. Provider boundary: the separately documented Paychex Direct Deposit Management subagent (PaychexDirectDepositManagement, actions Get Worker Direct Deposits and Update Worker Direct Deposit) fetches account number, account type, routing number, payment type, value, priority and start date, and updates the value or payment type; that detail belongs to the Paychex subagent and is not attributed to this capability or generalised to Workday or SAP SuccessFactors. Scope boundary: the Employee Payroll Management subagent (pay periods, paycheck records, pay variance explanation, discrepancy reporting) is separate and not covered here. Payment boundary: updating direct deposit instructions is not payroll calculation, payroll approval, payroll issuance, money movement or bank-transaction initiation, none of which Salesforce documents for this subagent.

Evidence

• Employee Direct Deposit Management Subagent

  Supports: Function · Actions · External actions · Permission basis · Admin controls · Default state · Primary source

  Subagent API name EmployeeDirectDepositManagement; handles fetching and updating direct deposit details; cannot create or delete accounts.

  Only existing direct deposit account details can be updated; setup and deletion of accounts are excluded.

  Setup requires a Named Credential connecting the Mule application to the external HR system.

  Runtime access to the external system flows through a configured Named Credential for the Mule application rather than the employee credentials alone.

  Sensitive-action notice instructing administrators to customise the topic to their security requirements, plus Named Credential and Product ID configuration.

  Subagent requires custom integration setup, Named Credential replacement and a Unified Catalog product before use.

• Agentforce HR Service Subagents

  Supports: Function · External actions · Limitations · Primary source

  Listed among standard subagents requiring custom integration with Workday or SAP SuccessFactors through a custom Mule application.

  Underlying tools require a third-party system integration such as Workday or SAP SuccessFactors through a custom Mule application.

  Employee Payroll Management is a separate subagent covering pay periods, paycheck records and pay variance, outside this capability.

• Agentforce HR Service Actions

  Supports: Function · Actions · General · Primary source

  Get, Update and Submit Direct Deposit Details are listed as HR Service agent actions in the custom-integration group.

  Update and Submit Direct Deposit Details are documented as actions that change direct deposit details.

  Documentation distinguishes custom-integration HR actions from recommended no-code MuleSoft Flow Connector actions.

• Get Direct Deposit Details Action

  Supports: Function · Human confirmation · Limitations · Primary source

  Get Direct Deposit Details is a standard action with Flow as its reference action type.

  Salesforce recommends configuring the agent to confirm the requester identity before completing the action; no required confirmation step is documented.

  Get action outputs are described only as direct deposit details, status message and response code, without a field list.

• Update Direct Deposit Details Action

  Supports: Function · Data access · Human confirmation · Availability · Licensing · Primary source

  Update Direct Deposit Details is a standard action with Flow as its reference action type.

  Update action inputs are a Product ID and a Direct Deposit Request; outputs are a response message and anchor number.

  Same identity-confirmation recommendation appears on the update action page, stated as a recommendation rather than an enforced control.

  Available in Lightning Experience and in Unlimited Edition with Employee Service.

  Edition and Employee Service licensing statement for the update action.

• Create a Service Process to View and Update Direct Deposit Details

  Supports: Data access · Limitations · Primary source

  Workday-only service process lists the direct deposit fields an employee can view and update through the Unified Catalog product referenced in subagent setup.

  Field list applies to the Workday-only service process and is not restated as the agent action field scope.

• Create an HR Service Agent from a Template

  Supports: Data access · Permission basis · Admin controls · Default state · Availability · Licensing · Primary source

  HR Service template description of Direct Deposit Management covering payment elections, allocations and currency preferences.

  Administrator permissions required to build and enable HR Service agents are documented separately from employee use.

  Template creation in Setup, Einstein Generative AI, Agentforce and Einstein Trust Layer prerequisites, and the specific administrator permission sets.

  Agent must be created from the template, configured and enabled by an administrator before it is available.

  HR Service agent template is available with Agentforce Employee Agent.

  Agentforce Employee Agent requirement and Einstein and Agentforce prerequisites for the template.

• Maintain Trust with Agentforce Actions

  Supports: Human confirmation · Permission basis · Admin controls · Primary source

  Trust guidance recommends building identity confirmation into the flow of sensitive actions.

  Employee-channel agents limit access to subagents and actions based on the end user context; administrators should assign minimum permissions.

  Guidance on minimum permissions and access control for agent actions.

• Paychex Direct Deposit Management Subagent

  Supports: Limitations · Primary source

  Paychex Direct Deposit Management is a separate provider-specific subagent whose field-level read and update behaviour is not attributed to this capability.