This job aide outlines the various processes for a Payroll Partner to copy a withholding order from an existing order for a Worker.
Copy Withholding Orders for Workers
While copying a withholding order, the Workers, Proposed Company, and Withholding Order Type fields are required.
- Search for and select the Copy Withholding Orders for Workers task using the Search Bar.
- On the Copy Withholding Orders for Workers page, complete the following fields: Effective Date and Source Company (i.e., System Member).
- Select OK.
- In the From section, select All Workers or Workers.Note: If you select the Workers option, you must enter specific individuals.
- In the To section, complete the following fields: Proposed Company (i.e., System Member) and Withholding Order Type.
- Select Submit.
This completes the Copy Withholding Orders for Workers process.