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Copy Withholding Orders for Workers

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This job aide outlines the various processes for a Payroll Partner to copy a withholding order from an existing order for a Worker.

Important Information

While copying a withholding order, the Workers, Proposed Company, and Withholding Order Type fields are required.

Getting Started

  1. Search for and select the Copy Withholding Orders for Workers task using the Search Bar.
  2. On the Copy Withholding Orders for Workers page, complete the following fields: Effective Date and Source Company (i.e., System Member).Copy Withholding Orders for Workers page with the effective date and source company fields highlighted for emphasis and shown as required.
  3. Select OK.
  4. In the From section, select All Workers or Workers.Note: If you select the Workers option, you must enter specific individuals. From Section of Copy Withholding Orders for Workers Page with Effective date of March 31 2022 and Texas A&M University as the Source Company and the Workers radio button selected.
  5. In the To section, complete the following fields: Proposed Company (i.e., System Member) and Withholding Order Type.The To section within copy withholding orders for workers page displaying two fields. The first field is the proposed company and the second field is the withholding order type.
  6. Select Submit.

This completes the Copy Withholding Orders for Workers process.