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Record US Withholding Order for Workers

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This job aid outlines the various processes for a Payroll Partner to record a Withholding Order for an Employee.

Prerequisites

A Deduction Recipient must exist before Withholding Orders can be set up in Workday. Deduction Recipients are created by the Texas A&M University Payroll shared services office. You can refer to the reference guide Deduction Recipients for more details on how to submit a request to the TAMU Payroll office in College Station.

Important Information

  • In Workday, garnishments are referred to as Withholding Orders. Workday processes income Withholding Orders for US based bankruptcy, creditor garnishment, federal administrative wage garnishment, federal tax levies, state tax levies, student loan, support order (lump sum), support order and wage assignment.
  • Certain fields in Workday are required when recording a Withholding Order. This means you will need to have access to the relevant information to successfully complete the task. Information may pertain to the case number, order date, date received, begin date, company, amount type, pay period frequency, and total debt amount. This information can typically be sourced from the Withholding Order documentation.
  • Additional required fields will appear in Workday depending on the Withholding Order type.

 

Getting Started

Record US Withholding Order for Worker Task

  1. Navigate to the Employee’s Worker Profile and Select Actions > Payroll > Record US Withholding Order.Worker profile with the Actions menu selected and the Payroll and Record US Withholding Order options highlighted for emphasis
  2. On the Record US Withholding Order for Worker page, select an Order Type.  In this  job aid the Support Order option will be used for demonstration purposes. For specific information regarding the other Order Type options, refer to the appropriate quick link in the side menu.Record US Withholding Order Worker Page showing the Worker name field with the virtual character's name Tammy Long populated and the Order Type field that shows the drop down options such as Bankruptcy Order (USA), Creditor Garnishment (USA), Federal Administrative Wage Garnishment (USA), Federal Tax Levy (USA), State Tax Levy (USA), Student Loan (USA), Support Order (Lump Sum)(USA), Support Order (USA) and Wage Assignment (USA)
  3. Some Order Types may require that you check off whether the type of Order is an original, amended, or termination order. Select the appropriate checkbox where necessary.
  4. Select OK.
  5. In the Order Info section, fill out the following information:
    • Case Number. Located on the Withholding Order. It may be referred to as a Case ID on the Withholding Order.
    • Order Date. Date recorded on the Withholding Order.
    • Date Received. Auto-populates based on the date and time you are filling out the information.
    • Begin Date. Defaults to the Date Received.
    • Company. Auto-populates based off information that is already assigned to the worker.
    • Pay Period Amount. Located on the Withholding Order.
    • Amount Type. Located on the Withholding Order.
    • Pay Period Frequency. Auto-populates based off information that is already assigned to the worker.
    • Total Debt Amount. Located on the Withholding Order.
    • Issued In. Select the state that the support order was issued in.
    • Deduction Recipient. Select the recipient of the support withholding.Note: If the Deduction Recipient is not listed in Workday, please submit a request to the TAMU Payroll office in College Station to have one created. Refer to the reference guide Deduction Recipients for details. 
      Order Info details showing fields for case number, withholding order ID, order number, order date, date received, begin date, company, inactive order, amount type, pay period amount, amount as percent, pay period frequency, monthly limit. Company is autopopulated with Texas A&M University System Offices and the Pay Period Frequency is autopopulated with Monthly. The Date received and Begin Date has autopopulated to the current date
  6. Enter any additional information, as needed.
  7. Enter the Order Details, Order Fees, and Attachments, as needed.
  8. Select OK. The screen updates and displays all the information you have selected for verification purposes.

The withholding order is now available to be viewed on the Withholding Orders page for the employee. This completes the Record US Withholding Order for Worker process.

Order Types

Below are some examples of the specific fields required for different order types. Navigate to the order type that you need and follow the instructions provided. These instructions should be followed after step 4 of the initial procedure.

Bankruptcy Order

  1. Select the name of the Deduction Recipient.Issued In and Deduction Recipient FieldsNote: If the Deduction Recipient is not listed in Workday, please submit a request to the TAMU Payroll office in College Station to have one created. Refer to the Deduction Recipients job aid for more details.
  2. Enter any additional information, as needed.
  3. Scroll down and enter Order Fees, Attachments and Withholding Frequency, as needed.Order Fees, Attachments and Withholding Frequency tabs with order fees selected

Creditor Garnishment

  1. Select the state the Order was Issued In from the drop down menu.
  2. Select the name of the Deduction Recipient.
  3. Enter the Creditor Garnishment Type.Issued In , Deduction Recipient Fields and Creditor Garnishment Type fields called outNote: If the Deduction Recipient is not listed in Workday, please submit a request to the TAMU Payroll office in College Station to have one created. Refer to the Deduction Recipients job aid for details. NEVER create a Deduction Recipient in Workday.
  4. Enter any additional information, as needed.
  5. Scroll down and enter the Order Fees, Attachments and Local Minimum Wage as needed.Order Fees, Attachments and Local Minimum Wage tabs

Federal Administrative Wage Garnishment

  1. Enter the name of the Deduction Recipient.Issued In shows federal and the Deduction Recipient field is called out
  2. Enter any additional information, as needed.
  3. Enter the Order Fees and Attachments, as needed.Order Fees and Attachments tabs with order fees selected

Federal Tax Levy

  1. Select the name of the Deduction Recipient.
  2. Enter Part 3 Effective Date. Refer to Form 668-W for details.Issued In shows federal and the Deduction Recipient field is called out as well as the Part 3 Effective Date field
  3. Enter any additional information, as needed.
  4. Scroll down and enter the Persons Claimed as Personal Exemptions, Order Fees, Attachments and Restrictions for Disposable Earnings, as needed.

State Tax Levy

  1. Select the state the Order was Issued In.
  2. Select the name of the Deduction Recipient.Issued In shows federal and the Deduction Recipient field is called out
  3. Enter any additional information, as needed.
  4. Scroll down and enter the Persons Claimed as Personal Exemptions, Order Fees, Attachments and Local Minimum Wage, as needed.Persons Claimed as Personal Exemptions, Order Fees, Attachments, Local Minimum Wage tabs

Student Loan

  1. Issued In defaults to Federal. Make any changes as needed.
  2. Select the name of the Deduction Recipient.Issued in field with Federal autopopulated and the Deduction Recipient field called outNote: If the Deduction Recipient is not listed in Workday, please submit a request to the TAMU Payroll office in College Station to have one created. Refer to the reference guide Deduction Recipients for details.
  3. Enter any additional information, as needed.
  4. Scroll down and enter the Order Fees and Attachments, as needed.Order Fees and Attachments tabs with order fees selected

Support Order (Lump Sum)

  1. Select the state the Order was Issued In.
  2. Select the name of the Deduction Recipient.Issued in field with Federal autopopulated and the Deduction Recipient field called outNote: If the Deduction Recipient is not listed in Workday, please submit a request to the TAMU Payroll office in College Station to have one created. Refer to the reference guide Deduction Recipients for details.
  3. Enter any additional information, as needed.
  4. Scroll down and enter the Children Supported details as needed.Children Supported Details showing rows for Child's Name (Last, First, MI) and Child's Birth Date
  5. Scroll down and enter the Order Details, Order Fees and Attachments, as needed.tabs for order details, order fees and attachments displayed and order details selected

Wage Assignment

Wage Assignment

  1. Select the state that the Order was Issued In.
  2. Select the name of the Deduction Recipient.Issued in and Deduction Recipient fields called out
  3. Enter any additional information, as needed.
  4. Enter the Order Fees and Attachments, as needed.Order Fees and Attachments tabs with order fees selected
  5. Select OK.