Steps: Set Up Companies for Mergers and Acquisitions (USA)

Review setup considerations for successor employer company relationships.

Security: The Set Up: Payroll (Tax Filing/W-2s) - USA
domain in the USA Payroll functional area.

When you merge or acquire companies, set up company and employee data to continue payroll and tax reporting in the new relationship.

If the predecessor company isn’t in Workday, create the company.

If the predecessor company isn’t in Workday, load its employee and payroll data into Workday.

Set up a relationship for a merger or an asset purchase.

Move workers from the predecessor company to the successor company.

(Optional) Copy the worker tax elections from the predecessor company or add them for each worker.

(Optional) Copy withholding orders from the predecessor company in bulk or for each worker.

When you process payroll, balances include the values from the predecessor company.

The

Tax Filing Periodic Data for Workers

report displays periods from the predecessor company.

Mergers: Workday W-2 reports display YTD data for all employees in predecessor and successor companies.
Workday uses payroll data for all companies in the relationship to determine withholding order limits. All withholding orders automatically carried over to the successor company.
Acquisitions: Workday:
Doesn't carry over prior withholding order limit balances.
Only carries over support orders to the successor company.

Reports and Web Services: These reports and web services include combined predecessor amounts for QTD and YTD for all employees in predecessor and successor companies:
Get Multiple Worksite Report
Multiple Worksite Report by Company
Multiple Worksite Report by Worker; For alternate acquisitions, Workday W-2 reports display combined year-to-date data for all employees in predecessor and successor companies.