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Administrator Guide
Last Updated: 2023-06-23
Copy Withholding Orders for a Worker (USA)

Copy Withholding Orders for a Worker (USA)

  • Configure the
    Copy Withholding Orders for Worker
     business process and security policy in the USA Payroll functional area.
  • The employee must have existing relationships with both the
    Source Company
     and the
    Proposed Company
    .
Copy a worker withholding order from 1 company to another when:
  • An employee transfers between companies.
  • New company relationships were created.
Workday copies IWO deduction history and balances for a worker across companies in these relationships:
  • Single Legal Entity
  • Successor Employer
When a worker transfers from 1 company to another and no company relationship exists, Workday doesn't copy deduction history or balances or apply limits. In this case, we anticipate that you'll request a new order from the courts.
  1. From related actions menu of the worker, select
    Payroll
    Copy Withholding Orders for Worker
    .
  2. Select the
    Effective Date
     and the
    Source Company
    .
    If you copy withholding orders after you transfer a worker, enter the transfer date as the effective date. An effective date that is after the transfer date has no orders to copy, because the worker is no longer associated with the source company.
  3. Select the
    Proposed Company
     (the company to which you're copying the orders).
  4. Select the withholding orders to copy.
  • Workday copies the withholding orders you selected into the proposed company. Workday copies all the rows of amended withholding orders, including inactive rows.
  • The copied withholding order displays the case number that it's
    Copied From
     and the
    Copied From Date
    .
View withholding orders for a worker in the
Pay
 section of their worker profile.
If you update an original withholding order that has already been copied, Workday doesn't update the copy.