Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Copy Withholding Orders for Multiple Workers (USA)

Copy Withholding Orders for Multiple Workers (USA)

  • Ensure that transferring employees have existing relationships with both the Source Company and the Proposed Company.
  • Configure the
    Copy Withholding Orders for Workers
     business process and security policy in the USA Payroll functional area.
Workday doesn't copy:
  • Fully paid debt orders (except for federal tax levy).
  • Inactive orders.
  • Orders for which the end date has passed (except for Federal, Arizona, Kentucky, and Virginia tax levies).
You can copy:
  • A withholding order from 1 company to another company only once.
  • The same withholding order from 1 company to multiple companies.
  • Withholding orders for workers from 1 company to another when:
    • Employees transfer between companies.
    • You create new company relationships.
For the
Copy Withholding Order for Worker
 business process, reviewers can:
  • Approve
  • Deny
  • Cancel
  • Rescind
Reviewers can only rescind subprocesses of the business process.
You can't rescind copied orders with an
In Progress
 or
Completed
 payroll status.
  1. Access the
    Copy Withholding Orders for Workers
     task.
  2. Enter the
    Effective Date
     and the
    Source Company
    .
    When you copy withholding orders after workers transfer, 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
    All Workers
     or enter more than 1 worker.
  4. From the
    Withholding Order Type
     prompt, select 1 or more withholding order types when there's no successor employer relationship. When a successor employer relationship exists, Workday automatically populates the withholding order types from the setup on the
    Successor Employer Company Relationship
     task. You can't add or delete them.
Workday copies:
  • Withholding orders to the Proposed Company for relevant workers who have them. The copied withholding orders retain links to the originals.
  • All the rows of amended withholding orders, including inactive rows.
  • All corresponding amendments and terminations for support orders, including those terminated before the effective date of the support order.
To view withholding order deductions in detail, including the amounts deducted for the withholding order you copied from, select
Withholding Order
View Deduction History
 from the related actions menu of the withholding order.