How You Assign and Transfer Payroll

In this procedure, you will assign and transfer the employee - Elizabeth Brown to a different payroll. To assign and transfer payroll, follow these steps.

  1. From the Navigator, select the My Client Groups link.

  2. Click the Person Management icon.

  3. In the Name field, enter Brown Elizabeth.

  4. In the Effective As-of Date field, enter 01/01/2021.

  5. Click Search.

  6. In the Search Results section, click Brown, Elizabeth.

  7. Click Manage Payroll Relationships.

  8. In the Assignment: Analyst section, on the Payroll Details tool bar, click the Actions drop-down list box and select Transfer Payroll.

  9. Click the Payroll drop-down list and select Monthly.

  10. Click Save.

  11. Click Close.