Example of How to Transfer Payrolls

This example shows you the most common scenario to transfer a person's payroll.

Transfer a Person's Payroll from Regular Staff Payroll to Executive Payroll

You manage Carrie Smith who's assigned to a regular payroll. Carrie needs to be moved to an executive payroll in the same position, starting one month from now. Here's how you can update Carrie's assignment record:

  • On the Manage Payroll Relationship's page, you transfer her to a payroll appropriate for an executive payroll.

  • Set the effective date to the start date of the transfer.