How do I assign and transfer payrolls?

Start on the Home page.

Hello my name is Mike. In this tutorial I’ll show you how to assign or transfer a person to a payroll. I’m signed in as a payroll administrator. I need to transfer one of our employees to a new payroll. I can use the same steps to assign someone to a payroll and transfer someone to a different payroll.

Click My Client Groups.

Click Payroll.

Click the Payroll Relationships link.

I want to transfer Elizabeth Brown to a different payroll.

In the Search field click the Advanced Search link.

It’s very important I set the correct effective date. The effective date of Elizabeth’s payroll assignment determines whether she’ll be paid and paid correctly. In this case, I’ll make the effective date the first day the year.

In the Person Name field, enter Elizabeth Brown.

In the Effective As-of Date field, enter 1/1/2022.

Press Enter.

Now that I’ve found Elizabeth, I’ll take a look at her payroll relationships.

Click the Elizabeth Brown link.

I’m going to change Elizabeth’s payroll assignment. She’s going to be transferring to the monthly payroll.

In the Payroll Association section, click Transfer.

In the Payroll Name field select Monthly.

In the Start Date field, enter 4/22/2022.

I’ll save this change, and Elizabeth will be all set.

Click Save.

This concludes the Assigning or Transferring Payroll Assignment tutorial. Thanks for watching.