Paylocity Record - Copy or Transfer Request

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Paylocity record - copy or transfer request

The Pastoral Center staff facilitates the copy or transfer of Paylocity records. When a Paylocity record is Copied – a new additional pay assignment is created at another location. When a Paylocity record is Transferred – it ends the current pay assignment and creates a new pay assignment in a new location.

Please complete the required fields on the request form below and submit. Once the copy or transfer task has been completed, notification will be sent via email.

NOTE: Once a copied/transferred record is created, it is the business manager’s responsibility to always very carefully double check the Paylocity record for accurate: Employment Type, Position, Benefit Class, Pay Rate, Pay Setup, Tax Setup, Direct Deposit, Work and Personal Email etc. A current I-9 should be requested and kept on file at the new location.

Paylocity Record – Copy or Transfer Request

Today's Date

Business Manager (submitting this request)(Required)

First Last

Email Address (for business manager submitting this request)(Required)

Enter Email Confirm Email

Contact Number (for business manager submitting this request)(Required)

Type of Request (select whether for a COPY or a TRANSFER)(Required)

COPY Record – (Employee continuing to be paid from Location A & Location B)

TRANSFER Record – (Employee leaving Location A and then being paid from Location B)

Name of employee to be copied or transferred(Required)

First Last

Paylocity Company ID Number (for the employee's current location)(Required)

Paylocity ID of employee to be copied or transferred

Effective Date of the Copy or Transfer(Required)

Receiving Location(Required)

Employment Type (select one from list below)(Required)

Position (for example: SCH Teacher, CHC Admin Staff)(Required)

Benefit Class (select one from list below)(Required)

Benefit Eligible Lay Employee

NOT BENEFIT ELIGIBLE

Benefit Eligible Religious

Life & LTD Only

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Direct Questions to:

Cheryl Engel

Benefits Administrative Analyst

513.263.5174

Mary Jones

Director of Payroll Services

513.263.3353