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

Select date MM slash DD slash YYYY
Business Manager (submitting this request)(Required)
Email Address (for business manager submitting this request)(Required)

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

Name of employee to be copied or transferred(Required)

Select date MM slash DD slash YYYY
Employment Type (select one from list below)(Required)
Benefit Class (select one from list below)(Required)

Direct Questions to:

Cheryl Engel

Benefits Administrative Analyst
513.263.5174

Mary Jones

Director of Payroll Services
513.263.3353