Payroll Transfers are the movement of payroll expenses from one funding source to another.

Important Things To Know

• Payroll expenses cannot be transferred from one department to another across fiscal years.
• The system will not allow a user to transfer a check a second time while the first transfer is still in progress.
• Either the primary and secondary expense manager can approve the transaction.
• Payroll Transfers can be done for payrolls from July 1, 2010 to present.
• Transfers required for checks prior to July 1, 2010 are done via journal entry.
• Payroll transfers moving 100% of the check are done by changing the department/project on the “Transfer To” section.
• Once a payroll transfer has been created, it will no longer be available under Create – Search page. Any payroll transfer created, even if denied, will be available under View/Modify with history.
• The View/Modify page allows you to modify and resubmit.
• All lines must be approved for the payroll transfer to be processed. If any line is denied, the entire transfer is denied.
• The roles identified by the Division of Research for project approvals will have the authority to approve payroll transfers. This includes the instances where the Principal Investigators(PI) is not the Expense Manager, Project Manager or Post-Award Grant Manager.