Request Multiple Personal or Temporary Service Payroll Transfers

Review the steps on using SIRI to download an Excel sheet to submit multiple State Personal or Temporary Service Payroll Transfer requests.

1. Log in to SIRI

2. Navigate to the Report Tab

Locate the appropriate report under the tab: either the PSR Transactions-Detail or Temporary Service-Transaction Detail.

3. Export Data to Excel

Export the transaction detail to Excel by selecting the Export/Excel option at the bottom of the report (Figure 1)

Export option in SIRI

Figure 1

4. Streamline the Excel Sheet

Delete all transaction rows in the Excel file except those you wish to transfer to another account. Consider using filters (Figure 2) on the columns to assist with this step.

Filter option in SIRI

Figure 2

5. Add One Column to List the Transfer To Account

Add one new column in the Excel file to specify the "Transfer To Account." If the expenditure posted to the wrong account and the “Transfer To Account” is not known, please include “Unknown” for the “Transfer To Account”, as shown in the sample file. (Figure 3).