<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=us-ascii">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:#0563C1;
text-decoration:underline;}
p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph
{mso-style-priority:34;
margin-top:0in;
margin-right:0in;
margin-bottom:8.0pt;
margin-left:.5in;
mso-add-space:auto;
line-height:105%;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst
{mso-style-priority:34;
mso-style-type:export-only;
margin-top:0in;
margin-right:0in;
margin-bottom:0in;
margin-left:.5in;
mso-add-space:auto;
line-height:105%;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle
{mso-style-priority:34;
mso-style-type:export-only;
margin-top:0in;
margin-right:0in;
margin-bottom:0in;
margin-left:.5in;
mso-add-space:auto;
line-height:105%;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast
{mso-style-priority:34;
mso-style-type:export-only;
margin-top:0in;
margin-right:0in;
margin-bottom:8.0pt;
margin-left:.5in;
mso-add-space:auto;
line-height:105%;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
span.EmailStyle20
{mso-style-type:personal-reply;
font-family:"Calibri",sans-serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
/* List Definitions */
@list l0
{mso-list-id:726881578;
mso-list-template-ids:-189211712;}
@list l0:level2
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:1.0in;
mso-level-number-position:left;
text-indent:-.25in;}
@list l1
{mso-list-id:1048185008;
mso-list-template-ids:-512592124;}
@list l2
{mso-list-id:1211920723;
mso-list-template-ids:-1449766448;}
@list l2:level1
{mso-level-start-at:3;
mso-level-tab-stop:.5in;
mso-level-number-position:left;
text-indent:-.25in;}
@list l2:level2
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:1.0in;
mso-level-number-position:left;
text-indent:-.25in;}
@list l3
{mso-list-id:1273823901;
mso-list-template-ids:48900258;}
@list l3:level2
{mso-level-start-at:3;
mso-level-number-format:alpha-lower;
mso-level-tab-stop:1.0in;
mso-level-number-position:left;
text-indent:-.25in;}
@list l4
{mso-list-id:1358307914;
mso-list-type:hybrid;
mso-list-template-ids:562226220 453294100 67698713 67698715 67698703 67698713 67698715 67698703 67698713 67698715;}
@list l4:level1
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
mso-ascii-font-family:Calibri;
mso-fareast-font-family:Calibri;
mso-hansi-font-family:Calibri;
mso-bidi-font-family:"Times New Roman";}
@list l4:level2
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l4:level3
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l4:level4
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l4:level5
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l4:level6
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l4:level7
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l4:level8
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l4:level9
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l5
{mso-list-id:1420060350;
mso-list-template-ids:-1494166910;}
@list l5:level1
{mso-level-start-at:2;
mso-level-tab-stop:.5in;
mso-level-number-position:left;
text-indent:-.25in;}
ol
{margin-bottom:0in;}
ul
{margin-bottom:0in;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="#0563C1" vlink="#954F72" style="word-wrap:break-word">
<div class="WordSection1">
<p class="MsoNormal"><span style="font-size:12.0pt">HR & Payroll Business Partners,
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">I have received questions about the status check communication sent earlier today. While the phone option was included below as the method for contacting PERS for a status check, the fax/form option is also
completely acceptable. Here is the link to the form for those of you who prefer that method:
<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><a href="https://www.oregon.gov/das/Financial/Payroll/Documents/StatusCheckSpreadsheet.xlsx">https://www.oregon.gov/das/Financial/Payroll/Documents/StatusCheckSpreadsheet.xlsx</a><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Thank you, <o:p></o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#993366"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="color:#1F4E79;letter-spacing:2.0pt">Shauna Tobiasson</span></b><b><span style="font-size:10.0pt;color:#4F6228">
</span></b><span style="font-size:10.0pt;color:gray">| </span><span style="font-size:10.0pt;color:#993366">Senior CPERS Analyst</span><span style="font-size:10.0pt;color:gray"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:3.0pt;color:#A6A6A6">___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#595959">DAS Centralized PERS Services Team
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#595959">Cell: 971-719-3173<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:9.0pt;color:#993366">Website:
</span><span style="color:#993366"><a href="http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx"><span style="font-size:9.0pt">http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#993366">“Tolerance and compassion are qualities of fearless people” – Paul Coelho</span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> TOBIASSON Shauna M * DAS <Shauna.M.TOBIASSON@das.oregon.gov>
<br>
<b>Sent:</b> Wednesday, November 30, 2022 8:26 AM<br>
<b>To:</b> das_centralized_pers_services_team@omls.oregon.gov<br>
<b>Subject:</b> PERS Status Check & CSD Info<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Good morning HR and PR business partners, <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">With Workday payroll going live tomorrow I am sending information about the new PERS status check process, and providing some additional resources for determining PERS eligibility upon hire. It is critical to note that the new status check
date field in Workday payroll will drive money being sent to PERS beginning December 1, 2022.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The PERS status check is a critical part of the new hire process and needs to be completed by
<i>either</i> HR, or payroll. Only one status check can be done per agency.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Process: <o:p></o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level1 lfo3">
Obtain a status check by calling PERS at 1-888-320-7377. <o:p></o:p></li></ol>
<p class="MsoListParagraphCxSpMiddle"><o:p> </o:p></p>
<p class="MsoListParagraphCxSpMiddle">PERS will provide the following information:
<o:p></o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level2 lfo3">
If eligible upon hire, PERS will provide the existing PERS Plan (Tier 1, Tier 2, OPSRP)
<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level2 lfo3">
If eligible upon hire, PERS will provide the existing *Contribution Start Date (CSD)
<o:p></o:p></li></ol>
</ol>
<p class="MsoListParagraphCxSpMiddle" style="margin-left:1.0in;mso-add-space:auto">
<i>*The contribution start date will be referred to as the CSD throughout this communication. This is not to be confused with continuous service date, which also uses the acronym CSD.
<o:p></o:p></i></p>
<ol style="margin-top:0in" start="1" type="1">
<ol style="margin-top:0in" start="3" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level2 lfo3">
If currently in a wait time from a previous hire date, PERS will provide the future CSD<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level2 lfo3">
If the employee is enrolled in IAP Voluntary Contributions (payroll needs this information)
<o:p></o:p></li></ol>
</ol>
<p class="MsoListParagraphCxSpMiddle" style="margin-left:1.0in;mso-add-space:auto">
<o:p> </o:p></p>
<ol style="margin-top:0in" start="2" type="1">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level1 lfo3">
If the employee is new to PERS service, the agency will need to determine wait time, and CSD. The PERS CSD Guide may be found
<a href="https://www.oregon.gov/das/Financial/Payroll/Documents/CSDGuide2017.pdf">
here</a>.<o:p></o:p></li></ol>
<p class="MsoListParagraphCxSpMiddle"><o:p> </o:p></p>
<ol style="margin-top:0in" start="3" type="1">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level1 lfo3">
Enters PERS Status Check date <o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level2 lfo3">
Go to employee profile<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level2 lfo3">
Go to Actions>Additional Data>View All<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level2 lfo3">
Scroll down to PERS Status Check and click ‘Edit’<o:p></o:p></li><li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level2 lfo3">
Enter 1<sup>st</sup> of the month start date when contributions should start (the date of the salary change or start of enrollment into PERS benefit plan in Workday, or the CSD provided by PERS during the status check)<o:p></o:p></li></ol>
</ol>
<p class="MsoNormal">Note. The status check information should be used to determine the employee’s PERS Class Plan Code that is entered in Workday. Please verify that this is accurate at the time of the status check. If not, HR will need to update the PERS
Class Plan Code based on the status check. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">If you have any questions about the status check process, please contact me.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Sincerely, <span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#993366"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="color:#1F4E79;letter-spacing:2.0pt">Shauna Tobiasson</span></b><b><span style="font-size:10.0pt;color:#4F6228">
</span></b><span style="font-size:10.0pt;color:gray">| </span><span style="font-size:10.0pt;color:#993366">Senior CPERS Analyst</span><span style="font-size:10.0pt;color:gray"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:3.0pt;color:#A6A6A6">___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#595959">DAS Centralized PERS Services Team
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#595959">Cell: 971-719-3173<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:9.0pt;color:#993366">Website:
</span><span style="color:#993366"><a href="https://gcc02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.oregon.gov%2FDAS%2FFinancial%2Fpayroll%2FPages%2Findex.aspx&data=05%7C01%7CShauna.M.TOBIASSON%40das.oregon.gov%7C4aa6ebea7efa4302044308dad2ef835a%7Caa3f6932fa7c47b4a0cea598cad161cf%7C0%7C0%7C638054223430011767%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=uGTkusDI0XbvHvVLW%2Fcp2aPo%2B8xXvxAN%2BT7J%2Fz7mKcY%3D&reserved=0"><span style="font-size:9.0pt">http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#993366">“Tolerance and compassion are qualities of fearless people” – Paul Coelho</span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
</body>
</html>