<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:Wingdings;
panose-1:5 0 0 0 0 0 0 0 0 0;}
@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:94568651;
mso-list-type:hybrid;
mso-list-template-ids:257185908 67698703 67698713 67698715 67698703 67698713 67698715 67698703 67698713 67698715;}
@list l0:level1
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level2
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level3
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l0:level4
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level5
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level6
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l0:level7
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level8
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level9
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l1
{mso-list-id:302777151;
mso-list-type:hybrid;
mso-list-template-ids:-1812928594 67698689 67698691 67698693 67698689 67698691 67698693 67698689 67698691 67698693;}
@list l1:level1
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Symbol;}
@list l1:level2
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:"Courier New";}
@list l1:level3
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Wingdings;}
@list l1:level4
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Symbol;}
@list l1:level5
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:"Courier New";}
@list l1:level6
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Wingdings;}
@list l1:level7
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Symbol;}
@list l1:level8
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:"Courier New";}
@list l1:level9
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Wingdings;}
@list l2
{mso-list-id:530534647;
mso-list-type:hybrid;
mso-list-template-ids:2068234764 67698703 67698713 67698715 67698703 67698713 67698715 67698703 67698713 67698715;}
@list l2:level1
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l2:level2
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l2:level3
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l2:level4
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l2:level5
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l2:level6
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l2:level7
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l2:level8
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l2:level9
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l3
{mso-list-id:776173122;
mso-list-type:hybrid;
mso-list-template-ids:1750093870 67698703 67698713 67698715 67698703 67698713 67698715 67698703 67698713 67698715;}
@list l3:level1
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l3:level2
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l3:level3
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l3:level4
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l3:level5
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l3:level6
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l3:level7
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l3:level8
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l3:level9
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l4
{mso-list-id:1227912053;
mso-list-type:hybrid;
mso-list-template-ids:-101943586 67698703 67698713 67698715 67698703 67698713 67698715 67698703 67698713 67698715;}
@list l4:level1
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@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:1304890225;
mso-list-type:hybrid;
mso-list-template-ids:-1275305048 67698703 67698713 67698715 67698703 67698713 67698715 67698703 67698713 67698715;}
@list l5:level1
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l5:level2
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l5:level3
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l5:level4
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l5:level5
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l5:level6
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l5:level7
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l5:level8
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l5:level9
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l6
{mso-list-id:1358307914;
mso-list-type:hybrid;
mso-list-template-ids:562226220 453294100 67698713 67698715 67698703 67698713 67698715 67698703 67698713 67698715;}
@list l6: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 l6:level2
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l6:level3
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l6:level4
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l6:level5
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l6:level6
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l6:level7
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l6:level8
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l6:level9
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
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 and 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">We have received various questions about the PERS Status Check Date Field in Workday, and what date should be populated in this field. The PERS Contribution Start Date is the date that needs to be entered
in the status check date field. Previous instructions may not have been clear, so I have provided clarified instructions below:
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><u><span style="font-size:12.0pt">PERS Status Check Process:<o:p></o:p></span></u></b></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo1">
<b><span style="font-size:12.0pt;line-height:105%">Only one status check can be done per employee.
<o:p></o:p></span></b></li></ul>
<p class="MsoListParagraphCxSpMiddle"><b><span style="font-size:12.0pt;line-height:105%"><o:p> </o:p></span></b></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l6 level1 lfo2">
<span style="font-size:12.0pt;line-height:105%">Agency Payroll or HR partner completes the status check<b>
</b>by calling PERS at 1-888-320-7377 or by faxing <span style="color:red"><a href="https://www.oregon.gov/das/Financial/Payroll/Pages/cpers.aspx">this form</a></span> to PERS
<o:p></o:p></span></li></ol>
<p class="MsoListParagraphCxSpMiddle"><span style="font-size:12.0pt;line-height:105%"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="2" type="1">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l6 level1 lfo2">
<span style="font-size:12.0pt;line-height:105%">PERS provides the following information:
<o:p></o:p></span></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l6 level2 lfo2">
<span style="font-size:12.0pt;line-height:105%">If eligible upon hire, PERS will provide the existing PERS Plan (Tier 1, Tier 2, OPSRP)
<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l6 level2 lfo2">
<span style="font-size:12.0pt;line-height:105%">If eligible upon hire, PERS will provide the existing Contribution Start Date (CSD)<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l6 level2 lfo2">
<span style="font-size:12.0pt;line-height:105%">If the employee is enrolled in IAP Voluntary Contributions
<i>(Payroll needs to be notified of this information if HR is doing the status check)
<o:p></o:p></i></span></li></ol>
</ol>
<p class="MsoListParagraphCxSpMiddle" style="margin-left:1.0in;mso-add-space:auto">
<i><span style="font-size:12.0pt;line-height:105%"><o:p> </o:p></span></i></p>
<ol style="margin-top:0in" start="3" type="1">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l6 level1 lfo2">
<span style="font-size:12.0pt;line-height:105%">If the employee is <i>not </i>eligible upon hire, the agency will need to determine wait time, and calculate the PERS contribution start date. For how to calculate the PERS contribution start date, please see
the PERS CSD Guide <a href="https://www.oregon.gov/das/Financial/Payroll/Documents/CSDGuide2017.pdf">
here</a>.<o:p></o:p></span></li></ol>
<p class="MsoListParagraphCxSpMiddle" style="margin-left:1.0in;mso-add-space:auto">
<span style="font-size:12.0pt;line-height:105%"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="4" type="1">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l6 level1 lfo2">
<span style="font-size:12.0pt;line-height:105%">HR or Payroll Partner Enters PERS Status Check date (PERS Contribution Start Date)<o:p></o:p></span></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l6 level2 lfo2">
<span style="font-size:12.0pt;line-height:105%">Go to employee profile<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l6 level2 lfo2">
<span style="font-size:12.0pt;line-height:105%">Go to Actions>Additional Data>View All<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l6 level2 lfo2">
<span style="font-size:12.0pt;line-height:105%">Scroll down to PERS Status Check and hit ‘Edit’<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l6 level2 lfo2">
<span style="font-size:12.0pt;line-height:105%">Enter the PERS Contribution Start Date (PERS CSD)
<o:p></o:p></span></li></ol>
</ol>
<p class="MsoListParagraphCxSpMiddle" style="margin-left:1.0in;mso-add-space:auto">
<span style="font-size:12.0pt;line-height:105%"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="5" type="1">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l6 level1 lfo2">
<span style="font-size:12.0pt;line-height:105%">Agency HR updates PERS Plan Code if needed to match employee’s tier from the status check
<o:p></o:p></span></li></ol>
<p class="MsoListParagraphCxSpMiddle"><span style="font-size:12.0pt;line-height:105%"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="6" type="1">
<li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l6 level1 lfo2">
<span style="font-size:12.0pt;line-height:105%">Agency HR notifies payroll of the IAP VC enrollment if HR conducted the status check<o:p></o:p></span></li></ol>
<p class="MsoNormal"><b><u><span style="font-size:12.0pt"><o:p><span style="text-decoration:none"> </span></o:p></span></u></b></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">After the status check date has been populated in Workday, one of the following will happen when the employee is eligible to begin contributions:
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt">If (MPPT) Employee/member paid PERS plans<o:p></o:p></span></b></p>
<p class="MsoNormal" style="text-indent:.25in"><b><span style="font-size:12.0pt">If eligible upon hire:
<o:p></o:p></span></b></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l2 level1 lfo3">
<span style="font-size:12.0pt;line-height:105%">Range option should be P upon hire and PERS benefit will auto enroll.
<o:p></o:p></span></li><li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l2 level1 lfo3">
<span style="font-size:12.0pt;line-height:105%">Status check date should be the CSD, even if it is a past date.
<o:p></o:p></span></li></ol>
<p class="MsoNormal" style="text-indent:.25in"><b><span style="font-size:12.0pt">For future enrollments:
<o:p></o:p></span></b></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 lfo4">
<span style="font-size:12.0pt;line-height:105%">WD Central support will pull a report monthly with employees eligible to start contributions.
<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level1 lfo4">
<span style="font-size:12.0pt;line-height:105%">WD Central support will run job to change compensation from ‘A’ to ‘P’<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level1 lfo4">
<span style="font-size:12.0pt;line-height:105%">This action will auto enroll the employee into PERS benefits plans based on their PERS Class Plan Code.
<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level1 lfo4">
<span style="font-size:12.0pt;line-height:105%">Agency payroll can run the report for their agency to validate enrollment occurred<o:p></o:p></span></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l4 level2 lfo4">
<span style="font-size:12.0pt;line-height:105%">If enrollment did not occur, please contact the OSPS Helpdesk<b><o:p></o:p></b></span></li></ol>
</ol>
<p class="MsoNormal"><b><span style="font-size:12.0pt"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt">If (EPPT) Employer paid PERS plans (elected officials with repr MOE, & agencies 97400/97800)<o:p></o:p></span></b></p>
<p class="MsoNormal" style="text-indent:.25in"><b><span style="font-size:12.0pt">If eligible upon hire:
<o:p></o:p></span></b></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l5 level1 lfo5">
<span style="font-size:12.0pt;line-height:105%">Range option is AA upon hire, agency will need to notify OSPS to enroll in PERS benefits.
<o:p></o:p></span></li><li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l5 level1 lfo5">
<span style="font-size:12.0pt;line-height:105%">Status check date should be the CSD, even if it is a past date.
<o:p></o:p></span></li></ol>
<p class="MsoNormal" style="margin-left:.25in"><b><span style="font-size:12.0pt">For future enrollments:
<o:p></o:p></span></b></p>
<ol style="margin-top:0in" start="3" type="1">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l5 level1 lfo5">
<span style="font-size:12.0pt;line-height:105%">Employer paid groups remain as range option AA, and do not auto enroll in PERS benefits<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l5 level1 lfo5">
<span style="font-size:12.0pt;line-height:105%">OSPS payroll partners will pull a report monthly with employees eligible to start contributions<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l5 level1 lfo5">
<span style="font-size:12.0pt;line-height:105%">OSPS payroll partners will edit benefit plan to enroll employees into PERS benefit plans based on their PERS Class Plan Code.
<o:p></o:p></span></li><li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l5 level1 lfo5">
<span style="font-size:12.0pt;line-height:105%">Agency payroll can run the report for their agency to validate enrollment occurred<o:p></o:p></span></li></ol>
<p class="MsoNormal"><b><span style="font-size:12.0pt"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt">Judges eligible upon hire (no wait time)
<o:p></o:p></span></b></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l0 level1 lfo6">
<span style="font-size:12.0pt;line-height:105%">Range option remains as AA, and they are auto enrolled in PERS benefits when hired
<o:p></o:p></span></li></ol>
<p class="MsoListParagraphCxSpLast"><span style="font-size:12.0pt;line-height:105%"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt">Retirees</span></b><span style="font-size:12.0pt">:
<o:p></o:p></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-add-space:auto;mso-list:l3 level1 lfo7">
<span style="font-size:12.0pt;line-height:105%">Range option is AA, and they are auto enrolled upon hire
<o:p></o:p></span></li></ol>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Agencies will be able to audit systems to be sure the compensation and benefit enrollments are accurate. These reports are currently still in creation and will be shared once complete.
<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">If you have any questions about this process, please don’t hesitate to contact me or your central support teams.
<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">Thank you, <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%7C79584a6b3af548f70dc408dadee2ac10%7Caa3f6932fa7c47b4a0cea598cad161cf%7C0%7C0%7C638067362383008738%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=%2BCsQKgoFuSJocsxXoV6i7ic6BgnShRd1x2iXHJQhkKs%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>