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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">Greetings HR & Payroll partners,
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">Since the passage of SB1049 there has been some confusion about how to code the PERS Class Plan in Workday for retirees that return to work in a retired status. The purpose
of this communication is to clarify the correct way to code retirees in Workday, and request that agencies review retiree coding in Workday for accuracy.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">The correct
<a href="https://www.oregon.gov/das/Financial/Payroll/Documents/WD_PERS%20Class%20Plan%20Worksheet_NEW.pdf">
PERS Class Plan coding</a> for retirees is as follows: <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<ul style="margin-top:0in" type="disc">
<ul style="margin-top:0in" type="circle">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level2 lfo3"><span style="font-size:12.0pt">M (working
<b><i>without</i> </b>hour limit): <o:p></o:p></span></li><ul style="margin-top:0in" type="square">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level3 lfo3"><span style="font-size:12.0pt">PERS & OPSRP retirees who meet a pre-SB1049
<span style="color:#215F9A;mso-style-textfill-fill-color:#215F9A;mso-style-textfill-fill-alpha:100.0%">
<a href="https://www.oregon.gov/pers/RET/Pages/General-Information/Table-of-Exceptions-to-the-1%2c040-Hour-Limit.aspx"><span style="color:#215F9A;mso-style-textfill-fill-color:#215F9A;mso-style-textfill-fill-alpha:100.0%">hour limit exception</span></a></span>
ONLY <o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level3 lfo3"><span style="font-size:12.0pt">PERS Tier 1 & 2 retirees who have reached full retirement age under
<span style="color:#215F9A;mso-style-textfill-fill-color:#215F9A;mso-style-textfill-fill-alpha:100.0%">
<a href="https://www.oregon.gov/pers/ret/Documents/SSA_age.pdf"><span style="color:#215F9A;mso-style-textfill-fill-color:#215F9A;mso-style-textfill-fill-alpha:100.0%">Social Security</span></a> (</span>applies to both normal and early retirements)
<o:p></o:p></span></li></ul>
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level2 lfo3"><span style="font-size:12.0pt">R (Working
<b><i>with</i></b> hour limit):<o:p></o:p></span></li><ul style="margin-top:0in" type="square">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level3 lfo3"><span style="font-size:12.0pt">PERS & OPSRP retirees who took an early retirement<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level3 lfo3"><span style="font-size:12.0pt">PERS Tier 1 & 2 retirees who have not reached full retirement age under Social Security
<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level3 lfo3"><span style="font-size:12.0pt">All other PERS & OPSRP retirees who do not meet a pre-SB1049 exception. (Even if they do not currently have an hour limit since SB1049 has temporarily
lifted hour limits)<o:p></o:p></span></li></ul>
</ul>
</ul>
<p class="MsoListParagraph" style="margin-left:1.5in"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">While SB1049 has temporarily lifted hour limits, SB1049 is scheduled to sunset in 2034. PERS has instructed employers to continue coding retirees as having hour limits so that
systems will be accurate when the sunset occurs. This will not negatively impact working retirees who are temporarily exempt from the hour limit due to SB1049.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">When discussing hour limits there may be other policy driven hour limits such as with temporary appointments. Other hour limitations will need to be tracked separately since
the PERS Class Plan code in Workday is for PERS purposes only. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">Please review the PERS Class Plan assignments for retirees currently working in your agency to ensure coding is accurate as noted above. If changes are needed, please update
Workday by June 30, 2024. <o:p></o:p></span></b></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="mso-list:l3 level1 lfo6"><b><span style="font-size:12.0pt">If the employee meets a pre-SB1049 exception please include the exception in comments in the Workday edit position business process<o:p></o:p></span></b></li><li class="MsoListParagraph" style="mso-list:l3 level1 lfo6"><b><span style="font-size:12.0pt">You do not need to notify your CPERS Analyst if changes are made. CPERS will run a report after June 30<sup>th</sup> to capture all changes.
<o:p></o:p></span></b></li></ul>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">Additional resources for working after retirement are available on the PERS website here:
<a href="https://www.oregon.gov/pers/ret/Pages/Work-After-Retirement.aspx">https://www.oregon.gov/pers/ret/Pages/Work-After-Retirement.aspx</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">If you have questions about this, please contact your
<a href="mailto:central.persservicesteam@das.oregon.gov">CPERS Analyst</a>. <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">Thank you,
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><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="color:#4F6228">
<o:p></o:p></span></b></p>
<p class="MsoNormal">Senior CPERS Analyst/Leadworker<o:p></o:p></p>
<p class="MsoNormal">DAS Centralized PERS Services Team <o:p></o:p></p>
<p class="MsoNormal">Cell: 971-719-3173<o:p></o:p></p>
<p class="MsoNormal" style="line-height:12.0pt">Website: <a href="https://www.oregon.gov/das/Financial/Payroll/Pages/cpers.aspx">
<span style="color:#0563C1">https://www.oregon.gov/das/Financial/Payroll/Pages/cpers.aspx</span></a><span style="color:#993366"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><i>Pronouns: she, her, hers</i><span style="color:#993366"><o:p></o:p></span></p>
<p class="MsoNormal"><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>
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