PERS Report - Create File

Use the OR PERS Report - Report page to generate hard copy reports and electronic files for Oregon PERS (Public Employees Retirement System) state reporting. This screen allows users to produce demographic and wage information reports for submission to PERS. The data output from this screen is used for reporting employee retirement contributions and demographic information to the Oregon state retirement system.

1. On the OR PERS Report page, select Report.

2. Create a hard copy of the report to verify data before you create the electronic file:

   1. Under File Type, select Hard Copy.

   2. Under File Format, select PDF or Excel.

   3. If you have the security permission to view the entire Social Security Number (without masking) and want to include it, select Print Full Social Security Number.
      The required access privileges are granted by assigning the appropriate security resource.

   4. In the Beginning Check Date field, select the beginning check history date for the report. This must be the day following the last end date (check date) reported for the prior pay period.

   5. In the Ending Check Date field, select the ending check history date for the report. This must be the check date for the reporting period.

   6. Select the Period End Date.

   7. Select Print Work Start/End Dates to include work start and end dates in the report file.

   8. Select Create, then Yes.

3. Save the files and select OK.

4. Navigate to the folder containing the report files.

5. Inspect the files. Update data if needed.

6. Repeat these steps until all the required data is included.

7. Create the electronic file:

   1. Select Electronic File.

   2. Select an Electronic Type.

   3. In the Beginning Check Date field, select the beginning check history date for the report. This must be the day following the last end date (check date) reported for the prior pay period.

   4. In the Ending Check Date field, select the ending check history date for the report. This must be the check date for the reporting period.

   5. If you selected Demographic Information in the Electronic Type field, select the Demographic Report Date.

   6. Select the Period End Date.

   7. Select Print Work Start/End Dates to include work start and end dates in the electronic file.

   8. Click Create, then click Yes.

8. Save the file and click OK.

The default file name is PERS<PERS Employer Number>.tpe.

Follow the state's submission procedures.

For more information about the electronic file layout, refer to PERS Report - File Layouts and Data Mapping.