PowerSchool ERP Oregon
PowerSchool ERP Oregon
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Unemployment Report

The Unemployment Report file is in the federal MMREF format, which can be imported into the Oregon OTTER software. The file data is retrieved from:

  • W2 Setup page

  • Employee table

  • Checkhis/checkhi2 tables

  • Attend tables

Select Human Resources from the main navigation menu, then State. Select Unemployment Report.

Submission Period

At the end of every quarter:

  • 1st quarter: Due April 30

  • 2nd quarter: Due July 31

  • 3rd quarter: Due October 31

  • 4th quarter: Due January 31

Selection Rule

Includes all the employees who got paid during the quarter and have an eligible state tax withholding.

Setup

Exempt Pay Codes

Use the OR Unemployment Report - Setup - Exempt Pay Codes page to create exempt pay codes.

  1. On the OR Unemployment Report page, select Setup, then Exempt Pay Codes.

  2. Filter records using the filter criteria.

  3. Add or manage records as needed:

    • To add a record, select Add Record. Enter valid information, and select Save, then Yes.

    • To edit or delete a record, select the ellipsis in the Actions column, then select the appropriate option.

Deductions

Use the OR Unemployment Report - Setup - Deductions page to add, update, delete, search, and print exempt deduction codes for Oregon state unemployment reporting. This page allows users to maintain a list of deduction codes to exclude from unemployment wage calculations. The data entered on this page is used by the system to generate the Oregon Form 132 - Quarterly Unemployment and State Tax W/H report and determine which deductions should be excluded from reportable wages.

  1. On the OR Unemployment Report - Setup - Deductions page, filter records using the filter criteria. To enter filter criteria:

    1. Select an option in the first field.

    2. Select or enter a value.

    3. Select Add if the button is enabled.
      Refer to Search for records for more information.

      • To add a record, select Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, and then Yes.

      • To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.

      • To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.

Field descriptions

The following table describes the fields on the Deductions Details form of the OR Unemployment Report - Setup - Deductions page.

Field

Description

Deduction Code

The deduction code to exempt from Oregon unemployment calculations.

The selected deduction code will be excluded from wage calculations for unemployment reporting.

This field is view-only and cannot be updated after saving the record.

The values in the drop-down list are retrieved from the Deduction Table page.

Deduction Type

The type of exemption.

Valid values:

  • Exempt Deduction

  • WBF - Workers Benefit Fund

  • Transit Tax Deduction

Load Data

  1. Select Load.

  2. Select the Year, Quarter, Beginning Date, and Ending Date.

  3. Enter the Business Identification Number.

  4. Select Load, then Yes.

  5. Save the OR Unemployment Load Summary Report file, then select OK.

  6. Navigate to the folder containing the Load Summary Report file.

  7. Inspect the file. Update data if needed.

  8. Repeat these steps until all required data is loaded.

Maintain Data

You can correct loaded data before submitting the report. However, any corrections to application information must also be updated in the source data.

  1. On the OR Unemployment Report page, enter the search criteria to find the required records, then select Search.

  2. Add or manage records as needed:

    • To add a record, select Add new. Enter valid information and select Save. Select Yes.

    • To edit a record, double-click the record. Update the information and select Save.

    • To delete a record, select the record, then select Delete. Select Yes.

Create File

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

  2. Select the Year and Quarter.

  3. 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 security to view the Social Security number without masking and want to include the entire Social Security Number, select Print Full Social Security Number.

    4. Select Create, then Yes.

  4. Save the file and navigate to the folder containing the report file.

  5. Inspect the file. Update data if needed.

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

  7. Create the electronic file:

    1. Under File Type, select Electronic File.

    2. Select Create, then Yes.

  8. Save the file and select OK.

Follow the state's submission procedures.

Purge Data

You can purge the data for the report when you want to:

  • Discard the data for the report.

  • Change the setup or employee data and reload the data.

To purge report data:

  1. Select Purge.

  2. Select the Year and Quarter.

  3. Select Submit.

  4. Select Yes, then OK.