Payroll Information - State Required

Use the Oregon State Retirement page to add, update, and maintain employee-specific retirement information for Oregon PERS (Public Employees Retirement System) state reporting. This page allows users to enter and manage employee retirement status, job classification, FTE hours, and other PERS-related data required for Oregon retirement contribution reporting. The data is used during the OR PERS Report data load process to generate accurate retirement contribution reports for submission to the Oregon Public Employees Retirement System.

Enter information for regular employees

On the Employee Information page, the Pending Status for a regular employee is blank.

On the start page, select Human Resources.
Select Entry & Processing, then from the Employee menu, select Employee Information.
Enter the Search Criteria and select Search. Alternatively, you can select Exclude Pending Employees and then select Search.
Refer to Search for records for more information.
Select the relevant employee record and select Accept.
Select Payroll Information and then select State Required.
Refer to the Field descriptions and enter valid information.
Select Accept.

Enter information for pending employees

Pending employees require additional information to complete the employee record. On the Employee Information page, the Pending Status on the record shows Add Pending.

On the start page, select Human Resources.
Select Entry & Processing, then from the Employee menu, select Employee Information.
Enter the Search Criteria and select Search. Alternatively, you can select Only List Pending Employees and then select Search.
Refer to Search for records for more information.
Select the relevant employee record and select Accept.
Select Oregon State/Retirement Screen.
Refer to the Field descriptions and enter valid information.
Select Finish.
On the navigation bar, select Finish.
Select OK.

Field descriptions

The following table lists the fields, descriptions, and reports that reference the fields on the Oregon State Retirement page.

Field	Description
Old PERS Stat	The employee's previous PERS (Public Employees Retirement System) status code, prior to a status change. Used to track historical status transitions for retirement reporting. The default is 1. The valid values are defined in the user-defined table SR. For more information about how this field value maps to the Gross Salary and Reported Wage Code field values on the Wages tab of the Employee Information page accessed from the OR PERS Report page, refer to Old PERS Stat field logic.
PERS Wait Sal	The waiting period salary amount for PERS eligibility. This field stores the salary used during the employee's waiting period before becoming eligible for PERS retirement benefits.
PTE Work Hours	The part-time employee's work hours. Indicates the number of hours a part-time employee is scheduled to work, used for determining PERS eligibility and FTE calculations. This field is automatically updated during Pay Calculation processing. The system accumulates part-time employee work hours during payroll calculation (excluding FLSA overtime hours per Oregon requirements).
UI Tax Exempt	Indicates whether the employee is exempt from Unemployment Insurance (UI) tax. Valid values: Y = Employee is exempt from UI tax N = Employee is subject to UI tax The default is N.
Default Hours	The default number of hours used for PERS calculations when actual hours are not specified. Used as a fallback value in retirement contribution calculations. Overrides the Default Hours of the employee's pay runs. The default is 0.
Job Grade Date	The effective date of the employee's current job grade assignment. Used for tracking when the job grade classification became effective for PERS reporting purposes.
PERS Lst Serve	The employee's last service date for PERS. Indicates the most recent date of service credit recorded for PERS retirement purposes.
Certificated?	Indicates whether the employee holds a certificated position (e.g., licensed teacher or administrator). Certificated employees may have different PERS tier classifications and reporting requirements. Valid values: Y = Employee holds a certificated position A = Employee is an administrative staff member N = Employee is not certificated
TSPC Acct ID	The Teacher Standards and Practices Commission (TSPC) Account ID. This is a unique identifier assigned by TSPC to licensed educators in Oregon for state reporting.
PERS Status	The employee's current PERS status code. The valid values are defined in the user-defined table SR. The default is 00. This field value maps to the value in the PERS Status field on the Employment tab of the Employee Information form of the OR PERS Report - Demographic page.
PERS O/T Hrs	The PERS overtime hours code or amount. Indicates overtime hours to be included in PERS subject wages calculations. This field is updated during Pay Calculation processing. The system tracks PERS overtime hours accumulated during payroll processing. The valid values are defined in the user-defined table OT. The default is 0000.
PERS FTE Hours	The full-time equivalent (FTE) hours for PERS reporting. Represents the number of hours that constitute a full-time position for the employee's classification. The valid values are defined in the user-defined table FH. The default is 0000.
PERS Job Class	The employee's PERS job classification code. This code determines which retirement tier (Tier 1, Tier 2, or OPSRP Tier 3) and benefit structure applies to the employee. The valid values are defined in the user-defined table JC. The default is 09.
PERS Stat Date	The effective date of the employee's current PERS status. Indicates when the PERS Status code became effective for the employee.
Contract Mnths	The number of months in the employee's contract. Used for annualized salary calculations and determining service credit for employees on less than 12-month contracts. The valid values are 01-12.
125 Plan Amt	The employee's Section 125 (cafeteria plan) salary reduction amount. This pre-tax benefit amount affects the calculation of PERS subject wages. This field is updated by the Update User-Defined 125 Plan Amount utility. The system calculates and updates the Section 125 (cafeteria plan) salary reduction amount based on employee deduction records. The default is 0.
Pension Plan	The employee's pension plan designation. Identifies which specific pension plan or tier the employee participates in within the Oregon PERS system (e.g., Tier 1, Tier 2, OPSRP). The employee's pension plan. Valid values: PERS OPSRP None The default is PERS.

Old PERS Stat field logic

The following table shows how the value in the Old PERS Stat field maps to the Gross Salary and Reported Wage Code field values on the Wages tab of the Employee Information page accessed from the OR PERS Report page.

Old PERS Stat field value	Gross Salary field value	Reported Wage Code field value
5	Not applicable	02
7	Greater than zero	17
7	Lesser than zero	18
Any value except 5 and 7	Not applicable	01