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Frequently Asked Questions About EDX Release 5.0 Last updated: July 21, 2009
EDX Release 5.0 was operational on Monday, 15 June 09.  The most obvious feature of Release 5.0 was migration of most employer forms from paper format to online format.  Many of the forms were familiar but some were new, such as the Employment Confirmation Request and the Termination Request.
Q1.  My work list is flooded with forms for my employees.  Which of these forms are the most important, and which can be saved for later?
A1.  The forms appear in the Work List queue in order of importance.  Those at the top are most important, and should be handled first, with importance decreasing as you go down the queue.
Q2.  What’s the purpose of the Employment Confirmation Request?
A2.  This form is used to verify a member’s employment history, prior to retirement.  It is designed to allow any review, research and correction of employment information well before the member’s earliest possible retirement date, by age or service time.
Q3.  Not every field on the form is filled, and I can’t change the information.  Should I  click “Save” anyway?
A3.  Not all fields on the Employment Confirmation form will be filled.  The “Term/End Date” field may be blank if:
            1)  The individual is still employed with you and has not terminated.
            2)  The employment segment is well before 2004, and the dates may not have
                 moved into the jClarety database when EDX Release 5.0 was installed.
            3)  The existing employment record is in error, and must be corrected.
If the form, including blank fields, is correct select the “Confirm” and click “Save”.  Don’t click “Save” if the Employment Confirmation form is incorrect, or you have questions about blank fields.  Contact your  Employer Service Center (ESC) account representative to verify blank fields, and submit a Demographic Change Request (DCR) to make necessary corrections. Your ESC account representative can correct the information in the Employment Confirmation form, and delete an incorrect  form from your Work List queue.
Q4.  What’s the purpose of the Termination Request form?
A4.  This form is used when time is running short to complete processing a member’s retirement benefit or system withdrawal request, but the employer hasn’t yet posted a DTL1-02/Termination record.  This form will allow the retirement or withdrawal process to proceed, but takes more time to generate and post than an employer-submitted DTL1-02/Termination record. Consequently, the Termination Request should not replace posting a DTL1-02(Termination) record.
Q5.  Should I wait to respond to a Termination Request until the member’s DTL1-02/Termination record is transmitted and posts in jClarety?
A5.  If a DTL1-02/Termination record has posted, you shouldn’t receive a Termination Request form.  If you have a Termination Request form in your Work List and information on the form is correct, then fill in the required fields, click “Save” and the information will be transmitted to PERS.  If you’ve completed and transmitted the Termination Request, don’t submit a DTL1-02/Termination record, because the DTL1-02/Termination record will suspend.
Q6.  Can I review online the status of a DCR I’ve submitted and see when my ESC account representative completed the DCR?
A6.  There is no online review capability for DCRs.  Your ESC account representative will inform you when your request is complete.
Q7.  Beginning with EDX Release 5.0, all employees of  “education employers” will be in Job Class 9 (School employee).  Which employers are considered “education employers”?
A7.  “Education employers” are all K-12 schools, Education Service Districts (ESD), charter schools, community colleges and campuses in the university system.
Q8.  I was told that the job class for all employees of education employers would be retroactively changed to Job Class 9 (School Employee) when EDX Release 5.0 was installed. 
A8.  Only previously submitted Job Class 1 (General Service) records for employees of education employers will be retroactively changed to Job Class 9.
Q9.  Some employees of education employers also teach at Department of Corrections or Oregon Youth Authority facilities, and are in Job Class 2 (Police and Fire) status because of that employment.  Can these individuals be reported as Job Class 2 on DTL1-01(New Hire) records or DTL2 records changing job class?
A9.  Contact your ESC account representative before submitting a DTL1-01(New Hire) record for a school employee as Job Class 2, or changing job class for a school employee to Job Class 2 by use of a DTL2 record.
Q10.  Contract Number of  Months is now a required entry with DTL1-01(New Hire) records for Job Class 9 (School Employee)  records and on DTL2 records used to change job class to Job Class 9.  Will the Contract Number of Months also be retroactively entered for all school employee Job Class 1 records retroactively changed to Job Class 9?
A10.  No.  Contract Number of Months will be a required entry on DTL1-01(New Hire) records submitted after June 15, 2009, the effective date for EDX Release 5.0.  Entries of 9 or 10 months would apply to those school employees whose normal work year is the duration of the school year.  Entry of 12 months would apply to all year-round (full calendar year) employees.
Q11.  Community colleges use FTE to determine eligibility for their employees engaged exclusively in academic duties.  On previous paper Salary Breakdown forms for these employees, FTE was just written on the form.  The new online Salary Breakdown form has no field for entry of this type of FTE.  How should this FTE be noted on the online Salary Breakdown forms?
A11.  FTE, either .375 or .50, used to determine eligibility for community college employees engaged exclusively in academic duties, should be noted in the “comments” area of online Salary Breakdown forms requested for these employees.