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This page provides links to reference guides for Oregon PERS-participating employers. The guides are provided by the Employer Service Center to help you understand PERS and how to report employee data correctly.
To provide feedback on an employer reporting guide or quick-reference guide, go to the Employer Resource Feedback Form.
1 Overview of PERS
Understand PERS’ three retirement plans, obtaining and maintaining membership, retirement benefits, and options.
2 Employer Requirements and Support
About employer obligations, getting support, and staying informed.
3 Reporter Roles and EDX Access
Responsibilities of web administrators and employer reporters in managing an employer's EDX account.
4 Creating a Report
How to report employee data to PERS with Regular reports and Demographics and Adjustment reports.
5 Creating a Record
How to report employee wages and demographics with Detail 1 - Member Demographics records and Detail 2 - Wage and Service records
6 Correcting Suspended Records
Errors that can cause record submissions to fail and how to fix the errors.
7 Reporting a New Employee
How to report a new or returning employee.
8 Hiring a PERS Retiree
Guidelines, restrictions, and instructions for employing a PERS retiree.
9 Reporting Wages for a Qualifying Employee
Example of how to report wages and hours for an individual employee.
10 Reporting Wages for a Non-Qualifying Employee
How to report wages and hours for an individual employee in a non-qualifying position. Includes instructions for changing employee to qualifying status.
11 Reporting a Leave
About different types of leave of absence and how to report them in EDX.
12 Military Leave
Guidelines for reporting time away from work for military duty and how to fulfill USERRA requirements.
13 Family and Medical Leave
14 Disability Benefits
How PERS disability benefits work for Tier One/Tier Two members and Oregon Public Service Retirement Plan (OPSRP) members.
15 Reporting a Termination or Death
How to inform PERS that an employee has left your employment or died.
16 Reporting a Retirement
Information on retirement eligibility, helping employees prepare for retirement, and reporting a retirement.
17 Calculating Unused Sick Leave Hours at Termination or Retirement
How to calculate the number of unused sick leave hours to report for a Tier One or Tier Two employee.
18 Reporting or Changing “Average Overtime”
How to choose the value of average overtime hours on a new-hire record or DCR.
19 Completing Work List Requests
How to address requests PERS sends through your Work List, including voluntary contributions, last day of paid leave, termination, and data verification.
20 Creating a Demographic Correction Request (DCR)
Instructions for completing a DCR.
21 Viewing Employee Information
How to use this EDX function to find an employees’ address, salary, or voluntary-contribution information.
22 Changing Employee Demographic Information (In development)
How to change an employee’s address, name, incorrect Social Security Number, or job class.
23 Submitting an Adjustment Record
How to change wages reported for a prior reporting period.
24 Running Reports
About the five types of reports EDX can run, such as a list of employees eligible for contributions.
25 Sending an Encrypted Message to PERS (In development)
How to use this EDX function to communicate with the Employer Service Center (ESC).
26 Understanding Your Statement
Explanations of the charges and credits listed in each section of your monthly statement.
27 Paying Your Invoice
How to pay your invoice through Automated Clearing House (ACH).
28 How to (Potentially) Reduce Your Bill (In development)
Programs, tips, and tools that can help your organization reduce its PERS costs.
Wage Codes
Definitions of wage codes used on a Detail 2 Wage and Service record.
Status Codes
Definitions of status codes used on a Detail 1 Member Demographics record.
Job Classification Codes
Definitions of PERS job classifications and descriptions of jobs that qualify for each job class.
EDX File Format and Development Guide
Format specifications and requirements for uploading Detail 1 and Detail 2 record data files to EDX.
Detail 1 Member Demographics Fields
Definitions of the fields on a Detail 1 record, when each field is required, and instructions for reporting demographic changes.
Detail 2 Wage and Service Fields
Descriptions of the type of salary, lump-sum payoff, and contribution information to enter in each field of a Detail 2 record and whether it is required or optional. Includes section for local governments on using work period date fields.
Choosing the Best Reporting Method
Checklists of what type of reports and records are best to use when reporting wages and hours, employment status, and demographic information.
Determining Qualification for a Partial Year
How to determine if less than a full year of work is qualifying or non-qualifying.
EDX Site Navigation Menu Items
A list of all the functions on the EDX main Site Navigation menu and what they allow you to do.
Glossary
Definitions of terms used in PERS reporting.
PERS provides a series of actuarial and financial guides to help employers understand the complex factors that make up your employer contribution rate.
Access UALRP actuarial and financial guides
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