Employer manuals and guides

1
Overview of PERS

Understand the Oregon PERS retirement system: the retirement benefits it provides, how members earn those benefits, when members are eligible to retire, and the responsibilities of participating employers. Includes rules and benefits for job classifications. (Revised 9/2026)

2
Employer Requirements and Support

About employer obligations, getting support, and staying informed. (Revised 02/2024)

3
Reporter Roles and EDX Access

Responsibilities of web administrators and employer reporters in managing an employer's EDX account. (Revised 08/2024)

4
Creating a Report

How to report employee data to PERS with Regular reports and Demographics and Adjustment reports. (Revised 07/2025)

5
Creating a Record

How to report employee wages and demographics with Detail 1 - Member Demographics records and Detail 2 - Wage and Service records. (Revised 08/2025)

6
Correcting Suspended Records

Instructions on how to find and address suspended Detail 1 and Detail 2 records in EDX. Includes common error messages, their possible causes, and solutions.
(Revised 12/2025)

7
Reporting a New Employee

How to report a new employee, whether new to PERS, a former member, working out of state, or another special situation. Explains determining qualification status, establishing PERS membership, and earning benefits. (Revised 10/2026)

8
Hiring a PERS Retiree

Guidelines, restrictions, and instructions for employing a PERS retiree.
(Revised 12/2024)

9
Reporting Wages for a Qualifying Employee

Example of how to report wages and hours for an individual employee.
(Revised 03/2024)

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. (Published 03/2024)

11
Reporting a Leave

About the different types of leave of absence, when to report one to PERS, how to report it, and how it can affect a member’s benefits.
(Revised 10/2026)

12
Military Leave

Guidelines for reporting time away from work for military duty and how to fulfill USERRA requirements. (Published 05/2024)

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. (Published 08/2024)

15
Reporting a Termination or Death

How to inform PERS that an employee has left your employment or died.
(Revised 02/2026)

16
Reporting a Retirement

PERS retirement eligibility, benefits, factors that affect benefits, and how PERS calculates pensions. Plus how to apply for retirement, report a retirement, and change data after retirement. (Revised 12/2025)

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. (Revised 05/2025)

18
Reporting or Changing “Average Overtime”

How to choose the value of average overtime hours on a new-hire record or DCR. (Revised 12/2025)

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.
(Revised 02/2026)

20
Creating a Demographic Correction Request (DCR)

Instructions for completing a DCR. (Revised 02/2024)

21
Viewing Employee Information

How to use this EDX function to find an employees’ address, salary, or voluntary-contribution information. (Published 10/2024)

22
Changing Demographic Information

Instructions for how employers, employees, retirees, inactive members, beneficiaries, and alternate payees can change their employment or demographic information. (Revised 03/2026)

23
Submitting an Adjustment Record

How to change wages reported for a prior reporting period. (Published 04/2025)

24
Running Reports

About the five types of reports EDX can run, such as a list of employees eligible for contributions. (Revised 09/2025)

25
Using the Request Information Function

Instructions for using the EDX Request Information function to request sensitive information or simple assistance from the Employer Service Center. (Published August 2025)

26
Understanding Your Statement

Explanations of the charges and credits listed in each section of your monthly statement. (Revised 04/2025)

27
Paying Your Invoice

How to pay your invoice through Automated Clearing House (ACH).
(Published 12/2023)

28
How to (Potentially) Reduce Your Bill

Programs, tips, and tools that can help your organization reduce its PERS costs.
(Revised 06/2026)

Wage Codes

Definitions of wage codes used on a Detail 2 Wage and Service record. (Revised 02/2025)

Status Codes

Definitions of status codes used on a Detail 1 Member Demographics record. (Revised 02/2025)

Job Classification Codes

Definitions of PERS job classifications and descriptions of jobs that qualify for each job class. (Revised 01/2025)

EDX File Format and Development Guide

Format specifications and requirements for uploading Detail 1 and Detail 2 record data files to EDX. (Revised 07/2025)

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. (Revised 12/2025)

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. (Revised 05/2025)

Correct Usage of Subject and Non-Subject Salary Fields

Explanation of when to report wages in the Non-Subject Salary field of a Detail 2 record, demonstrated through 10 sample reporting situations. (Published 06/2025)

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. (Revised 05/2025)

Determining Qualification for a Partial Year

How to determine if less than a full year of work is qualifying or non-qualifying. (Revised 05/2025)

EDX Site Navigation Menu Items

Descriptions of all 14 functions on the EDX main menu and what they do (including two exclusively for web administrators). (Revised 06/2025)

Glossary

Definitions of terms used in PERS reporting. (Revised 12/2024)

Changing Employee Information for a Prior Year NEW

How to change an employee’s or former-employee’s information for a “closed” year, plus the types of documentation PERS might require you to submit. (Published February 2026)