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Training

The Employer Service Center (ESC) provides training for employer reporters and web administrators at all skill and experience levels.

ESC offers training in a variety of ways to accommodate different needs and learning styles.

  • If you are new to employer reporting, go to the Beginner Employer-Reporter Training and Resources section below (click the green bar to open the section).
  • If you have some reporting experience, check out the Training Webinars, Self-Learning Materials (especially the guides), and Training Video Library sections.
  • For those who want to learn at their own pace; find a resource or guide; or learn by video, go to the Self-Learning Materials section and the Training Video Library section.
  • And when you need help, customer support from the Employer Service Center is available by phone or email every business day (Monday–Friday, 8 a.m.–4 p.m., except state holidays).

Beginner employer-reporter training and resources

 

Live, virtual training class

CourseRegistration linksTopics covered

Beginner Employer Reporting 1   

About the course: Live, interactive training for beginner PERS-participating employers. Based on information in Beginner Training manuals 1 and 2 (listed below under Training Manuals).   

Delivered online via GoTo Training.  

About registration: Advance registration is required. Class size is limited to 30 students.   

After registering, you will receive a confirmation email with instructions for joining the training.   

Assistance for those with hearing or vision loss: Auto-captions can be run during the live class upon request. For help registering for a class or to request a manual in a more screen-reader-friendly format, email pers.edx.support@oregon.pers.gov.   

2026 classes   

8:30 to 10 a.m. Pacific  

REGISTER FOR ANY 2026 CLASS   

Available dates are:  

  • January 14
  • February 11
  • March 11
  • April 8
  • May 6
  • June 10

Part 1   

Introduction and overview  

Overview of PERS  

The employer reporter role  

Getting started in EDX  

Working with reports  

Part 2   

Reporting wages and status  

Report a new hire  

Report wages  

Report wage changes  

Report a leave without pay (LWOP)  

Report a termination or death  

Recorded training class

CourseVideos (hosted on YouTube)

Beginner Employer Reporting 1   

Video recording of live class in four parts.   

Intro: Welcome   

Part 1: Employer Responsibilities and Roles   

Part 2: Creating Reports and Records   

Part 3: Special Considerations — Wait Time and Adjustment Records   

Part 4: Reporting Status Changes   

Training manuals

ManualSupports these training courses
Beginner Training 1 manual

Live, virtual training class part 1.  

Recorded training videos Part 1 and Part 2.   

Beginner Training 2 manual

Live, virtual training class part 2.  

Recorded training videos Part 3 and Part 4.   

Important resources

Regular report due dates   

ACH payment due dates   

Payment categories chart   

Top 10 Things to Remember (PDF) (for new employer reporters)  

Glossary of PERS terms   

Training webinars (upcoming and past)

 

Upcoming webinars

Meeting-join information sent by News Bite email from oregonpers@public.govdelivery.com. Topics subject to change.
2026 webinar
TopicDate and time
February

Detail 2 Wage and Service Record  

How to fill out a Detail 2 record to report wages, hours, and special payments to PERS. Includes common errors and how to avoid them.  

February 18
9 a.m. Pacific
March

Unused Sick Leave  

Explanation of the unused sick leave number included on the termination record for a Tier One or Tier Two member. Instructions on calculating and reporting the hours.  

March 18
9 a.m. Pacific
April

Office Hour  

After a brief presentation with general reminders, the rest of the hour is dedicated to questions and answers.  

April 22
9 a.m. Pacific
MayTBD May 20
9 a.m. Pacific
JuneTBD June 17
9 a.m. Pacific

Past webinars

WebinarLink to presentationLink to Q&A or video

January, Hire Intent and Detail 1 Record  

January 28, 2026
Presentation slides Video

December webinar, Finding and Correcting Suspended Records  

December 17, 2025 

Presentation slides Video

ESC November webinar, Office-Hour Q&A  

November 19, 2025 

Presentation slides Video

ESC October webinar, Preparing for Year-End  

October 22, 2025 

Presentation slides Video

ESC September webinar, Year-End Reconciliation: Eligibility Exception Reports  

September 24, 2025 

Presentation slides Video

ESC Summer 2025 Webinar, Understanding Your Statement and Voluntary Contributions  

June 25, 2025 

Presentation slides

ESC All-Access Training Forum Webinar, All-Access Training Forum  

April 30, 2025 

Presentation slides

ESC Spring 2025 Webinar, Suspended Records  

March 26, 2025 

Presentation slides Q&A

ESC Spring 2024 Webinar, Spring Reports, Lists, and Forms  

May 14, 2024 

Presentation slides Q&A

ESC Winter quarter webinar, Preparing for Year-End  

February 15, 2024 

Presentation slides Q&A

ESC October 2023 webinar, Paid Leave Oregon and PERS Reporting  

October 19, 2023 

Presentation slides

Leave without pay FAQ  

Paid Leave Oregon FAQ  

Self-learning materials (resources and guides)

 

Overview of PERS benefits and PERS reporting

New Employer Reporter Welcome Guide   

Reporting to PERS webpage (for employers)   

Overview of PERS Benefits for New Employees webpage

Beginner training manuals

Beginner Training 1 manual   

  • The employer reporter role
  • Getting started in EDX
  • Working on reports
  • Creating a record
  • Editing a report
  • Releasing a report

Beginner Training 2 manual   

  • Reporting a new hire
  • Reporting wages
    • Reporting wages and hours to PERS (during, at end of, and after wait time)
  • Adjusting previously reported wages
  • Adjusting qualification status
  • Reporting a leave without pay
  • Reporting a termination
  • Reporting an employee death

Employer reporting guides

Employer reporting-guides webpage   

Quick-reference guides

Employer quick-reference guides webpage   

Actuarial guides

Unfunded Actuarial Liability Resolution Program (UALRP) webpage   

Training video library

 

Webinar recordings

Video recordings of live webinar presentations. Videos do not include the question-and-answer portion of the webinars to protect attendees’ privacy. Videos are published on youtube.com.   

Title and linkDescription

ESC January 2026 webinar  

Hire Intent and Detail 1  

Learn what hire intent is and how to use Detail 1 Member Demographics record.

ESC December 2025 webinar  

Finding and Correcting Suspended Records   

How to locate suspended records, understand the error message, and correct the error or errors so the record will post.

ESC November 2025 webinar  

Office Hour   

Review important reminders about doing status checks on new employees, opening an employer reporting account, running reports near year-end, and helping employees stay informed. Includes top 10 things to remember about employer reporting.

ESC October 2025 webinar  

Year-End Reconciliation: How to Prepare for Year-End   

Review the benefits of cleaning up your PERS accounts before year end. Overview how to correct suspended records, run reports, get all your Regular reports posted, and get help from the Employer Service Center throughout the process.

ESC September 2025 webinar   

Year-End Reconciliation: How to do Eligibility Exception Reports   

Learn about Employer Eligibility Exception reports, who runs them and when, how to run them, how to interpret the reports, and how to change position type, if needed.

Employer-reporting videos

These videos explain the roles of employer reporters and web administrators, demonstrate simple EDX instructions, and explain reporting concepts.   

Title and linkDescription
PERS Employer-Reporting Video Series: Reporting a New Employee Watch step-by-step instructions for creating a new-hire record in EDX. Understand how to fill in address, Average Overtime Hours, and Contract No. of Months fields, then release the report. Includes steps for requesting a gender change to non-binary.
PERS Employer-Reporting Video Series: The Role of the Web Administrator See how to complete the Web Administrator Agreement Form, assign and change employer contacts (note: does not grant EDX access), and manage employer-reporter EDX accounts.
PERS Employer-Reporting Video Series: The Role of the Employer Reporter Watch how to create an employer reporter account, log in to EDX for the first time, troubleshoot EDX login issues, update your account information, learn PERS reporting, and get help.

Customer support

 
The Employer Service Center is a team of experts devoted to supporting you through the PERS-reporting process. For hours and contact information, go to the Employer Service Center webpage.