| 2007 Annual Reconciliation |
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Dear PERS employer,
The 2007 annual reconciliation process will begin Wednesday, 2 January 2008 and will end Friday, 29 February 2008.
How can you reduce the stress and frustration that may go with the "annuals" process? We suggest that you concentrate on these points:
1. Suspended DTL-2 records from 2007 with contributions.
2. Missing contributions for qualifying members in 2007.
3. Removing contributions for non-qualifying employees.
4.Incorrect use of the Non-Subject Salary field or "02 - Non Qualifying" wage code (such as during waiting time).
a. Is the salary in the correct field?
b. Did the person work qualifying hours?
c. Refer to the Payment Categories matrix on the PERS Employer website for clarification.
5. Retirees that may have exceeded the hours limit in 2007.
6. Contribution start dates (are they accurate?).
Are there tools which can help with the process? YES! The "Year-to-Date Wage and Contribution Summary" screen will show posted hours worked with you, and with every other PERS employer for whom a member may work. The "Employee Eligibility Exception Reports", will show posted and unposted hours worked with you, and with every other PERS employer. There are two types of exception reports, "Members Approaching Qualifying Hours" and "Members with Contributions Who may not Qualify", and both can be found through the "Eligibility Reports" tab on your EDX home page web site navigation area. The "Members Approaching Qualifying Hours" report will contain employee's names when those employees have approximately 550 hours of employment in 2007.
Your PERS Employer Service Center account representative is also available to help with record and report correction. The Employer Service Center may be reached at 888-320-7377 (toll free), 8:30 a.m.-12:30 p.m., Monday-Friday, or by e-mail at: Pers.edx.support@state.or.us
Best regards,
PERS Employer OCE Team
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