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Using the EDX reporting system

PERS provides a variety of ways for employers to master using the Employer Data Exchange portal.

Learning how to use EDX

Every PERS-participating employer has a web administrator and up to 15 employer reporters authorized to use EDX. To help you learn how to use EDX, the PERS Employer Service Center (ESC) offers written manuals, instructor-led training, and on-demand training videos (coming in 2023). Once you understand how to report in EDX, your ESC representative can help you answer questions and solve issues.

Setting up an account

Web administrator

A new web administrator must request an account from PERS as follows:

  1. Fill out the Web Administrator Agreement form.
  2. Print the form, sign it, and get a signature from an official at your organization, who must be the head of the agency or someone who makes financial decisions for the agency.
  3. Submit the form to the PERS Employer Service Center.
  4. Scan and email it to PERS.EDX.Support@pers.oregon.gov.

Employer reporter

A new employer reporter can set up their own account in EDX. It requires approval from the web administrator to get activated.

  1. Go to the PERS Log In page. Do not log in.
  2. Click Open an Employer Reporting Account.
  3. Choose a user ID and password and click Save Account.
  4. Notify your agency’s web administrator that you have submitted a request to open an account.

Choosing a user ID and password

User ID: must not be claimed by anyone else and must be at least six characters long. Most often, it is your last name and first initial (e.g., DoeJ).

Password: must be composed of the following.

  • At least seven characters.
  • Three of these four character types:
    a. An uppercase letter (A–Z).
    b. A lowercase letter (a–z).
    c. A numeric character (0–9).
    d. A special character (e.g., !, #, @, %).

Using the test environment

The EDX test environment enables reporters to practice using EDX without affecting actual data.

Access the test environment.

Instructions for learning EDX in the test environment.

Troubleshooting EDX issues

Go to the EDX Troubleshooting webpage.

Learning how to automatically upload wage data

For instructions on using automated data upload to send wage data to PERS, go to the Automated Data Upload webpage.