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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 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. (Revised 07/2025)
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 07/2023)
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 01/2023)
6 Correcting Suspended Records
Errors that can cause record submissions to fail and how to fix the errors. (Revised 01/2023)
7 Reporting a New Employee
How to report a new or returning employee. (Revised 07/2024)
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 different types of leave of absence and how to report them in EDX. (Revised 01/2024)
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 05/2024)
16 Reporting a Retirement
Information on retirement eligibility, helping employees prepare for retirement, and reporting a retirement. (Published 10/2024)
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. (Published 11/2023)
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.(Published 03/2023)
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. (Published 06/2025)
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 Published 01/2023)
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. (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 (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. (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. (Published 09/2024)
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)
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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