[DAS_Centralized_PERS_Services_Team] PERS Class Plan Coding for Retirees beginning 1-1-2020

[TOBIASSON Shauna M * DAS]

Agency HR & Payroll Staff,



With the passage of SB1049 PERS will no longer restrict work hours for regular retirees beginning January 1, 2020. PERS work hour restrictions will still apply for early retirees. The Executive Branch made the decision to maintain current work-after-retirement restrictions for Tier 1 and Tier 2 retirees, and extend those policies to OPSRP retirees. This means, all exec branch agency retirees will be subject to the 1,040 hour limitation and the exemptions in statute prior to the passage of SB 1049.



A few agencies have inquired about how to use the "R" and "M" PERS Class Plan in Workday now that there are new rules for working after retirement. Here is how DAS CPERS suggests these codes be used:


*        PERS Class Plan "R" Working with an hour limit: use for early retirees, all executive branch retirees, and  retirees at other agencies restricting retiree hour limits.
*        PERS Class Plan "M" No hour limit: use for retirees that meet an exception to the hour limit by statute, or work for a non-executive branch agency that is not imposing hour limits.



Agencies are required to follow the status check process and use discretion when setting up the appropriate PERS Class Plan in Workday. If you need any assistance with determining the appropriate PERS coding to use in Workday, please contact your CPERS Analyst<mailto:Central%20PERS%20Services%20Team%20*%20DAS%20%3cCentral.PERSServicesTeam at oregon.gov%3e>.



PERS information on SB1049 and working after retirement may be found here<https://www.oregon.gov/pers/RET/Pages/Work-After-Retirement.aspx>.

DAS policy on working after retirement is attached.



Please keep an eye out for an email coming soon about P010 coding for all retiree positions.



Sincerely,

Shauna Tobiasson | Senior CPERS Analyst | DAS-EGS-CPERS
shauna.m.tobiasson at oregon.gov<mailto:shauna.m.tobiasson at oregon.gov>  | Ph: 503-378-6372
Website: http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx

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