[DAS_Centralized_PERS_Services_Team] FW: Prior year corrections and Workday

[TOBIASSON Shauna M * DAS]

Forwarding on behalf of OSPA.

From: OSPS-News [mailto:osps-news-bounces at listsmart.osl.state.or.us] On Behalf Of Announcements from OSPS to the users of the Oregon State Payroll Application
Sent: Tuesday, February 26, 2019 10:58 AM
To: OSPS News (osps-news at listsmart.osl.state.or.us) <osps-news at listsmart.osl.state.or.us>
Subject: OSPS E-News ~ Prior year corrections and Workday

Payroll Professionals,

Workday has a date wall of 1/1/2019.  That means data will not be sent to OSPA that is effective prior to that date.  For payroll offices you will need to treat anything prior to 1/1/2019 like a prior tax year adjustment.  In Workday HR offices will be adding notes to the employee's profile with the details about the change.  HR and payroll need to work together on when the change takes place.

The following categories should be reviewed when PERS corrections are involved for prior year adjustments.  Please remember only SEIU was employee paid prior to January 2019.

If there are PERS corrections needed for a prior tax year with no wages owed:

*        Do not make P060 entries for prior year corrections in OSPA

*        The agency will pay for this outside the payroll system when DAS Centralized PERS reconciles the agency's PERS account
If there are PERS corrections (employer paid pick up) needed for December 2018 with no wages owed:

*        Make the P060 entries for December 2018  in the current pay period

*        Send YTD-Correction form or spreadsheet to CPERS with details
If an employee is owed additional wages (6.95% PERS Pick up, Differentials, Reclass, etc.) for December 2018 or a prior tax year and is making PERS contributions:

*        If employer paid contributions and employee is NOT SEIU represented.

a.      Make PERS subject P050 entries in current pay period

b.      Send YTD-Correction form or spreadsheet to CPERS with details

*        If employee is SEIU represented, and wages owed are for October 2016 or prior

a.      Use Non-PERS subject P050 entries in current pay period

b.      Make P060 entries using employer paid pick up code  (RSE, RSM, RSP)

                                                    i.     Make sure to use the corresponding match rate

c.      Send YTD-Correction form or spreadsheet to CPERS with details

*        If employee is SEIU represented and wages are owed for November 2016 to December 2018

a.      Use PERS subject P050 entries in current pay period

b.      Send YTD-Correction form or spreadsheet to CPERS with details
If employee owes money back for a prior tax year:

*        These should be collected outside the payroll system if it is for a prior tax year

a.      A/R account through Accounting

*        Employee would need a corrected W2 once overpayment is repaid in full for the prior tax year

*         Send YTD-Correction form or spreadsheet to CPERS with details (no need to wait for employee to payback)
If you have a scenario that you feel does not fall into one of the above categories please contact the OSPS Helpdesk.

Thanks,

Seth Lewis
Manager
DAS/EGS/FBS/Oregon Statewide Payroll Services
503-373-0198, direct
503-378-3518, fax
503-378-6777, OSPS Help Desk
seth.lewis at oregon.gov<mailto:seth.lewis at oregon.gov>
Visit Our Online Resource Center:  State of Oregon: Oregon Statewide Payroll Services<http://www.oregon.gov/das/Financial/Payroll/Pages/Index.aspx>

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