[DAS_Centralized_PERS_Services_Team] FW: PERS Calculation Update and Workaround for Seasonals and Transfers

[TOBIASSON Shauna M * DAS]

Good afternoon,

The attached OSPS e-news from the Workday Admin team addresses issues with PERS calculations that have been occurring in Workday since May 2024. These issues have resulted in an increased number of PERS contribution errors and as a result, an increased number of PERS adjustment requests coming from CPERS.

As outlined in the OSPS e-news there is a manual work around in place that requires agency payroll partners to verify the PERS calculations for the impacted populations and make pay input entries to correct the PERS deductions. Please be sure to review that PERS deductions are accurate prior to issuing final pay. Utilizing this workaround will prevent the need for retroactive PERS adjustments.

Please be aware that to prevent increases to CPERS annual invoices for 2024, this workaround will need to be utilized and PERS adjustments need to be completed before year end.

Thank you,

Shauna Tobiasson
Senior CPERS Analyst
DAS Centralized PERS Services Team
Cell: 971-719-3173,
Connect with me on Teams<https://teams.microsoft.com/l/chat/0/0?users=shauna.m.tobiasson@das.oregon.gov>
Website: https://www.oregon.gov/das/Financial/Payroll/Pages/cpers.aspx
Pronouns: she, her, hers



From: OSPS-News <osps-news-bounces at omls.oregon.gov> On Behalf Of Announcements from OSPS to the users of Workday Application
Sent: Thursday, October 17, 2024 1:53 PM
To: Announcements from OSPS to the users of the Oregon State Payroll Application via OSPS-News <osps-news at omls.oregon.gov>
Subject: OSPS E-News ~ FW: PERS Calculation Update and Workaround for Seasonals and Transfers

On behalf of Workday Admin-

________________________________
Payroll Partners,

The Workday Change Advisory Board (CAB) approved item 196 - Update PERS Codes to Calculate When an Employee is on an Extended Leave of Absence. This item was tested and approved for implementation in the May 2024 release with a known issue around the timing of a termination and the resulting PERS calculation.

In August, Release item 614 was implemented to resolve the timing of termination and PERS calculations that was identified in May 2024.

We then learned that there were some additional PERS calculation issues around Transfers and Seasonals. Seasonals and Transfers are new release items that are in progress and targeted for Nov. Release.
Please see the attached timeline to help clarify which pay periods are impacted by these PERS calculation errors.

Please take the following steps with Seasonal and Transfers for corrections to PERS calculations.

  1.  Look at "PERS EE Paid" deduction on the "Gross to Net" tab
  2.  Look at the "PERS Pension" Employer deduction on the "Additional Pay Components" tab
  3.  Calculate the correct percentage based on the PERS Class Plan
  4.  Use the "New Hire/Re-Employment Checklist<https://wd5.myworkday.com/oregon/email-universal/inst/25755$685/rel-task/2998$40834.htmld>" to validate employees pay (include all earnings and deductions)
  5.  Use the "New Hire/Re-Employment Checklist<https://wd5.myworkday.com/oregon/email-universal/inst/25755$685/rel-task/2998$40834.htmld>" to validate leave balances
  6.  Make pay input to adjust the PERS Employee and Employer paid entries as needed.
     *   It is recommended that Pay Input be entered as a one-time adjustment for the additional amount needed to correct the PERS Class Plan percentage amount.

In addition to the corrections to seasonals and transfers, you will also want to review terminations from May - July 2024 for any potential corrections to PERS calculations.

We apologize for this error and any inconvenience it may cause and will keep you notified when these items have been resolved.

Please submit a case if you have any questions about this issue.

Sincerely,


DAS Workday Team


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