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Employer Reporting Requirements 2026

Thank you for sharing your needs and wishes for a next-generation PERS reporting tool. This questionnaire gathers data about how you report demographic and payroll information to PERS, what new features would help you report better, and what current Employer Data Exchange (EDX) functionality causes you the most delay and frustration.

All questions are required. If you are responsible for more than one employer in EDX, please fill out this survey based on the largest employer you support.

If you have questions or additional information to share, please email the PERS Product Owner Team: Product.Owner.Team@pers.oregon.gov
1.Please enter your work email address.(Required.)
2.Select all roles at your organization that use EDX. For each role, what level of access does it need?(Required.)
View only
Edit or update data
Full administrative access
Manage user access
Other permissions (please specify below)
Payroll
Finance or Accounting
Human Resources (HR)
Web administrator
Another role (please specify below)
3.Which standard reports do you need, and how often would you like each one to be available? Select all that apply.(Required.)
On-demand based on parameters
Daily
Weekly
Monthly
Quarterly
Annually
By wage and contribution report date
Another cadence (please specify below)
Members approaching retirement age
Members who have applied for retirement
Allocated payments
Employer invoice detail report
Members with voluntary contribution elections
Year to Date Wage and Contribution Summary
Year to Date Wage and Contribution Detail by employee
Active employees
Inactive employees
Retiree hours worked
Other report (please specify below)
4.What self-service filters or reporting tools would help you quickly find and fix issues in your submissions? Select all that apply.(Required.)
5.What information should be displayed about side account balances and activity to ensure proper monitoring and financial reporting? If your employer does not have a side account, please type “N/A.”(Required.)
6.What kind of alerts, notifications, or dashboard indicators from PERS would be most helpful for your organization? Select all that apply.(Required.)
7.Which events warrant alerts from PERS (either before or after they occur)? Select all that apply.(Required.)
8.What types of communication tools in EDX would help you interact securely with PERS staff and track your requests? Select all that apply.(Required.)
9.Do you upload a .dat file to EDX to report payroll on a regular report?(Required.)
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