SERS shows payroll-deduction workflows and online tier-determination requests

SERS walked employers through the Employer Dashboard payroll-deduction management screens and the online tier determination request workflow used to establish members' tier status.

The presenter described four payroll-deductions tabs on the Employer Dashboard: Installment Setup (receivables needing payroll-deduction setup), Lump Sum Setup (lump-sum sick and vacation payout deductions), Upcoming Payoff (receivables due to pay off within 60 days) and Payment Completed (payments that have been paid off and require stop-payment action). Each list displays redacted SSNs, EIN, payment type, tax treatment (pre/post-tax), start or payoff dates and warning icons when a setup is past due. Agencies can mark setup completed or stop-payment completed; SERS accounting may take up to two weeks to post deductions so warning icons can appear briefly even after agencies act.

The presenter also reviewed the online Tier Determination Request list (Pending and Completed), explained how to create a New Hire Determination Request by entering the new hire's name, birthdate, SSN (entered twice for verification) and any reciprocal systems, and said SERS staff will review requests and lock them once review begins. The presenter emphasized that tier determination requests are no longer paper-based and must be submitted through the portal. The presenter also noted that security administrators can request SERS to perform a tier determination when an agency needs SERS assistance to correct incorrectly assigned roles.