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SERS trains agencies on employer portal login, security-admin appointments and Okta sync
Summary
A State Employees' Retirement System presenter walked agency payroll and HR staff through the employer services login, Okta email-domain sync issues, and the online process to appoint security administrators and assign roles.
SERS staff conducted a step-by-step walkthrough of the State Employees' Retirement System employer services portal, explaining how agencies should sign in, who to contact when email domains are not synced with Okta Workforce, and how to appoint a security administrator and assign user roles.
The SERS presenter said the “best way to reach us is through email,” and explained that counselor-managed inboxes receive submitted forms and questions. For agencies whose email domains are not synced with Okta Workforce, the presenter instructed agencies to open a ServiceNow ticket with the Illinois Department of Innovation & Technology (DoIT) at (217) 524-3648 before appointing a security administrator or assigning roles. The presenter also showed the portal path: click the State Employees' Retirement System link on srs.illinois.gov, select Employer Services Login, then follow the Security Administrator and User Management menus.
Why it matters: appointing the correct security administrator and assigning the right roles in Employer Services is necessary for agencies to manage payroll coordinators, retirement coordinators, tier-determination users and other access that affects member records and benefit processing.
The presenter demonstrated how to download and complete the Agency Security Administrator Appointment Request form from the Security menu, generate the email to SERS from the portal, and submit the form. For assigning retirement and payroll coordinators, the presenter showed the User Management workflow: Add New User → search/select employee → choose role (retirement coordinator, payroll coordinator, signature designee, tier determination user) → enter agency and work email → verify email → save. The presenter noted steps for correcting incorrectly assigned roles by using the Security Review listing to remove a role and reassigning via User Management.
The training clarified that tier-determination responsibilities should be assigned to dedicated tier determination users (not payroll coordinators or signature designees) and that agencies must request SERS assistance when correcting previously misassigned roles. The presenter reiterated the ServiceNow/DoIT phone number for email-domain sync issues and encouraged agencies to use the portal workflows shown in the webinar for secure access and role changes.
Agencies with unresolved access issues were told to contact DoIT via ServiceNow and to email the SERS counselors’ inbox for follow-up. The presenter closed by noting SERS resources such as employer workshops, webinars and publications available through Employer Services.
