Before PERS can pay an employee benefits, it needs certain information about the member. When you click on a member’s SSN listed on the Work List screen and that member’s Work Item Type is “Termination” (highlighted by the box), EDX redirects you to the Termination Request screen.
1 | Access the Work List screen following the instructions under “Accessing the Work List.” |
2 | Click on the SSN (highlighted by the box) of a member associated with “Termination” shown in the Work Item Type column.
In the PERS Comments text box, PERS specifies information it needs from you before it can begin processing the employee’s benefit request.
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3 | Click on the Job Segment link (highlighted by the box), and verify the employment dates are correct.
Important: If a date is incorrect, click the Cancel button, and then submit a Demographic Correction Request. Do not complete the Termination Request until PERS has corrected the employment date(s). |
4 | If the Last Day Service text box (highlighted by the box) is empty, type in the date corresponding to the last day the employee actually worked.
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5 | If the Term/End Date text box (highlighted by the box) is empty, type in the employee’s termination date. If termination was due to death, type the employee’s date of death in the Date of Death text box (indicated by the arrow); otherwise, leave the box empty.
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6 | If you are an employer that participates in the sick leave program, type the employee’s number of unused sick leave hours in the Gross Unused Sick Leave Hours text box and any transferred unused sick leave in the Transferred Unused Sick Leave Hours text box (highlighted by the box). If you are an employer that does not participate in the sick leave program, type 0 in the text boxes.
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7 | Click the Save button to submit the request to PERS, or click the Cancel button to exit without saving.
Note: If you leave out required information or you enter an invalid date in the Last Day Service and/or Term/End Date text boxes, EDX displays a Validation Error dialog box identifying the errors when you click the Save button.
If there are no errors, EDX displays a confirmation box to tell you the form has been submitted to PERS for review. The item is also removed from the Work List.
Note: EDX displays a validation message if you attempt to complete Termination Request after a member’s account is closed. |
