PERSI Adjustments
The links below provide instructions on how to process a PERSI Adjustment for:
Both the Employee and the Employer
Employee only
Employer only
Purpose: PERSI Adjustments are to be used by agencies when a contribution is due to PERSI or when a contribution needs to be refunded, for the employee, employer, or both. PERSI Adjustments are entered into IPOPS for current Fiscal Year only.
Note: For prior Fiscal Year PERSI Adjustments, the agencies do not need to enter anything into IPOPS, as these adjustments will be entered into STARS by the State Controller's Office.
1. Add a 110 deduction (PERSI Contribution Adjustment) through Employee Voluntary Deductions under the Personnel actions in IPOPS. Enter the deduction amount for 1 penny, select App code 4, and use the last four digits of the employee's SSN for the Account Number.
Note: This step only turns the deduction on so that it exists in the employee's record.
2. The next day, go into Benefit Deduction Adjustments, under Payroll actions in IPOPS. Go to the second section of boxes and select code 952 from the blue check-marked box. Enter the dollar amount under “Employer Additional Adjustment Amount" in the Deduction or Refund section. The effective date needs to be a date in which the employee will be getting paid, then submit.
3. Next, go into Employee Deduction Adjustments, under Payroll actions in IPOPS. Select code 110 PERSI – Contribution Adjustment from the blue check-marked boxes, and add in the Deduction or Refund amount. The effective date needs to be a date in which the employee will be getting paid, then submit.
4. Go back into Employee Voluntary Deductions, under Personnel actions in IPOPS. Turn off the 110 deduction by selecting 'N' under the Status column.
5. Verify the Payroll Register on Bi-Weekly Payroll Pre-Processing to confirm the adjustment is correct.
2. The next day, go into Employee Deduction Adjustments, under Payroll actions in IPOPS. Select code 110 PERSI – Contribution Adjustment from the blue check-marked boxes, and add in the Deduction or Refund amount. The effective date needs to be a date in which the employee will be getting paid, then submit.
3. Go back into Employee Voluntary Deductions, under Personnel actions in IPOPS. Turn off the 110 deduction by selecting 'N' under the Status column. You do not need to wait for the deduction adjustment to process through payroll.
1. Go into Benefit Deduction Adjustments under Payroll actions in IPOPS.
2. Select the second section of boxes under Employer Additional Adjustment Amount. Click on the blue check-marked box and choose code 952.
3. The effective date needs to be a pay period begin date. These adjustments can be completed for any employee who is active, inactive, or terminated.
4. Enter in the amount under “Employer Additional Adjustment Amount" in the Deduction or Refund section, then submit.