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Developing a Year-end PlanOSPS Year-end Mini-Conference
Presented by: Katherine BremserDate: October 19, 2009
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Old Adage
“He who fails to plan, plans to fail”
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Purpose
• Timely and Accurate W-2 Forms
• Minimum number of W-2 corrections– Better service to employees– Less risk for the agency
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Key Resources
• Statewide Payroll Processing Calendar
• Recommended Payroll Practice – Year End Payroll Processing
• System reports
• Year-end calendar or check list
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Planning Starts January 1
• Part of your annual strategic business planning– Many issues are “all year” – Have controls in place throughout the
year
• Year end should be a review and finalization– A safety net to ensure W-2 accuracy
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Developing Your Plan
• Written format
• Identify all tasks
• Assign tasks to staff
• Schedule meetings with key business partners
• Schedule communications
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Developing Your Plan
• Review problem areas from last year
• Develop a check list or other way to be sure you are on track
• Establish check points
• Ensure training and consistency in processing year-end terminations
• “Steal Shamelessly” -- good ideas are everywhere!
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Enlist Support
• Make sure that your manager understands and supports your year-end plan
• Provide a list of all of the risks associated with non-compliance– Ask for support in enforcing
expectations of key business partners
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Lessons Learned
• Consider a year-end review of what worked and what didn’t
• Log issues to help in the following year’s planning
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2009 Gold Star Winners
• Department of Justice – Verlene Patton, Manager
• Department of Forestry – Betsy Kelly, Manager
• http://oregon.gov/DAS/SCD/OSPS/checklist.shtml#Year_End
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What questions do you have?