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Developing a Year-end Plan OSPS Year-end Mini-Conference

Developing a Year-end Plan OSPS Year-end Mini-Conference. Presented by: Katherine Bremser Date: October 19, 2009. Old Adage. “He who fails to plan, plans to fail”. 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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Developing a Year-end Plan OSPS Year-end Mini-Conference

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  1. Developing a Year-end PlanOSPS Year-end Mini-Conference Presented by: Katherine Bremser Date: October 19, 2009

  2. Old Adage “He who fails to plan, plans to fail”

  3. Purpose • Timely and Accurate W-2 Forms • Minimum number of W-2 corrections • Better service to employees • Less risk for the agency

  4. Key Resources • Statewide Payroll Processing Calendar • Recommended Payroll Practice – Year End Payroll Processing • System reports • Year-end calendar or check list

  5. 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

  6. Developing Your Plan • Written format • Identify all tasks • Assign tasks to staff • Schedule meetings with key business partners • Schedule communications

  7. 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!

  8. 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

  9. Lessons Learned • Consider a year-end review of what worked and what didn’t • Log issues to help in the following year’s planning

  10. 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

  11. What questions do you have?

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