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

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?