January 13, 2025

Updated ViewDirect/Mobius View Report: Employees with Blank EID but Populated Associated Amount (Report ID: PDSQ0122)

Action Required: Share the following information with all human resources (HR) office employees.

Description: The State Controller’s Office (SCO) released an updated report on Rank-and-File and Excluded employees with incorrect data in Item 351, Established Earnings.

The report dated January 2, 2025, is available on ViewDirect or Mobius View under report ID PDSQ0122, “Employees with Blank EID but Populated Associated Amount.”

This report will be generated by SCO monthly. Departments must review the transactions listed on PDSQ0122 each month and correct all records. Previous versions of the report are still accessible on ViewDirect or Mobius View.

Please refer to Personnel Letter #24-007 issued on April 11, 2024, for more information.

Population Affected: All HR Offices

Tips for Processing Lump Sum Separations

Action Required: Share the following information with all human resources (HR) office employees. 

Description: To help ensure that your lump sum separation Personnel Action Request (PAR) packages are accurately processed and meet the mandated requirements, use the tools in the Lump Sum Separation Toolkit and follow the tips below. 

  • Lump Sum and Tax-Exempt Status: For employees claiming a tax exemption, the tax exemption will expire on January 31, 2025. Any lump sum payment issuing beyond the January pay period will revert to “single” for federal and “single and zero” for state. Therefore, to continue a tax exemption beyond the January 2025 pay period, departments must key an Employee Action Request (EAR) transaction to permanently (PERM) exempt the employee from taxes. To permanently exempt an employee from taxes, follow the keying instructions in the Federal Withholding FAQs under How do I key PERM exempt for a deceased employee? (You will find additional information in the EAR STD. 686 Keying Guide and Personnel Action Manual (PAM) Section 10.16.1.) The State Controller's Office (SCO) recommends that departments key the permanent exemption EAR transaction prior to submitting the lump sum PAR package. SCO will not re-issue lump sum payments due to untimely or incorrect EAR transactions. 
  • Internal Revenue Service (IRS) Contribution Limits: Savings Plus plan contribution limits (including the limits for the Special Age-Based (60-63) Catch-Up) are provided on the Savings Plus IRS Contribution Limits webpage. 

Population Affected: All HR Offices