HRinsights
A University Human Resources Newsletter
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Welcome to the December Edition of HRinsights! |
As 2025 wraps up, we are bringing you updates and new opportunities for 2026. From financial wellness resources and exclusive perks to new retirement options, this issue has everything you need to start the new year strong.
Inside this issue:
Financial Wellness – Effective strategies for planning ahead
Coming Soon – New HR initiatives launching this spring
No Tax on Overtime – What it means for you
Employee Perks & Discounts – Save big on tech, travel & more
Go Paperless & Win – Sign up for a chance to win an iPad Air
Thank you for everything you do for Ohio University. We wish you a wonderful holiday season and an inspiring start to 2026!
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Big News for Your Retirement Strategy – Coming Early 2026! |
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Starting early next year, employees will have the opportunity to add Roth contributions to their voluntary 403(B) and/or 457(b) retirement plans. This new feature will give you greater flexibility in planning for your financial future by allowing you to make after-tax contributions with the potential for tax-free withdrawals in retirement, subject to IRS requirements. Be on the lookout for additional communications and training sessions that will guide you through the benefits and enrollment process. Get ready—2026 is the year to strengthen your retirement strategy!
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Ohio University has partnered with CAPTRUST Financial Advisors to help you take charge of your financial future. Whether you are planning for retirement, managing debt, or saving for big goals, CAPTRUST is here for you—at no cost as part of your benefits.
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What Can CAPTRUST Help You With?
Retirement Planning
✔ Choosing the right plan as a new hire
✔ Making the most of OHIO’s voluntary 403(b) and 457 plans
✔ How much to save and how to invest
✔ Coordinating OHIO plans with other investments (including your spouse’s)
Budgeting & Financial Wellness
✔ Creating a budget that works
✔ Debt management strategies
✔ Managing credit
✔ Saving for college, home ownership, and more
Schedule an appointment online or call 1-800-967-9948.
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UHR Forms Are Going Digital |
University Human Resources is transitioning most forms to TeamDynamix (TDX)—an online platform that makes it easier for employees to find, complete, and submit forms quickly and in one place.
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| Introducing Bobcat Beyond: Celebrating Learning |
Launching in Spring 2026, Bobcat Beyond is a new professional development recognition program designed to celebrate continuous learning. You will have opportunities at every level to earn a digital badge as you complete professional development activities. It is a great way to highlight your commitment to growth and learning.
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University Human Resources is introducing Bobcat Podium, a professional development program designed to help you strengthen your public speaking skills. Whether you want to polish presentations or feel more at ease in front of an audience, join us in a supportive, encouraging space. This program offers opportunities to share ideas, learn practical techniques, and connect with colleagues in a welcoming environment.
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Starting with the 2025 tax year, Ohio University will include qualified overtime amounts on W-2s to support compliance with the new federal “No Tax on Overtime” provision.
Applies to
Non-exempt employees who receive overtime pay for working more than 40 hours in a week.
What Counts as Qualified Overtime?
Hours worked beyond 40 in a week, as defined by FLSA Section 7. Only the “half” portion of time-and-a-half pay will be reported.
What to Expect on Your W-2
W-2s will include the total qualified overtime amount for reference when filing your tax return.
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Ohio University employees have access to exclusive perks and discounts—helping you save on the things you love and use every day.
Check out some of the deals you can enjoy:
🛒 Amazon Tech: Upgrade your tech with up to 40% OFF on Echo & Alexa devices, Fire Tablets & TVs, Ring doorbells, and more!
⌚ Garmin Smartwatches: Stay on top of your fitness goals—Save 20% on Garmin’s full-featured smartwatches and activity trackers.
🏨 Hotels: Planning a trip? Enjoy up to 20% OFF hotel stays.
🎟️ Ticket Discounts: From movie nights to Legoland adventures and sports events, score amazing deals on tickets.
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Upcoming Professional Development Opportunities |
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Financial Aid and Scholarships for Employee Dependents Workshop |
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Join us for an informative workshop offered by the Office of Student Financial Aid and Scholarships. The session will cover the Free Application for Federal Student Aid (FAFSA), financial aid awarding, and types of aid available. The session will provide details related to the 2026-2027 FAFSA and information specifically for employee dependents. We hope to see you there!
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| This workshop walks employees and supervisors through the process of the performance management review cycle, the forms and paperwork required, and how to best communicate and collaborate on performance management reviews and goal setting for the future.
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What to Know about Performance Evaluation Ratings |
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This session will help you build a shared understanding of rating definitions for the performance evaluation to ensure consistency across teams. You will identify behaviors and outcomes that align with each rating level and engage in discussions using performance examples.
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Check out the complete catalog to see all the trainings available!
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Don't Forget to Switch to Direct Deposit |
| Go Paperless with Your W-2 |
Enroll in paperless statements by December 31, 2025, for a chance to win an Apple 11-inch iPad Air!
Follow the steps below by December 31:
1. Navigate to the ADP website
2. On the pop-up, select options for paperless statements and email notifications.
3. Done!
Missed the pop-up? No problem:
- Click Go Paperless under the "Go Paperless" section, OR
- Select "your account" in the upper right corner of the screen (a small circle with your initials) and select “Settings” to update your preferences.
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Grosvenor Hall 324 1 Ohio University | Athens, OH 45701 US
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Visit www.ohio.edu/equity-civil-rights for Ohio University's Title IX Coordinator contact information and Notice of Non-Discrimination. ©2025 Ohio University. All rights reserved.
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