This job aid shows new employees how to use Self Service to enroll in benefits.

You have 60 days from your hire date to complete Benefits enrollment.

Have ready the following information:

• Birth certificates
• Marriage certificates
• Adoption papers
• Applicable court documents for recognized children

Before you start, consider your options:

• You can enroll in either a Medical plan or use Medical Flex Cash, but not both.
• You can enroll in either a Dental plan or use Dental Flex Cash, but not both.

Before you can begin to enroll in benefits, you must contact your Benefits office so that they can prepare the system for you to enroll.

On the Benefits Enrollment page you can review your enrollment summary and review each of your benefit electives

Step 1. Click the Hire/Newly Eligible Enrollment tile on your Employee Self Service Homepage.

Step 2. Find the New Hire Newly Eligible event and then click Start.

The Benefits Enrollment page opens.

Medical, Dental, and Vision benefits options have similar page layouts and procedures.

Step 1. On the Benefits Enrollment page, click a tile to open enrollment options for that benefit.

2. Select dependents to enroll.

STOP: If you need to add a dependent that is not shown in the Dependents list, stop this procedure now and go to Add Dependents. You can come back to this step after your dependents are added. If you have no more dependents, continue on to step 3.

Step 3. Optional: Review your options.

1. Open the ESS Handbook Medical to see CSU Employee resources information on a separate browser tab. You can close this tab when you finish reading the information.
2. Click the Information icon  for a short overview of benefit costs.
3. Click Overview of All Plans to open a cost breakdown of all plans for comparison.

The costs on this page include the dependents that are enrolled.

Costs may vary.

Step 4. Select a benefit option.

Your select button changes to a check mark.

Step 5. Click Done.  

Step 6. Confirm that your benefit status is changed.

What to do next:

•Repeat this procedure until you have selected options for Medical, Dental, and Vision plans.
• Optional: Enroll in Flex Spending benefits.
• Submit your enrollment options.

Use these procedures to add a new dependent to your benefits:

• Add Dependent Name and Personal Information
• Update Dependent’s Address
• Add Dependent’s National ID
• Optional: Update Dependent’s Phone
• Optional: Update Dependent’s Email
• Save Dependent Information

The following list shows which dependents are eligible for benefits, and any additional requirements.  

IMPORTANT: Any dependent types that are not on this list cannot be added to your benefits plans.

Step 1. Click Add/Update Dependent.

Step 2. Click Add Individual.

• The Add Individual Dependent/Beneficiary Information page opens.

Step 3. Click Add Name.

Step 4. Complete the required fields:

• First name
• Last name

• The name must be the legal name (on the birth certificate) not the preferred name.

Step 5. Click Done.

Step 6. Confirm that the name is spelled correctly.

• Click the name to edit if it is incorrect.

Step 7: Complete the Personal Information section:

• Date of Birth
• Gender
• Relationship to Employee
• Marital Status
• Student
• Disabled
• As of dates

Guidelines

• Marital Status is recommended, but not required.
• Smoker is not used.
• As of date should be the hire date
• Disabled: if you set Disabled to Yes, you must submit Proof documents to your Benefits office.

Step 8. Review the address information.

Address defaults to your address. If your dependent’s address is:  

• Different from yours, go to Update Dependent’s address.
• The same as yours, skip to Add Dependent’s National ID.

By default, your dependent’s address is the same as yours. If your dependent lives at another address, use this procedure to update your dependent’s address.

Step 1. Click the row to correct.

Step 2. Toggle the Same As Mine toggle to No.

Step 3. Complete the Address fields:

- Address type
- Country
- Address 1
- Address 2
- Address 3
- City
- State
- Postal

Guideline: Address 1, Address 2 and Address 3 are all for one address (example: apartment number). Do not use these fields for multiple addresses.

4. Click Done.

The address is corrected.

Use this procedure to add your dependent’s National ID (Social Security Number).

Step 1. Click Add National ID.

Step 2. Complete the National ID information.
- Country
- National ID

Guidelines

• National ID type defaults to Social Security Number in U.S.

• Primary is always set to Yes.

Step 3. Click Done.

The national ID is entered.

Step 1. Click Add Phone.

Step 2. Complete the Phone Number fields.

Step 3. Click Done.

Step 1. Click Add Email.

Step 2. Complete the email fields. - Email Type - Email Address

Step 3. Click Done.

The email information is saved.

Step 1. When you have completed entering dependent information, click Save at the top of the page.

Your dependent/beneficiary information is saved.

Step 2. Close the Dependent and Beneficiary Information page.

Step 3. Check the box to enroll your dependent in the benefit. Do not forget this step.

Step 4. Click Done.

You return to the Benefit Enrollment page.

If you choose flex cash instead of medical or dental plans, use this procedure to enroll in:

• Dental Flex Cash
• Medical Flex Cash

Step 1. On the Benefits Enrollment page, click a tile to open enrollment options for that benefit.

Step 2. Select an option.

Step 3: Enter Non_CSU Insurance Information:

1. Toggle Coverage through Another Subscriber.
2. Enter Dental Subscriber social security number (if applicable).
3. Enter Dental Carrier.
4. Enter Policy Number.

Step 4: Click Done.

Step 1. On the Benefits Enrollment page, click a tile to open enrollment options for that benefit.

Step 2. Select an option.

Step 3. Calculate cost:

1. Enter a number in the Annual Pledge field.
2. Click Flexible Spending Account Worksheet to open The Flexible Spending Account Worksheet.

• The maximum may vary. Check with your benefits officer about current maximum.
• Use the Worksheet to help you calculate your annual pledge based on the amount you will contribute from the remaining paychecks of the year.
• For more information about HCRA accounts, see: https://www.csum.edu/hr/media/2024-hcra-guide.pdf

Step 4. Click Calculate.

Step 5. Optional: Recalculate the costs.

1. Change charge period.
2. Change Amount.
3. Click Calculate.

Step 6. When you are satisfied with the cost, click Done.

Annual pledge calculation is completed.

Step 7. Click Done.

Your flexible spending option is updated.

Step 1. On the Benefits Enrollment page, click a tile to open enrollment options for that benefit.

Step 2. Select an option.

Step 3. Calculate cost:

1. Enter a number in the Annual Pledge field
2. Click Flexible Spending Account Worksheet to open the Flexible Spending Account Worksheet.

• Maximum may vary. Check with your benefits officer about current maximum.
• Use the Worksheet to help you calculate your annual pledge based on the amount you will contribute from the remaining paychecks of the year.
• For more information about DCRA accounts, see: https://www.csum.edu/hr/media/2024-dcra-guide.pdf

Step 4. Click Calculate.

Step 5. Optional: Recalculate the costs.

1. Change charge period.
2. Change Amount.
3. Click Calculate.

Step 6: When you are satisfied with the cost, click Done.

Annual pledge calculation is completed.

Step 7. Click Done.

Your flexible spending option is updated.

Step 1. Review your enrollment decisions.

• Make sure you have selected all of the options you want. After you submit your options, you will not be able to change them.

Step 2. Click Submit Enrollment.

If the button does not activate, refresh your browser page.  

Step 3. Read the Benefits Alerts, then click Done.

Step 4. Click the Home button to return to the homepage.

After the Benefits office has processed your Benefits enrollment, you will be able to print out a Benefits Confirmation Statement by using the Benefits Statement tile. Print this statement for your own records.

Step 1. Click the Benefit Statements tile on your Employee Self Service Homepage.

Step 2. Select Confirmation Statement from the Statement Type menu.

Step 3. Click the statement row.

All your future statements will be shown here in addition to the current statement.

Step 4. Click Expand All to see the statement details.

Step 5. Optional: click Print View to print a copy of the statement.

Step 6. Close the statement.

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