This job aid shows Benefits officers how to maintain their contact information that prints on forms.

• Set up the Benefits Officer Table
• Update the Benefits Officer Table

Use this procedure for the initial setup. After Initial Setup the benefits officer will use Update benefits officer table procedure.

Step 1: Open the CSU Benefits Administrator tile.

Step 2: Navigate to CSU Benefits Officer Info

• Benefits Management > CSU Benefits Officer Info

Step 3: Click Add a New Value to create a new row

Step 4:  Enter your Business Unit (Campus)

Step 5:  Click Add.

Step 6:  On the CSU Benefits Authorized Staff page:

1. Look up your benefits Officer User ID.
2. Select the Benefits Officer check box
   • If you do not know the person’s User ID, you can also search by name.
   • Do not add more rows. Only one Benefits Officer prints on the forms.

Step 7: Click Save

• Your Benefits Officer information is saved. New forms will have this contact information printed on them by default.

Benefits Officer contact information does not automatically update in this table when the personal data is updated. When the officer changes, or when the email or phone number changes, you must update this table.

• Use this procedure to update the Benefits Officer Table when the Benefits Officer changes or the contact information changes.

Step 1: Open the CSU Benefits Administrator tile.,

Step 2: Navigate to CSU Benefits Officer Info

• Benefits Management > CSU Benefits Officer Info

Step 3: On the Search page:  

1. Enter your Business Unit (campus).
2. Click Search.

Step 4:  Select your business unit.

Step 5:  Click the Plus button to add another row.

Step 6:  On the CSU Benefits Authorized Staff page:

1. Look up your benefits Officer User ID
2. Select the Benefits Officer check box.
3. Click the Minus button to remove the previous row
   1. Do not leave more than one row in this table. Only one Benefits Officer can be printed on the forms.

Step 7:  Click Save

• Your Benefits Officer information is saved. New forms will have this contact information printed on them by default.

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