CHRS Knowledge Base

Configure BAS Group ID

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Overview

This job aid shows Benefits Officers how to configure a BAS group ID and run the process to assign a BAS Group ID to employees.

Background

  • BAS Group ID is a field that, when populated, identifies a specific population to receive an Open Enrollment event or a special benefits enrollment event class.
  • BAS Group ID is assigned by a process.
  • You must configure the process to identify eligible employees and then run the process to assign the BAS Group ID to the appropriate population.
  • Review all configuration options and determine the configuration settings for your campus based on your campus’s requirements.
  • Run the CSU BAS GROUP ID Assignment process on-demand before creating the Open Enrollment or special benefits enrollment event class.
  • The process runs nightly during Open Enrollment period at the start of the CSUBASOE job stream to update newly benefit-eligible employees.

Configure BAS Group ID

In this example, we modify the BAS Group ID for Fullerton to include employees who are active on the payroll.

Step 1:  Navigate to CSU BAS GROUP ID Configuration

  • Menu > Set Up HCM > CSU Product Related Setup >CSU Benefits Setup > CSU BAS GROUP ID Configuration
navigation button

Step 2:  Search for your BAS Group ID.

  1. Enter your search term.
  2. Click the Correct History check box.
    • Correct History mode is necessary to change the configuration.
  3. Click Search
search criteria menu

Step 3: Select your BAS Group ID.

image of search results with list of business units

Step 4:  Specify the Effective Date.

image of calendar field

Step 5:  Use the arrows or View All link, to find the attribute to modify.

image of details using arrows

Step 6:  Click the View Details button to change a setting.

image of details button

Step 7:  Configure the group ID criteria:

  1. Select Eligible to include or Ineligible to exclude from Open Enrollment
  2. Select the value to include
image of eligibility status for payroll
  • A checked box shows that this attribute is used for the BAS Group ID
payroll status check box

Step 8 Optional: Click the Plus button to add another criterion.,

plus symbol

Step 9:  Click Save when you are finished with configuration.,

save button
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