Configure BAS Group ID
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
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Step 2: Search for your BAS Group ID.
- Enter your search term.
- Click the Correct History check box.
- Correct History mode is necessary to change the configuration.
- Click Search
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Step 3: Select your BAS Group ID.
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Step 4: Specify the Effective Date.
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Step 5: Use the arrows or View All link, to find the attribute to modify.
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Step 6: Click the View Details button to change a setting.
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Step 7: Configure the group ID criteria:
- Select Eligible to include or Ineligible to exclude from Open Enrollment
- Select the value to include
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- A checked box shows that this attribute is used for the BAS Group ID
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Step 8 Optional: Click the Plus button to add another criterion.,
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Step 9: Click Save when you are finished with configuration.,
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Populate the CSU BAS GROUP ID Assignment
The morning open enrollment starts, run the CSU BAS GROUP ID Assignment process on-demand to populate the BAS GROUP ID field on applicable Job Data rows for your open enrollment employee population.
Step 1: Navigate to CSU BAS GROUP ID Assignment
- Menu > Benefits > Manage Automated Enrollment > Events > CSU BAS GROUP ID Assignment
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Step 2: Search for your run control ID
- If you do not have a run control ID, open the Add a New Value tab to create one. Otherwise, the CSU BAS Group ID Assignment page opens.
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Step 3: Run the process:
- Select your open enrollment schedule ID
- Check the Preview check box
- Click Run
- The Preview check box allows you to view a report for you to confirm that the correct population is selected for Open Enrollment.
- The Process Scheduler Request page opens
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Step 4: Click OK
- You are returned to the CSU BAS Gropu ID Assignment page.
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Step 5: Write down the Process Instance number.
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Step 6: Click Process Monitor.
- Process Monitor opens.
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Step 7: Locate your process in the Process List.
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Step 8: Click Refresh until the Distribution Status is Posted.
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Step 9: Click the Details link.
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Step 10: On the Process Detail page, click View Log/Trace.
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Step 11: Select the BAS_Group_ID_#####.log file to open it.
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Step 12: Review the report
- This report shows that one job record will be updated.
- The CSU BAS GROUP ID Assignment process identifies and lists on the report employees who will receive a BAS Group ID and who also have future-dated Job Data rows. BAS GROUP IDs may change for employees with future-dated job rows
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Step 13: Correct the BAS Group ID configuration, if needed, See Configure BAS Group ID
Step 14: Run the process in Final Mode
- To run in Final mode, clear the Preview check box.
- The BAS GROUP ID that the process sets stays in that field until:
- The process removes it.
- The process updates it the following year.
- A user manually changes it.
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