This job aid shows Benefits officers how to generate and print online confirmation statements.

• Optional: Get the Event ID
• Generate online confirmation statements
• Optional: Monitor the process
• Download or print online confirmation statements
• Download and optionally print online confirmation statements
• Regenerate Online Confirmation Statements
• Reprint Online Confirmation Statements to PDF

If you are generating confirmation statements for a specific employee event, get the event ID from the Update Event Status page.

Step 1: Open the CSU Benefits Administrator tile.,

Step 2: Navigate to Update Event Status  

• Enroll in Benefits > Update Event Status

Step 3: Search for the event:

1. Enter search criteria
2. Click Search

Step 4: Find the Event ID for the qualifying event for which you are printing the confirmation statements.,

Step 1: Open the CSU Benefits Administrator tile.,

Step 2: Navigate to Online Confirmation Statements

• Forms Statements Letters > Online Confirmation Statements

Step 3: Search for your Run Control ID

• If you do not have a Run Control ID, click Add a New Value to create one.

Step 4: Use the Lookup (magnifying glass) to find the Schedule ID.,

Step 5: Select the following options:

1. Online and Print
2. Finalized – Enrolled
3. Include All Employees

• Online Only – Use this option when you do not want to print hard copies. Use this option if your campus is full self-service eBenefits. Employees can access their own statements.
• Online and Print – Use this option when you want to print hard copies for employees who cannot access their own statements. Do not change the language.
• Print only – Do not use this option.
• Draft – Do not use this option.
• Include All Employees – Generates a confirmation statement for all finalized enrolled employees in this schedule ID.

Step 6 Optional: Generate a statement for a single employee:

1. Clear Include All Employees option.
2. Use the Lookup (magnifying glass) to find the employee ID.
3. Verify the correct Event ID is selected.,

Step 7: Click Run

• The Process Scheduler Request opens.

Step 8: Click OK.,

If you do not have access to Process Monitor, skip this procedure.

Step 1: From the Online Confirmation Statements page, click Process Monitor

Step 2: Click Refresh until the Distribution Status is Posted

Step 3: Click Details

Step 4: Click View Log/Trace

Step 5: Click to open each of the files:

• Log file (log)
• Trace file (trc)
• Verify no errors are listed in each file

Step 6: Click Return to close View Log/Trace.,

Step 7: Click Cancel to close Process Detail.,

• CSU does not require that you print online confirmation statements.
• Full eBenefits campuses can direct their employees to view and print their confirmation statements, so you do not need to print them out.
• View-only eBenefits campuses must print out the confirmation statement to PDF as view-only eBenefits campus employees do not have a means to view confirmation statements in eBenefits.

Step 1: Open Report Manager

• From CSU Benefits Administrator page, click Report Manager

• Optional navigation:    Menu > Reporting Tools > Report Manager

Step 2: Click the BENCFSTMT PDF entry

• The File List opens.

Step 3: Click the BEN_Conf_Stmt.pdf file in the File List.,

Step 4: Click the Download or Print button to download or print the statement

• Full eBenefits campuses can direct their employees to view and print their confirmation statements, so you do not need to print them out.

Step 5: Close the PDF browser tab when you are finished.,

Use this procedure when you need to Regenerate an existing confirmation statement. You need to Regenerate confirmation statements for employees when you re-process the employee’s BAS event and the reprocessing resulted in a benefits enrollment change.

Step 1: Open the CSU Benefits Administrator tile

Step 2: Navigate to Online Confirmation Statements

• Forms Statements Letters > Online Confirmation Statements

Step 3: Search for your Run Control ID

• If you do not have a Run Control ID, click Add a New Value to create one

Step 4: Use the Lookup (magnifying glass) to find the Schedule ID.,

Step 5: Select the following options:

1. Online Only
2. Finalized – Enrolled
3. Include All Employees

• Online Only – Use this option when you do not want to print hard copies. Use this option if your campus is full self-service eBenefits. Employees can access their own statements.
• Online and Print – Use this option when you want to print hard copies for employees who cannot access their own statements. Do not change the language.
• Print only – Do not use this option.
• Draft – Do not use this option.
• Include All Employees – Generates a confirmation statement for all finalized enrolled employees in this schedule ID.

Step 6 Optional: Generate a statement for a single employee:

1. Clear Include All Employees option.
2. Use the Lookup (magnifying glass) to find the employee ID.
3. Verify the correct Event ID is selected.,

Step 7:  Decide how to proceed., If you are a Full eBenefits campus, this is the end of the process. If you are a View-only eBenefits campus, continue to Reprint Online Confirmation Statements to PDF.

Step 1:  Open the CSU Benefits Administrator tile.,

Step 2: Navigate to Review Employee Statements

• Review Employee Benefits > Review Employee Statements.

Step 3:  Search for the employee

• If the search returns multiple employees, select one. Otherwise, the search opens to the Review Employee Statements page.

Step 4:  Select the Confirmation Statement type.,

Step 5:  Select the re-generated confirmation statement

Step 6:  Click Print View.,

Step 7:  Click the Print button to print the statement.,

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