This job aid shows Benefits staff how to find and use the CSU Employee Job Summary page.

Step 1:  Open the CSU Benefits Administrator tile

Step 2:   Navigate to CSU Employee Job Summary

• Review Employee Benefits > CSU Employee Job Summary

Step 3:   Enter search criteria, then click Search

• The Employee CSU Employee Job Summary page opens. If the search returns multiple results, select one to open the page.

Step 4:  Employee identification is at the top of the page:

• Empl ID
• Name
• Benefit Primary Empl Rcd
• CalPERS ID
• Personal Data
  • National ID
  • Date of Birth
  • Date of Death
  • Marital Status
  • Marital Status Date
  • Gender

Step 5:  Review the General tab.

• Campus
• Empl Rcd
• Eff Date
• Eff Seq
• Action
• Reason
• Action Dt
• Empl Status
• Last Start Dt
• Exp End Dt
• Term Dt,

Step 6:  Review the Job Information tab.

• Campus
• Empl Rcd
• Eff Date
• Eff Seq
• DeptID
• Department
• Job Code
• Job Code Description
• Empl Class
• Pay Group
• Union
• FTE,

Step 7: Review the CSU Job tab.

• Campus
• Empl Rcd
• Eff Date
• Eff Seq
• Retire Code
• Appt Dur
• FERP Elig End
• CSU Unit,

Step 8:  Review the Benefit Data tab.

• Campus
• Empl Rcd
• Eff Date
• Eff Seq
• Duration Met
• ACA Eligibility
• Ben Status
• Ben Progrm
• Ben Progrm Dt,

Step 9:   Optional: Click the button to view all columns at the same time

Step 10:  Optional: Click the button to download Job Information Microsoft Excel

• The information on the current tab is downloaded to your workstation with the filename ps.xls. If the page is displaying all columns, then all columns are included in the Microsoft Excel file.
• The file extension, xls, is an older format, but it can be opened with current versions of Microsoft Excel.

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