• This job aid shows Benefits Officers how to batch print CSU Benefits enrollment forms. Use your current workaround to modify PDF forms if needed.
• Forms print only if there is a permitting event code associated to the enrollment or disenrollment.
• Forms do not print for waive rows when there is no prior enrollment row or the prior row is a waive or term row.

• Employee eSignatures are noted in batch log files.
• Flexible spending account forms are available in CHRS.
• Flex cash form has a new run-control page.
• Users, must specify Business Unit and Schedule ID to batch print CSU Benefit enrollment forms.
• Flexible spending account form batch log notes if an estimated monthly contribution amount was entered on the form and if the existing monthly contribution amount needs to be reviewed.
• Medical and Dental enrollment forms print one form for each permitting event code.
• One form prints for all flex cash plan types.
• If there are different perm event codes for MedFLex and DENFLex, perm code 44 prints on the enrollment form.
• One form prints for FSA plan types.
• If there are different perm event codes for HCRA and DCRA, perm code 44 prints on the enrollment form.

• Do not print enrollment forms until CSUBASDL has finalized employee self-service (ESS) BAS Events or non-ESS BAS events have been manually finalized.

The procedures for batch printing the following forms is nearly identical except for navigation:

• Medical (HDB-12), Dental (SCO 692), HCRA/DCRA enrollment, SCO Flex Cash Medical and Dental

Step 1: Open the CSU Benefits Administrator tile.

Step 2: Navigate to the form page.

• Forms Statements Letters > [Form Name]
  • CSU Flex Cash Form
  • CSU FSA Form Batch
  • CSU Medical Form Batch
  • CSU Dental Form
  • Online Confirmation Statements
  • Notification Letters

Step 3: Search for and select a Run Control ID.

• If you do not have a Run Control ID, click Add a New Value to create one.
• The CSU Medical Form Batch page opens.

Step 4: Enter Report Parameters:

1. Business Unit (campus)
2. Schedule ID
3. Coverage Election Date Range

• Coverage Election Date is the date range in which that the enrollment was finalized in CHRS.

Step 5: Click Run.

• The Process Scheduler Request page opens.

Step 6: On the Process Scheduler Request page

1. Select the active server name: PSUNX.
2. Select the process to run if it is not selected.
3. Click OK.

• The process can take a few minutes to run.
• If the Server Name is field inactive, you cannot select the server name, but you can still submit the job.

Step 7: Click Report Manager.

• You might need to wait for the process to finish. If you have access to Process Monitor, you can refresh the screen until the Distribution Status is Posted.

Step 8: On the Report Manager page, click the link to the report.

• The Report Index page opens.

Step 9: From the File List, click the log file.

• The log file opens in a new browser tab

Step 10: Review the log file.

• This log lists forms that populate with ‘eSignature’ and the eSignature date for benefits enrollments that occurred in the CHRS eBenefits (Benefits Employee Self Service).
• Signature on File indicates that the enrollment and/or changes were processed via the On Demand Event Maintenance page (ODEM) and not via CHRS eBenefits (ESS).
• The job log also lists HCRA/DCRA forms that have an estimated monthly contribution amount populated on the form and also lists whether the monthly contribution amount needs to be reviewed and updated by campus benefits office staff.

Step 11: Close the log browser tab when you are finished reviewing the log.

Step 12: On the File List, click the PDF file to open it.

• The form opens in a new browser tab. On this tab you can download the file.

Step 13: Download the PDF file.

• You can print the forms after you download them.

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