The BAS GROUP ID field is a delivered field in Oracle/PeopleSoft that, if populated, can be used to select a specific population to receive an Open Enrollment (OE) event or a special benefits enrollment event class. The BAS Group ID field is tied to the CHRS Benefits Administration open enrollment and/or special enrollment schedule for your campus.

The BAS GROUP ID field is located in Job Data on the Benefits Program Participation page.

Using the delivered BAS GROUP ID field can reduce the time required to manage, process and finalize open enrollments and special benefits enrollments by excluding specific employee populations from receiving an open enrollment and/or special benefits enrollments event. For example, you can use the BAS GROUP ID field to exclude terminated, retired and non-benefit eligible employees (i.e., students) and active employees who are on an unpaid leave of absence from receiving an OE BAS event.

Configuration options are to include or exclude employees getting the BAS GROUP ID assignment based on one or a combination of the following:

• HR Status (Active or Inactive)
• Employee Status (Active, Paid Leave of Absence, Unpaid Leave of Absence, Suspended, Short Work Break, Terminated, Retired, Retired with Pay, Terminated with Pay, Terminated with Benefits, Deceased)
• Benefits Employee Status
• Pay Group
• Benefit Program
• Employee Class
• Eligibility Fields 1-9
• AY Duration of Appointment (CSU_JOB.CSU_APPT_DUR)

The custom CSU_BGRP_BTC process (i.e., CSU BAS GROUP ID Assignment process) uses this configuration to assign applicable employees the BAS GROUP ID. The CSU BAS GROUP ID Assignment process evaluates the employee’s JOB.BUSINESS_UNIT and benefits primary job (PRIMARY_JOBS) against the process configuration currently in effect when the process runs and determines/overwrites the BAS Group ID field value based on the configuration requirements and the employee’s benefits primary job currently in effect. The custom CSU_BGRP_BTC process runs as a batch job in the CSUBASOE scheduled job set and can also be run as an on-demand job:

• You will run the CSU BAS GROUP ID Assignment process on-demand once JUST BEFORE creating the Open Enrollment or special benefits enrollment event class in Preview mode and then in Final mode to assign a designated BAS GROUP ID on the current JOB row for all jobs for the specified employee population, and,
• The CSU BAS GROUP ID Assignment process then runs nightly during the annual Open Enrollment period through 12/31 of each calendar year in the OE Batch schedule (CSUBASOE) at the start of the CSUBASOE job stream to assign a designated BAS GROUP ID on the current JOB row for all jobs for the specific employee population based on the defined custom process configuration for new hire/rehire employees, newly benefit-eligible employees, transfer hires, etc. OE BAS events deemed not required can be voided by campus Benefits Officers.

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.

1. Click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Events > CSU BAS GROUP ID Assignment.

1. The page CSU BAS GROUP ID Assignment page appears.

1. Select the appropriate open enrollment Schedule ID for your campus/business unit.
2. Select the Preview checkbox.
3. Run the CSU BAS GROUP ID Assignment process in Preview mode first so you can review the Preview Report and confirm that the correct employee population is selected to receive an OE BAS event.
4. Click on the Run button.
5. The page Process Scheduler Request page appears.

1. If able, select PSUNX for Server Name, else leave blank.
2. Select the CSU_BGRP_PRC process.
3. Click on the OK button.
4. You are returned to the CSU BAS GROUP ID Assignment page. Write down the Process Instance number and then click on the Process Monitor link.

1. The Process Monitor page appears.

13. Locate your process on the Process List. Click the Refresh button until your process shows the Run Status of Success. If the Run Status is Error, work with your technical support resource to resolve before continuing this process.

14. Click on the Details link, then click on the View Log/Trace link and then click on the BAS Group ID log to see the Preview Report listing employees who qualify for the open enrollment BAS Group ID assignment per your campuses’ CSU BAS GROUP ID Assignment configurations. The Preview Report example below did not select any employees.

Preview Report Example with No Data

The CSU BAS GROUP ID Assignment process identifies and list on the report employees who received a BAS Group ID and who also have future-dated Job Data rows. Employees with future-dated job rows do not receive an OE BAS event on the future-dated rows. Review and manually assign the OE BAS Group ID for employees on the Job Data > Benefits Program Participation row on future dated rows if an OE BAS event is desired for the employee.

Preview Report Example with Data and an Employee with a Future-dated Job Data Row

The BAS GROUP ID that the process sets stays in the BAS GROUP ID field until 1) the process removes it, or 2) the process updates it the following year, or 3) an end user manually changes it.

1. Run the CSU BAS GROUP ID Assignment process in final mode (deselect the Preview checkbox) when you are ready to assign the BAS GROUP ID to your open enrollment population. Verify that the process completes successfully.

The morning open enrollment starts, after you have successfully run the CSU BAS GROUP ID Assignment process in final mode, use the following instructions to manually run first run of the delivered Benefits Administration process (PSPBARUN) to create the OE BAS event for your open enrollment employee population.

Note that after this first, one-time manual run of the PSPBARUN process to initially create the OE BAS events for your employee population, the nightly CSUBASOE jobs take over and assign the BAS GROUP ID and then create OE BAS events for newly eligible employees, such as new hires, transfers and newly benefit-eligible employees during the open enrollment period through 12/31 of the calendar year. Also, after the first, one-time manual run of the PSPBARUN process to initially create the OE BAS events, subsequent manual runs, if done, must utilize the Schedule New Participants checkbox on the OE/Snapshot page in order to select new participants (see the instructions in this document if needed).

1. Click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Events > Run Automated Event Processing.

1. If you have a run control ID for this process, enter the Run Control ID on the Find an Existing Value page and then click the Search button.
2. If you do not have a run control ID, click on the Add a New Value tab, enter your initials in the Run Control ID field, and then click on the Add button.

1. The Schedule and Chkpt Restart page appears.

1. Enter your open enrollment Schedule ID.
2. Select Open Enrollment for the Process Mode field.
3. Enter .50 for Chk Point Interval in Minutes.
4. Select the Record Eligibility Results checkbox.
5. Click on the Run button in the top right hand corner.
6. The Process Scheduler Request page appears.

1. Enter PSUNX in Server Name or keep the field blank.
2. Locate and select the job with the process name PSPBARUN.
3. Click on the OK button.

1. The Run Control page appears, along with a Process Instance number. The Process Instance number is the job number assigned by the system. Make note of this number in case needed later.

1. Click on the Process Monitor link in the top right hand corner to monitor the process.

1. Locate the PSPBARUN link on the Process List page.
2. Make sure the job completes successfully.
3. Click on the Return button when processing finishes and after you have reviewed the required job log to see if there’s an issue.

The selected employee population should now have an OE BAS event. Go to the Schedule Summary page to see how many OE BAS events were created (navigation is click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Review Processing Results > Schedule Summary).

Review the Schedule Summary page daily to manage and monitor the open enrollment process at your campus during the open enrollment period.

Use the CSU_BAS_SS_Events query to see all employees who have an OE BAS event for your campus/business unit.

Finalize employee’s OE BAS events using the On Demand Event Mainenance page after you approve the employee’s supporting documentation.

Refer to the Finalizing Open Enrollment section in this document when you are ready to finalize your remaining open enrollment events after the open enrollment period has ended and you have completed your open enrollment processing.

The BAS GROUP ID field is a delivered field in Oracle/PeopleSoft that, if populated, can be used to select a specific population to receive an Open Enrollment (OE) event or a special benefits enrollment event class. The BAS Group ID field is tied to the Benefits Administration open enrollment and/or special enrollment schedule for your campus.

The BAS GROUP ID field is located in Job Data on the Benefits Program Participation page.

Using the delivered BAS GROUP ID field can reduce the time required to manage, process and finalize open enrollments and special benefits enrollments by excluding specific employee populations from receiving an open enrollment and/or special benefits enrollments event. For example, you can use the BAS GROUP ID field to exclude terminated, retired and non-benefit eligible employees (students) and active employees who are on an unpaid leave of absence from receiving an OE BAS event.

Configuration options are to include or exclude employees getting the BAS GROUP ID assignment based on one or a combination of the following:

• HR Status (Active or Inactive)
• Employee Status (Active, Paid Leave of Absence, Unpaid Leave of Absence, Suspended, Short Work Break, Terminated, Retired, Retired with Pay, Terminated with Pay, Terminated with Benefits, Deceased)
• Benefits Employee Status
• Pay Group
• Benefit Program
• Employee Class
• Eligibility Fields 1-9
• AY Duration of Appointment (CSU_JOB.CSU_APPT_DUR)

The custom CSU_BGRP_BTC process uses this configuration to assign applicable employees the BAS GROUP ID. The custom CSU_BGRP_BTC process runs as a batch job in the CSUBASOE scheduled job set and as an on-demand job:

• You will run this process on-demand once JUST BEFORE creating the Open Enrollment or special benefits enrollment event class in Preview mode and then in Final mode to assign a designated BAS GROUP ID on the current JOB row for all jobs for the specified employee population, and,
• This process then runs nightly during the annual Open Enrollment period in the OE Batch schedule (CSUBASOE) at the start of the CSUBASOE job stream to assign a designated BAS GROUP ID on the current JOB row for all jobs for the specific employee population based on the defined custom process configuration for new hire/rehire employees, newly benefit-eligible employees, transfer hires, etc.

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.

1. Click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Events > CSU BAS GROUP ID Assignment.

1. The page CSU BAS GROUP ID Assignment page appears.

1. Select the appropriate open enrollment Schedule ID for your campus/business unit.
2. Select the Preview checkbox.
3. Run the CSU BAS GROUP ID Assignment process in Preview mode first so you can review so you can review the Preview Report and confirm that the correct employee population is selected to receive an OE BAS event.
4. Click on the Run button.
5. The page Process Scheduler Request page appears.

1. If able, select PSUNX for Server Name, else leave blank.
2. Select the CSU_BGRP_PRC process.
3. Click on the OK button.
4. You are returned to the CSU BAS GROUP ID Assignment page. Write down the Process Instance number and then click on the Process Monitor link.

1. The Process Monitor page appears.

13. Locate your process on the Process List. Click the Refresh button until your process shows the Run Status of Success. If the Run Status is Error, work with your technical support resource to resolve before continuing this process.

14. Click on the Details link, then click on the View Log/Trace link and then click on the BAS Group ID log to see the Preview Report listing employees who qualify for the open enrollment BAS Group ID assignment per your campuses’ CSU BAS GROUP ID Assignment configurations. The Preview Report example below did not select any employees.

Preview Report Example with No Data

The CSU BAS GROUP ID Assignment process identifies and list on the report employees who received a BAS Group ID and who also have future-dated Job Data rows. Employees with future-dated job rows do not receive an OE BAS event on the future-dated rows. Review and manually assign the OE BAS Group ID for employees on the Job Data > Benefits Program Participation row on future dated rows if an OE BAS event is desired for the employee.

Preview Report Example with Data and an Employee with a Future-dated Job Data Row

The BAS GROUP ID that the process sets stays in that field unless 1) the process removes it, or 2) the process updates it the following year, or 3) an end user manually changes it.

1. Run the CSU BAS GROUP ID Assignment process in final mode (deselect the Preview checkbox) when you are ready to assign the BAS GROUP ID to your open enrollment population. Verify that the process completes successfully.

The morning open enrollment starts, after you have successfully run the CSU BAS GROUP ID Assignment process in final mode, use the following instructions to manually run the delivered Benefits Administration process (PSPBARUN) to create the OE BAS event for your open enrollment employee population.

Note that after this one-time manual run of the PSPBARUN process to initially create the OE BAS events for your employee population, the nightly CSUBASOE jobs take over and assign the BAS GROUP ID and then create OE BAS events for eligible employees during the open enrollment period.

Also, after the first, one-time manual run of the PSPBARUN process to initially create the OE BAS events, subsequent manual runs, if done, must utilize the Schedule New Participants checkbox on the OE/Snapshot page in order to select new participants (see the instructions in this document if needed).

1. Click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Events > Run Automated Event Processing.

1. If you have a run control ID for this process, enter the Run Control ID on the Find an Existing Value page and then click the Search button.
2. If you do not have a run control ID, click on the Add a New Value tab, enter your initials in the Run Control ID field, and then click on the Add button.

1. The Schedule and Chkpt Restart page appears.

1. Enter your open enrollment Schedule ID.
2. Select Open Enrollment for the Process Mode field.
3. Enter .50 for Chk Point Interval in Minutes.
4. Select the Record Eligibility Results checkbox.
5. Enter the EMPLID in the Schedule Only Employee(s) section. Click on the

to add additional EMPLIDs.

1. Click on the Run button in the top right hand corner.
2. The Process Scheduler Request page appears.

1. Enter PSUNX in Server Name or keep the field blank.
2. Locate and select the job with the process name PSPBARUN.
3. Click on the OK button.

1. The Run Control page appears, along with a Process Instance number. The Process Instance number is the job number assigned by the system. Make note of this number in case needed later.

1. Click on the Process Monitor link in the top right hand corner to monitor the process.

1. Locate the PSPBARUN link on the Process List page.
2. Make sure the job completes successfully.
3. Click on the Return button when processing finishes and after you have reviewed the required job log to see if there’s an issue.

The selected employee population should now have an OE BAS event. Go to the Schedule Summary page to see how many OE BAS events were created (click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Review Processing Results > Schedule Summary).

Review the Schedule Summary page daily to manage and monitor the open enrollment process at your campus.

Use the CSU_BAS_SS_Events query to also see all employees who have an OE BAS event for your campus/business unit.

CSUBASOE finalizes the employee’s OE BAS event after you approve the employee’s supporting documentation and enable the Finalize/Apply Defaults flag in the Update Event Status page. CSUBASOE also automatically inserts the appropriate permitting event codes for finalized enrollments for plan types 10-Medical, 11-Dental, 1Y-Dental Flex Cash, 1Z-Medical Flex Cash, 60-Health Care Reimbursement Account and 61-Dependent Care Reimbursement Account. CSUBASOE also deletes OE activity guides for finalized OE BAS events and for voided OE BAS events.

Only use the On Demand Event Maintenance to manually process submitted OE BAS events for paper form enrollments and to process new OE benefit enrollments received after the online open enrollment period has ended.

Refer to the Finalizing Open Enrollment section in this document when you are ready to finalize your remaining open enrollment events after the open enrollment period has ended and you have completed your open enrollment processing.

The following job aids show Benefits Officers what and how to review daily campus specific CSUBASDL and CSUBASOE process logs from the nightly Ben Admin processing, daily CHRS baseline queries and daily campus specific reports.

• Daily Review CSUBAS Logs and Reports
• Daily Review CSUBASOE Logs and Reports

Use the information listed in this document if you require more details on what to review on the daily reports and how to resolve issues found on the daily reports.

The BAS003 report information can also be viewed online in CHRS via the Processing Messages page. Messages on this page are not cleared from this page once resolved but instead are cleared once Ben Admin runs again for the applicable Schedule ID.

Navigation: Benefits > Manage Automated Enrollment > Review Processing Results > Processing Messages

1. Click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Events > Run Automated Event Processing.

1. If you have a run control ID for this process, enter the Run Control ID on the Find an Existing Value page and then click the Search button.
2. If you do not have a run control ID, click on the Add a New Value tab, enter your initials in the Run Control ID field, and then click on the Add button.

1. The Schedule and Chkpt Restart page appears.

1. Enter your open enrollment Schedule ID.
2. Click on the Participant Lists tab.
3. Select the Process from Participant List checkbox.
4. Enter the employee ID into the Schedule Only Employee section.

1. Click on the OE/Snapshot tab.
2. Select the Schedule New Participants checkbox.
   1. Do not select the Finalize/Apply Defaults checkbox.

1. Click on the Run button in the top right hand corner.
2. The Process Scheduler Request page appears.

1. Enter PSUNX in Server Name or keep the field blank.
2. Locate and select the job with the process name PSPBARUN.
3. Click on the OK button.

1. The Run Control page appears, along with a Process Instance number. The Process Instance number is the job number assigned by the system. Make note of this number in case needed later.

1. Click on the Process Monitor link in the top right hand corner to monitor the process.

1. Locate the PSPBARUN link on the Process List page.
2. Make sure the job completes successfully.
3. Go to the On Demand Event Maintenance page to see the newly re-created OE BAS event.

1. Click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Events > Run Automated Event Processing.

1. If you have a run control ID for this process, enter the Run Control ID on the Find an Existing Value page and then click the Search button.
2. If you do not have a run control ID, click on the Add a New Value tab, enter your initials in the Run Control ID field, and then click on the Add button.

1. The Schedule and Chkpt Restart page appears.

1. Enter your open enrollment Schedule ID.
2. Select Open Enrollment for the Process Mode field.
3. Enter .50 for Chk Point Interval in Minutes.
4. Select the Record Eligibility Results checkbox.
5. Click on the OE/Snapshot tab.

1. Select the Finalize/Apply Defaults checkbox.
   1. Do not select the Schedule New Participants checkbox when you are finalizing OE.
2. Click on the Run button in the top right hand corner.
3. The Process Scheduler Request page appears.

1. Enter PSUNX in Server Name or keep the field blank.
2. Locate and select the job with the process name PSPBARUN.
3. Click on the OK button.

1. The Run Control page appears, along with a Process Instance number. The Process Instance number is the job number assigned by the system. Make note of this number in case needed later.

1. Click on the Process Monitor link in the top right hand corner to monitor the process.

1. Locate the PSPBARUN link on the Process List page.
2. Make sure the job completes successfully.
3. Click on the Return button when processing finishes and after you have reviewed the required job log to see if there’s an issue.
4. OE BAS events for the schedule ID should now be at an Event Status of Closed, and at a Process Status of Finalized Enrolled or Finalized Prep None. You can confirm this on the Schedule Summary page (click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Review Processing Results > Schedule Summary). Manually resolve/finalize OE BAS events that are not closed by this process.

1. PSPBARUN does not finalize disconnected BAS events. If an OE BAS event is disconnected, void the disconnected event.

1. Verify that there are no OE BAS events that require reprocessing due to Address or Job Changes or have become Out of Sequence. Run the delivered Report on Flagged Items report to see OE BAS events that require reprocessing. To run this report, click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Investigate Exceptions > Report on Flagged Items.

1. Verify that there are no processing messages for the OE BAS events. Run the delivered Invalid Elections report to see if there are processing messages that require review and resolution for OE BAS. To run this report, click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Investigate Exceptions > Invalid Elections Rpt.

First 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.

1. Click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Events > CSU BAS GROUP ID Assignment.

1. The page CSU BAS GROUP ID Assignment page appears.

1. Select the appropriate open enrollment Schedule ID for your campus/business unit.
2. Select the Preview checkbox.
3. Run the CSU BAS GROUP ID Assignment process in Preview mode first so you can review and confirm that the correct employee population is selected to receive an OE BAS event.
4. Click on the Run button.
5. The page Process Scheduler Request page appears.

1. If able, select PSUNX for Server Name, else leave blank.
2. Select the CSU_BGRP_PRC process.
3. Click on the OK button.
4. You are returned to the CSU BAS GROUP ID Assignment page. Write down the Process Instance number and then click on the Process Monitor link.

1. The Process Monitor page appears.

13. Locate your process on the Process List. Click the Refresh button until your process shows the Run Status of Success. If the Run Status is Error, work with your technical support resource to resolve before continuing this process.

14. Click on the Details link, then click on the View Log/Trace link and then click on the BAS Group ID log to see the Preview Report listing employees who qualify for the open enrollment BAS Group ID assignment per your campuses’ CSU BAS GROUP ID Assignment configurations. The Preview Report example below did not select any employees.

Preview Report Example

1. Run the CSU BAS GROUP ID Assignment process in final mode (deselect the Preview checkbox) when you are ready to assign the BAS GROUP ID to your open enrollment population. Verify that the process completes successfully and the BAS GROUP ID is assigned.

After you have populated the BAS GROUP ID field on applicable Job Data rows for your open enrollment employee population, you can run the PSPBARUN process to create the OE BAS event.

1. Click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Events > Run Automated Event Processing.

1. If you have a run control ID for this process, enter the Run Control ID on the Find an Existing Value page and then click the Search button.
2. If you do not have a run control ID, click on the Add a New Value tab, enter your initials in the Run Control ID field, and then click on the Add button.

1. The Schedule and Chkpt Restart page appears.

1. Enter your open enrollment Schedule ID.
2. Select Open Enrollment for the Process Mode field.
3. Enter .50 for Chk Point Interval in Minutes.
4. Select the Record Eligibility Results checkbox.
5. Click on the Participant List tab.

1. Select the Process from Participant List checkbox.
2. Enter the EMPLID in the Schedule Only Employee(s) section. Click on the

to add additional EMPLIDs.

1. Click on the OE/Snapshot tab.

1. Select the Schedule New Participants checkbox.
   1. Do not select the Finalize/Apply Defaults checkbox when you are scheduling new participants for an OE BAS event.
2. Click on the Run button in the top right hand corner.
3. The Process Scheduler Request page appears.

1. Enter PSUNX in Server Name or keep the field blank.
2. Locate and select the job with the process name PSPBARUN.
3. Click on the OK button.

1. The Run Control page appears, along with a Process Instance number. The Process Instance number is the job number assigned by the system. Make note of this number in case needed later.

1. Click on the Process Monitor link in the top right hand corner to monitor the process.

1. Locate the PSPBARUN link on the Process List page.
2. Make sure the job completes successfully.
3. Click on the Return button when processing finishes and after you have reviewed the required job log to see if there’s an issue.
4. The employee should now have an OE BAS event. Go to the On Demand Event Maintenance page to confirm (click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Events > On Demand Event Mainenance). Remember that if you are creating an OE BAS event for an employee after you have finalized the Open Enrollment schedule or after CSUBASOE has been inactivated and if you are a Full eBenefits ESS campus, the employee will not be able to enter their OE elections via Full eBenefits ESS. Enter and finalize the employee’s OE BAS event elections manually via the On Demand Event Maintenance page.

1. Click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Events > On Demand Event Maintenance.

1. Enter the EMPLID and click on the Search button. Select any line for the employee from the Search Results list.
2. If you are a Full eBenefits ESS campus, refer to the eBenefits OK to Reprocess Cheatsheet. Look for the section for OE BAS events on the cheat sheet. Be aware of what may occur when you reprocess the OE BAS event for the employee.
3. Refer to the Reprocessing a CHRS BAS Event cheat sheet. Reprocess the OE BAS event by following the step-by-step instructions on the Reprocessing a CHRS BAS Event cheat sheet.

There are times that multiple BAS events occur for employees within the same period, at times even on the same day, which can adversely impact the employee’s benefit enrollments. Remember that the Oracle/PeopleSoft BAS module does not automatically reprocess finalized BAS events when other BAS events that change the employee’s benefit enrollments occur.

When multiple BAS events occur for employees within the same period and/or day, existing finalized BAS events which have an event date equal to or after the newly processed BAS events must be reprocessed in a logical order so that the existing finalized BAS events to incorporate the employee’s benefits changes.

BAS events that require reprocessing have the Out of Sequence flag enabled. You can run the delivered Report on Flagged Items report to see BAS events that require reprocessing. To run this report, click on the NavBar Icon

, then click on Menu > Benefits > Manage Automated Enrollment > Investigate Exceptions > Report on Flagged Items.

For example, let’s say an employee has a finalized, future-dated OE BAS event that changes their employee-only medical plan from Anthem to Kaiser Permanente effective 1/1/2023. On 11/15/2022, the employee gives birth to a new child and adds the new child to their current health plan, Anthem, and changes coverage level from Employee Only (1) to Employee Plus Dependent (2). If the 1/1/2023 OE BAS event is not reprocessed, the system will not pick up the newly added dependent that is effective on 11/15/2022, and the employee will be enrolled with Kaiser Permanente at employee only coverage effective 1/1/2023.

If you are reprocessing out of sequence BAS events manually, the order to manually reprocess BAS events is as follows:

1. Date order from the oldest BAS event to the newest BAS event with the Out of Sequence flag enabled (reprocess 1/1/2015 BAS event, then reprocess 2/1/2015 BAS event and then reprocess 3/1/2015 BAS event).
   
2. If you have multiple BAS events for the same date, process those BAS events in Event Priority order from lowest to highest (reprocess Event Priority 75, then 200, 290, 375, 900, etc.). Refer to the Event Class Cheat Sheet job aid for BAS event priority information.
   
3. If you have multiple BAS events for the same date and same Event Priority, process those BAS events by Event ID from lowest to highest (1, 2, 3, etc.).
4. Refer to the Reprocessing a CHRS BAS Event cheat sheet in the CHRS Training Library for step-by-step reprocessing instructions.

The following table represents the permitting event codes that are configured to be inserted by custom process CSU_PERM_INS where appropriate by plan type for the OE BAS event. To see the current configuration in PeopleSoft, click on the NavBar Icon

, then click on Menu > Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > CSU Automate Perm Event Adds.

CSU_PERM_INS is a process that runs in the seasonal CSUBASOE nightly Benefits job schedule and also in the CSUBASDL nightly Benefits job schedule. While this process is designed for Full ESS campuses, this process will insert permitting event codes for View Only ESS campuses for BAS events that have a Process Status of ‘ET’ – Entered.