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Finalize BAS Events with Update Event Status

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Finalize BAS Events with Update Event Status

Overview

This job aid shows benefits officers how to finalize Benefits Administration Service (BAS) events from the Update Event Status page.

Which procedure to use?

Use this procedure only if indicated by the flowchart.

image of Flow chart

Set finalize flag using Update Event Status

This procedure is for full self-service eBenefits campuses only. View-only eBenefits campuses do not use this procedure.

Step 1:  Open the CSU Benefits Administrator tile.,

CSU Benefits administrator tile

Step 2:  Navigate to Update Event Status

  • Enroll in Benefits > Update Event Status

Step 3:  In the Empl ID field, enter the Employee ID

  • Click Search
  • The Update Event Status page opens for that employee.
Update Event Status search

Step 4:  Finalize the BAS event:

  1. Locate the BAS event to finalize
  2. Select Finalize/Apply Defaults
  3. Verify Process is Normal Processing
  4. Verify Event Status is Open for Processing
  • Only one event can be updated at a time. If any other events are open for Processing, close them first.
example of event

Step 5: Click Save at the bottom of the page

  • When the nightly CSUBAS process runs, the employee’s enrollment is finalized and the system automatically inserts the applicable permitting event codes.
save button

Step 6:  What to do after the enrollment is finalized:

 

End of Article

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