CHRS Knowledge Base

Delete an Activity Guide

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Overview

This job aid shows Benefits Administrators how to delete an employee’s expired activity guide.

Background

  • Self-service employees start life events by starting an activity guide that directs them through the process.
  • The life event expires automatically if the employee fails to complete the event.
  • After the event expires, a nightly process deletes the expired activity guide.
  • If an employee wants to start a new life event before the activity guide is deleted, you can delete it personally.

Find associated BAS events

  • Before you delete any activity guides, you must ensure that the associated BAS event status is Void.
  • When an employee life event expires, the associated BAS event is voided automatically. To be sure of deleting only expired activity guides, you must first verify that the BAS event is voided. Deleting the activity guide will delete the open BAS event associated with the guide.

Step 1: Open the CSU Benefits Administrator tile.

image csu benefits administrator tile

Step 2: Navigate to Employee Event Detail.

  • Review Employee Benefits > Employee Event Detail

Step 3: Enter search criteria and then click Search.

image of search criteria page

Step 4: Find the life event and verify that it is void.

  • This example is a marriage event. The event is void, and it has not been touched in 60 days.
  • Additionally:
    • Some voided life events have a system-generated corresponding event “xx1”:  NW1, AD1, BI1, PC1, MA1, DG1, DL1, EG1 AND EL1
    • You must also confirm that the corresponding event is voided. If it is not voided, then you must void the event in On Demand Event Maintenance.
    • For more information about xx1 events, see Appendix: xx1 events
image of example of marriage event, void and date

Obtain the Employee IDs

Delete an Expired Activity Guide

Use this procedure to delete an expired activity guide.

Step 1: Open the CSU Benefits Administrator tile.

image csu benefits administrator tile

Step 2: Navigate to Manage Benefits Instances.

  • Activity Guide Management > Manage Benefits Instances

Step 3: Click the User ID heading to sort the activity guides by User ID.

  • Currently, the filters do not provide the expected results, so you must sort the rows by the User ID column
image of list of user IDs

Step 4: Locate the User ID associated with the employee.

example of locating User ID

Step 5: Select the expired activity guide.

  • Verify the User ID of the guide that you need to delete.
image of selecting an expired activity guide, example CSU Marriage

Step 6: Click Delete.

emage of delete button

Step 7: Click Yes – Delete.

  • You have deleted the activity guide.
  • The employee can now start another life event.
image of confirmation to delete pop up

Appendix: Life Event Expiration

Event Class  Description  Expiration (days) 
MAR Marriage/Registered Domestic Partnership 60
BIR Birth of child 60
ADP Adoption of child 60
DIV Divorce/Termination of Domestic Partnership 60
PCR Parent-Child Relationship 60
LTE Late Enrollment 30
ELC Employee - Loss of External Coverage 60
EGC Employee - Gain of External Coverage 60
DLC Dependent - Loss of External Coverage 60
DGC Dependent - Gain of External Coverage 60
DRP Drop All Dependents 1

Appendix: xx1 events

  • These “xx1” events are sometimes created when there is also a HCRA/DCRA or flex cash enrollment/change.
  • The following table shows the originating BAS event with its corresponding XX1 BAS event.
Original BAS Event XX1 BAS Event 
NEW NW1
ADP AD1
BIR BI1
PCR PC1
DIV DI1
MAR MA1
ELC EL1
EGC EG1
DLC DC1
  • These new ‘xx1’ Event classes are created by the nightly GRP 95 Submission date process for FLEX and HCRA/DCRA enrollments only if the submission date is after the 3rd of the month or meets other criteria where the coverage effective date for Plan Types 1Z, 1Y, 60 and/or 61 differs from Plan Types 10, 11 and/or 14 for full Benefits ESS campuses using the following new BAS events: ADP, BIR, DIV, DGC, DLC, EGC, ELC, DRP, CNC, MAR, PCR, LTE and NEW.
  • XX1 BAS events are:
    • Only generated for campuses that are using full Benefits Employee Self Service.
    • Created for MED FLEX, DEN FLEX and HCRA/DCRA enrollments - if defined for the submission scenario in the CSU Submission Date Setup table.

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