Run CSU Benefits Reports

Updated on Oct 01, 2024

Overview

This job aid shows Benefits officers how to find and run delivered and CSU Benefits Reports.

Review item	Details	Navigation
CSUBASDL logs	CSU_PERM_DEL CSU_BA18003 CSUBA01A CSU_BA_EV_DT PSPBARUN CSU_PERM_INS	Reporting tools > Report Manager
CSU Benefits Reports	CSU Benefits Termination Rpt CSU Benefits Transaction Rpt CSU Job Changes Prior Ben Admin CSU Process Status Rpt CSU Snapshot Unique Constraint	Benefits > Reports > CSU Benefits Reports
Delivered Reports	Invalid Elections Rpt Report on Flagged Items	Benefits > Manage Automated Enrollment > Investigate Exceptions
CHRS BA Baseline Queries	CSU_BAS_SS_NT CSU_BAS_SS_EVENTS CSU_BAS_HEALTH_PERM_AUDIT1 CSU_BAS_HEALTH_PERM_MISSING CSU_BAS_CALPERS_ID_MISSING CSU_BAS_CALPERS_ID_MISSING_DEP	Reporting Tools > Query > Query Viewer

Report Information

Report	Information
CSU Benefits Termination Rpt	Identifies employees who have lost benefits, compensation frequency discrepancies, and job transactions prior to the benefit administration start date.
CSU Benefits Transaction Rpt	Provides specific information about job data changes made that may impact eligibility or enrollment and will require notification and a possible review by benefits staff.
CSU Job Changes Prior Ben Admin	Details any changes in Job data that pre-date the Benefits Administration Start Date.
CSU Process Status Rpt	Lists all participants in a particular process status or set of status levels.
CSU Snapshot Unique Constraint	Identifies employee records causing the unique constraint error from the BEN100A snapshot process. This page is not technically a report.
Invalid Elections Rpt	Shows error messages relating to election changes
Report on Flagged Items	Review and resolve items on this report daily. Select reports on participants flagged for: Address eligibility change Multijob indicator changes Job eligibility changes Event disconnected Event out of sequence

Step 1: Open the CSU Benefits Administrator tile.

Step 2: Navigate to the report location.

Step 3: Search for your run control ID.

Step 4: Enter Report Parameter values.

Image below is example report. Each report might have different report parameters.

Guidelines

Do not select the Default - 30 Days check box and From and Thru dates.
Default - 30 Days:
- For the CSU Benefits Transaction Report, the 30 day checkbox looks for Coverage Begin/End EFFDT equal to or less than 30 days from the report run date.
- For the CSU Benefits Termination Report, the 30 day checkbox looks for Coverage Begin/End EFFDT OR Coverage Elect Date equal to or less than 30 days from the report run date.
New Hires: To see future enrollments for New Hires, use the From and Thru Dates. Set the Thru Date to 2 months into the future.