Overview
This job aid shows Benefits officers how to find and run delivered and CSU Benefits Reports.
Daily review items
- A Benefits Officer must review the following items daily.
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 for the selected report coverage date range. Employees in job codes that are on the CSU_EXCLUDE list and the ACA_Exclude list are not benefits eligible and are not included on the CSU Benefits Termination Report." See the Appendix for the CSU_Exclude list and the ACA_EXCLUDE list. |
CSU Benefits Transaction Rpt | Provides specific information about job data changes that may affect eligibility or enrollment and will require notification and a possible review by benefits staff. The report selects data where either the Job Data Action Date, Job Data Effective Date, or the Job Data Last Update Date/TIme are within the report request dates. Employees that are in job codes that are on the CSU Exclude list are not benefits-eligible, and are not included on the CSU Benefits Transaction Report. |
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. The report selects data where either the Job Data Action Date, Job Data Effective Date, or the Job Data Last Update Date/TIme are within the report request dates. |
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:
|
Run a report
Step 1: Open the CSU Benefits Administrator tile.

Step 2: Navigate to the report location.
- Reports > [report name]
Step 3: Search for your run control ID.
- If you do not have a run control ID, click Add a New Value to create one.

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.
Step 5: Click Run.
- The Process Scheduler Request opens.

Step 6: Confirm the active Server
- Name is selected: PSUNX

Step 7: Click OK to run the search.

View report results
Step 1: On the report page > click Process Monitor.

Step 2: Click Refresh until the Distribution Status is Posted.
- Some reports can take a long time to complete. If you do not want to wait for it to finish, you can come back to it later.

Step 3: Click Details.

Step 4: Click View Log/Trace.

Step 5: Click a file to download and view it.

What to do next?
- Resolve issues that you find in the report.
The employees on the CSU Exclude List receive no benefits. The CSU_EXCLUDE process sets Elig Fld 1 to N.
CSU_EXCLUDE
CSU_EXCLUD list as of 07/01/2022
- 0350 Continuing Ed Instructor CMA
- 1150 Instr Stdnt Asst
- 1151 Instr Stdnt Asst On-Cmps WS
- 1152 Instr Stdnt Asst Off-Cmps
- 1153 Instr Stdnt Asst Off-Cmps WS
- 1800 Casual Worker
- 1868 Student - NCS
- 1870 Student Asst
- 1871 Stdnt Trainee On-Cmps WS
- 1872 Stdnt Trainee Off-Cmps WS
- 1874 Brdg Stdnt Asst
- 1875 Brdg Stdnt Trainee On-Cmps WS
- 1876 Brdg Stdnt Trainee Off-Cmps WS
- 1880 Student Trainee, LAEP On-Campu
- 1881 Student Trainee, LAEP Off-Camp
- 1882 Bridge Student, LAEP On-Campus
- 1883 Bridge Student, LAEP Off-Campu
- 2309 Tchg Assoc Ext. Ed-For Credit
- 2322 Instr Fac,Spcl Pgms-For Credit
- 2323 Instr Fac,Extension-For Credit
- 2324 Teaching Associate Summer Term
- 2325 Graduate Assistant Monthly
- 2336 E99 403B Deduction Monthly
- 2337 R03 403B Deduction Monthly
- 2355 Graduate Assistant
- 2356 Substitute Instructional Facul
- 2357 If Summer Session Extension
- 2362 Demonstration Instr Fac
- 2363 Instr Fac,Extension Non-Credit
- 2365 Music Studio Instr Faculty
- 2368 Instr Fac, Extra Quarter,QSYRO
- 2390 Instr Fac,Summer Quarter
- 2402 Instr Fac,Summer Arts Pgm
- 2422 IF. Spc Prgms FC - ACA
- 2423 IF, Extension FC - ACA
- 2456 Substitute IF - ACA
- 2457 If Summer Session State Supprt
- 2465 Music Studio IF - ACA
- 2502 IF - Summer Arts Program - ACA
- 2557 IF, SS Ext - ACA
- 2563 IF, Ext Non-Credit - ACA
- 2662 Demonstration IF - ACA
- 2680 Acad Supp Student Employee I
- 2681 Acad Supp Student Em I-OnCmpWS
- 2757 IF, SS State Support - ACA
- 4660 Special Consultant
- 4661 Mediator/Facilitator-Sac
- 4760 Special Consultant - ACA
- 7171 Notetaker
- 7172 Reader
- 7930 Per Diem Non Exempt Healthcare
- 8347 Police Officer-Int NonRep
- 8374 Excl 403B Deduction Monthly-NE
- 8379 Special Consultant-NE
- 8380 Special Consultant-ACA-NE
ACA_EXCLUDE
ACA_EXCLUD list as of 11/06/24
- 1151 Instr Stdnt Asst On-Cmps WS
- 1153 Instr Stdnt Asst Off-Cmps WS
- 1870 Student Assistant
- 1871 Stdnt Trainee On-Cmps WS
- 1872 Stdnt Trainee Off-Cmps WS
- 1874 Brdg Stdnt Assistant
- 1875 Brdg Stdnt Trainee On-Cmps WS
- 1876 Brdg Stdnt Trainee Off-Cmps WS
- 1880 Student Trainee, LAEP On-Campu
- 1881 Student Trainee, LAEP Off-Camp
- 1882 Bridge Student, LAEP On-Campus
- 1883 Bridge Student, LAEP Off-Campu
- 2326 Graduate Assistant OCWS
- 2681 Acad Supp Student Em I-OnCmpWS
End of Article
0 Comments
Add your comment