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, 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:
|
Run a report
Step 1: Open the CSU Benefits Administrator tile.
![image csu benefits administrator tile](https://media.screensteps.com/image_assets/assets/008/404/618/original/8977b58b-1b3a-4e4c-bf5c-6552e825c25f.png)
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.
![image of search criteria](https://media.screensteps.com/image_assets/assets/008/404/620/original/2b1f222e-fcf2-4a5e-9ce6-03f6c3aa9719.png)
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.
![image of run button](https://media.screensteps.com/image_assets/assets/008/378/104/original/4d52cbb3-f395-4ed9-af81-5944d84d587e.png)
Step 6: Confirm the active Server
- Name is selected: PSUNX
![image of server name PSUNX](https://media.screensteps.com/image_assets/assets/008/404/622/original/ab47aec9-b314-4a62-92ed-f1cdb62353fb.png)
Step 7: Click OK to run the search.
![image of OK button](https://media.screensteps.com/image_assets/assets/008/796/200/original/1c8803b2-cdfd-4ee3-8cb9-40f088db8fb4.png)
View report results
Step 1: On the report page > click Process Monitor.
![image of process monitor button](https://media.screensteps.com/image_assets/assets/008/404/626/original/69ddf601-8b6f-45e8-86e0-37fffe947d36.png)
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.
![image of refresh button pointing to distribution status](https://media.screensteps.com/image_assets/assets/008/404/630/original/4cddd8d4-9410-468e-b159-daa877ce0e44.png)
Step 3: Click Details.
![image of details button](https://media.screensteps.com/image_assets/assets/008/404/632/original/0624f682-f4fa-43cf-a1b3-e1da4b95da43.png)
Step 4: Click View Log/Trace.
![image of actions click view log trace](https://media.screensteps.com/image_assets/assets/008/404/636/original/f4b8be44-3641-439b-b8ac-e50f7d89fc60.png)
Step 5: Click a file to download and view it.
![image of file list](https://media.screensteps.com/image_assets/assets/008/404/640/original/ca707bc3-4bcc-4138-bd78-19ba56939fa0.png)
What to do next?
- Resolve issues that you find in the report.
End of Article
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