CHRS Knowledge Base

Run CSU Benefits Reports

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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:
  • Address eligibility change
  • Multijob indicator changes
  • Job eligibility changes
  • Event disconnected
  • Event out of sequence

Run a report

Step 1: Open the CSU Benefits Administrator tile.

image 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.
image of search criteria

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.
image of report parameters field

Step 5: Click Run.

  • The Process Scheduler Request opens.
image of run button

Step 6: Confirm the active Server

  • Name is selected: PSUNX
image of server name PSUNX

Step 7: Click OK to run the search.

image of OK button

View report results

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

image of process monitor button

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

Step 3: Click Details.

image of details button

Step 4: Click View Log/Trace.

image of actions click view log trace

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

image of file list

What to do next?

  • Resolve issues that you find in the report.
Appendix: Exclude lists

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

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