This job aid shows campus benefits officers how to override employee benefits eligibility to change Benefits Administration Eligibility field values.

Before you can override an employee’s eligibility, you need to do these things:

• Ensure that your campus is the one with the employee’s benefits primary job.
• Have a Workforce Administrator create a Data Change/Update BenEligCnfig row for that employee.

Step 1: Verify the employee’s Benefits Primary job. For details see: Verify Benefits Primary Campus job aid.

• What to do next:
  • If you are working from the employee’s primary benefits campus, go to the next step.
  • If you are not at the employee’s primary benefits campus, STOP. Inform the employee which campus is the primary benefits campus and contact the Benefits team at that campus to give them a heads up.

Step 2: Ask an HR administrator to insert an effective dated row for the employee. Give the following information:

• Effective Date
  • Must be the start of the override. This is the coverage begin date for the medical, dental, and vision plans.
• Action
  • Data Change
• Reason
  • Update BenEligConfig

Step 3: Wait for the HR Administrator to confirm the entry of the new effective dated row.

• You cannot proceed until the Data Change row is entered.

Use this procedure to create an eligibility override or to modify an existing override by adding a value to an existing override.

Step 1: Click the Navbar button.

Step 2: Open the menu.

Step 3: Navigate to the CSU Eligibility Override page.

• Menu > Benefits > Manage Automated Enrollment > Events > CSU Ben Admin Elig Override > CSU Eligibility Override

Step 4: Enter search criteria for the employee.

Step 5: Check the Include History check box.

Step 6: Click Search.

Step 7: If the search returns only one row, the CSU Eligibility Override pages opens. Otherwise, select the employee row to continue.

1. Enter the override data:
2. Set Status to Active
3. Select the Eff Date
   • The only dates available are dates for which there is an effective dated row entered by the HR administrator in the Preparation for eligibility override procedure.
4. Enter Overrides to the Eligibility fields as needed.
   • For information about eligibility fields, see: Eligibility Config Fields Cheat Sheet.
5. Enter a comment.

• Note that other Eligibility fields might be populated.

Step 7: Click Save.

• CHRS generates an OVR event.

Step 8: Process the OVR event using On Demand Event Maintenance.

• Guidelines:
  • You can delete MSC events that are created for the same effective date as the OVR event.
  • You can delete the OVR event to process the changes using another BAS event for the same Effective Date (example: OE or Life Event).
  • IMPORTANT: Wave any plan type that you do not want to enroll the employee into.
• For steps on entering and finalizing events with On Demand Event Maintenance, see the following job aids:
  • Enter Employee Benefits with ODEM
  • Finalize BAS Events with ODEM

Step 1: Click the Navbar button.

Step 2: Open the menu.

Step 3: Navigate to the CSU Eligibility Override page.

• Menu > Benefits > Manage Automated Enrollment > Events > CSU Ben Admin Elig Override > CSU Eligibility Override

Step 4: Complete Preparation for eligibility override. See Preparation for eligibility override

Step 5: Enter search criteria for the employee.

Step 6: Check the Include History check box.

Step 7: Click Search.

• If the search returns only one row, the CSU Eligibility Override pages opens. Otherwise, select the employee row to continue

Step 8: End the override.

1. Click the Plus button to add a row.
2. Select the Effective Date.
3. Clear the eligibility field values.
4. Set the Status option.

****NOTES****

• End all overrides: Clear all eligibility fields. Set Status to Inactive.
• End one but keep other overrides: Clear the one eligibility field to be ended. Leave the other eligibility fields populated. Set Status to Active.

Step 9: Click Save.

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