CHRS Knowledge Base

Ben Admin Process Status Pivot Table

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Overview

  • This job aid shows you how to use the Ben Admin Process Status Pivot Table.
  • The pivot table shows the current status of BAS events in a graphical chart format.
  • You can drill down into individual events to manage them.
  • You can use this report in lieu of the:
    • Report on Flagged Items
    • CSU Process Status Report

View the Pivot Status Table

Step 1: Navigate to the Pivot Status Table

  1. On the CSU Administrator Home page, open the CSU Benefits Administrator tile.
  2. Expand Ben Admin Processing Status.
  3. Open CSU BAS Schedule.

Be patient: The pivot table can take some time to display.

Navigation

Step 2: Examine the chart.

  • The chart shows all of the BAS Events that you have access to. If you work at multiple campuses, the chart includes BAS Events from both campuses.
pie chart showing event statuses

Step 3: Optional: Limit the chart to one Process Schedule ID.

  1. Select the Schedule ID
  2. Click Search.
schedule ID field

Use filter options

Use filter options to limit the chart to items of interest.

Step 1: Optional: Select Process Type to change the view:

  1. Select the Process Type
  2. Click Search

Process types:

  • Event Status
  • Flagged items
  • Process Status
Pie chart showing event statuses
  • In this example, selecting Event Status displays event statuses.

Step 2: Optional: Select additional filters.

  1. Check the boxes to limit the chart to these filters
  2. Click More to see more options.
Process status check boxes

Drill down

Step 1: Click a chart element to drill down and open a table showing selected BAS Events.

Pie chart showing Prep None selected

Step 2: Click the Employee ID to open the BAS Event in On-Demand Event Maintenance so you can review and resolve the issue.

Table showing individual BAS Events

Download data

Step 1: Export filter data:

  1. Click the Gear icon.
  2. Select Export Filtered Data.

 

image of gear icon and filter data link

Step 2: Select the format.

image of export data options of excel or pdf

Step 3: Click Done.

image of done button

The file is downloaded to your browser's default download folder.

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