The CSUBASOE scheduled job definition is a seasonal job that must run nightly for each CHRS campus prior to the CSUBASDL jobs during the Open Enrollment (OE) period and through 12/31 of each year (CSUBASOE runs at 7:00 pm, and CSUBASDL runs at 1:00 am).

CSUBASOE is Active during the Open Enrollment period and through 12/31 of each year and is INACTIVE at all other times during the year. For example, if the OE period is 9/20/21 to 10/15/21, the CSUBASOE nightly job schedule is ACTIVE and runs from 9/20/21 to 12/31/21 in order to assign the applicable BAS Group ID and to also create OE events for new hires, transfers and newly benefit-eligible employees. CMS-Benefits works with Tech Services to activate and inactivate the CSUBASOE schedule based on the annual open enrollment scheduled provided by SWHR.

Important: Note that, if the system creates an OE BAS event for an employee after you have finalized the Open Enrollment schedule (i.e., after the open enrollment period has ended) or after CSUBASOE is inactivated and you are a Full eBenefits ESS campus, the employee will not be able to enter their OE elections via Full eBenefits ESS. The campus Benefits Officer must enter the employee’s OE BAS event elections manually via the On Demand Event Maintenance page. Directions for this process are included in this document.

Tech Services creates the CSUBASOE schedule for each CHRS campus under the direction of CMS-Benefits as each campus implements onto CHRS and also updates for the new campus OE Schedule IDs each calendar year under CMS-Benefits direction. The CSUBASOE schedule job runs for all CHRS campuses, regardless of if the campus is a View-Only eBenefits Self Service campus or a Full eBenefits Self Service campus. Below is a list of jobs included in the CSUBASOE scheduled job set. Note that some processes run more than once by design.

The following table explains each CSUBASOE job.

If you are a View-Only eBenefits ESS Campus, follow this procedure when testing open enrollment in a test environment and also when running open enrollment in CHRS Production.

Follow the CHRS View-Only Campus Open Enrollment Checklist and accompanying instructions below.

1. Click on the NavBar Icon , then click on Menu > Set Up HCM > Set Up HCM > CSU Product Related Setup >CSU Benefits Setup > CSU BAS GROUP ID Configuration.

1. The BAS Group ID Eligibility page appears.

1. Click on the Add a New Value tab.
2. Enter the BAS Group ID for the applicable open enrollment schedule for your campus. Click the

icon for a list of valid values.

1. Click on the Add button.
2. The Eligibility Parameters page appears.
3. The Business Unit defaults based on your security settings.
4. The Effective Date defaults to today’s date. Enter the Effective Date that you want to use for your configuration.
5. Click on the View All link to see all sixteen configuration options.

1. Click on the View 10 link to see only ten configuration options at a time.
2. Use the available configuration options to select the employee population to receive an OE BAS event at your campus. For example, click on the View Details icon

to the right of the HR Status.

1. Select that you want employees with an HR Status of Active to be included in the open enrollment population.
2. For example, next click on the View Details icon

to the right of Pay Group.

1. Select that you want employees in pay groups ACD, MST and POS to be included in the open enrollment population.
2. Review all configuration options and determine the configuration settings for your campus based on your campuses’ requirements.
3. Click on the Save button when complete.

1. The page CSU BAS GROUP ID Assignment page appears.

1. Select the appropriate open enrollment Schedule ID for your campus/business unit.
2. Select the Preview checkbox.
3. Run the CSU BAS GROUP ID Assignment process in Preview mode first so you can review the Preview Report and confirm that the correct employee population is selected to receive an OE BAS event.
4. Click on the Run button.
5. The page Process Scheduler Request page appears.

1. If able, select PSUNX for Server Name, else leave blank.
2. Select the CSU_BGRP_PRC process.
3. Click on the OK button.
4. You are returned to the CSU BAS GROUP ID Assignment page. Write down the Process Instance

number and then click on the Process Monitor link.

1. The Process Monitor page appears.

1. Locate your process on the Process List. Click the Refresh button until your process shows the Run Status of Success. If the Run Status is Error, work with your technical support resource to resolve before continuing this process.
2. Click on the Details link, then click on the View Log/Trace link and then click on the BAS Group ID log to see the Preview Report listing employees who qualify for the open enrollment BAS Group ID assignment per your campuses’ CSU BAS GROUP ID Assignment configurations. The Preview Report example below did not select any employees.

The CSU BAS GROUP ID Assignment process identifies and list on the report employees who received a BAS Group ID and who also have future-dated Job Data rows. Employees with future-dated job rows do not receive an OE BAS event on the future-dated rows. Review and manually assign the OE BAS Group ID for employees on the Job Data > Benefits Program Participation row on future dated rows if an OE BAS event is desired for the employee.

The BAS GROUP ID that the process sets stays in the BAS GROUP ID field until 1) the process removes it, or 2) the process updates it the following year, or 3) an end user manually changes it.

1. Run the CSU BAS GROUP ID Assignment process in final mode (deselect the Preview checkbox) when you are ready to assign the BAS GROUP ID to your open enrollment population. Verify that the process completes successfully.

1. If you have a run control ID for this process, enter the Run Control ID on the Find an Existing Value

page and then click the Search button.

1. If you do not have a run control ID, click on the Add a New Value tab, enter your initials in the Run Control ID field, and then click on the Add button.

1. The Schedule and Chkpt Restart page appears.

1. Enter your open enrollment Schedule ID.
2. Enter .50 for Chk Point Interval in Minutes.
3. Select the Record Eligibility Results checkbox.
4. Click on the Run button in the top right-hand corner.
5. The Process Scheduler Request page appears.

1. Enter PSUNX in Server Name or keep the field blank.
2. Locate and select the job with the process name PSPBARUN.
3. Click on the OK button.

1. The Run Control page appears, along with a Process Instance number. The Process Instance number is the job number assigned by the system. Make note of this number in case needed later.

1. Click on the Process Monitor link in the top right hand corner to monitor the process.

1. Locate the PSPBARUN link on the Process List page.
2. Make sure the job is completed successfully.
3. Click on the Return button when processing finishes and after you have reviewed the required job log to see if there’s an issue.

If you are a Full eBenefits Self Service campus, follow this procedure when testing open enrollment in a test environment and also when running open enrollment in CHRS Production.

Follow the CHRS Full ESS Campus Open Enrollment Checklist and accompanying instructions below.

1. Click on the NavBar Icon , then click on Menu > Set Up HCM > Set Up HCM > CSU Product Related Setup >CSU Benefits Setup > CSU BAS GROUP ID Configuration

1. The BAS Group ID Eligibility page appears.

1. Click on the Add a New Value tab.
2. Enter the BAS Group ID for the applicable open enrollment schedule for your campus. Click the

icon for a list of valid values.

1. Click on the Add button.
2. The Eligibility Parameters page appears.
3. The Business Unit defaults based on your security settings.
4. The Effective Date defaults to today’s date. Enter the Effective Date that you want to use for your configuration.
5. Click on the View All link to see all sixteen configuration options.

1. Click on the View 10 link to see only ten configuration options at a time.
2. Use the available configuration options to select the employee population to receive an OE BAS event.

For example, click on the View Details icon

to the right of the HR Status.

1. Select that you want employees with an HR Status of Active to be included in the open enrollment population.
2. For example, then click on the View Details icon

to the right of Pay Group.

1. Select that you want employees in pay groups ACD, MST and POS to be included in the open enrollment population.
2. Review all configuration options and determine the configuration settings for your campus based on your campuses’ requirements.
3. Click on the Save button when complete.

1. The page CSU BAS GROUP ID Assignment page appears.

1. Select the appropriate open enrollment Schedule ID for your campus/business unit.
2. Select the Preview checkbox.
3. Run the CSU BAS GROUP ID Assignment process in Preview mode first so you can review so you can review the Preview Report and confirm that the correct employee population is selected to receive an OE BAS event.
4. Click on the Run button.
5. The page Process Scheduler Request page appears.

1. If able, select PSUNX for Server Name, else leave blank.
2. Select the CSU_BGRP_PRC process.
3. Click on the OK button.
4. You are returned to the CSU BAS GROUP ID Assignment page. Write down the Process Instance

number and then click on the Process Monitor link.

1. The Process Monitor page appears.

1. Locate your process on the Process List. Click the Refresh button until your process shows the Run Status of Success. If the Run Status is Error, work with your technical support resource to resolve before continuing this process.
2. Click on the Details link, then click on the View Log/Trace link and then click on the BAS Group ID log to see the Preview Report listing employees who qualify for the open enrollment BAS Group ID assignment per your campuses’ CSU BAS GROUP ID Assignment configurations. The Preview Report example below did not select any employees.

The CSU BAS GROUP ID Assignment process identifies and list on the report employees who received a BAS Group ID and who also have future-dated Job Data rows. Employees with future-dated job rows do not receive an OE BAS event on the future-dated rows. Review and manually assign the OE BAS Group ID for employees on the Job Data > Benefits Program Participation row on future dated rows if an OE BAS event is desired for the employee.

The BAS GROUP ID that the process sets stays in that field unless 1) the process removes it, or 2) the process updates it the following year, or 3) an end user manually changes it.

1. Run the CSU BAS GROUP ID Assignment process in final mode (deselect the Preview checkbox) when you are ready to assign the BAS GROUP ID to your open enrollment population. Verify that the process completes successfully.

1. If you have a run control ID for this process, enter the Run Control ID on the Find an Existing Value

page and then click the Search button.

1. If you do not have a run control ID, click on the Add a New Value tab, enter your initials in the Run Control ID field, and then click on the Add button.

1. The Schedule and Chkpt Restart page appears.

1. Enter your open enrollment Schedule ID.
2. Enter .50 for Chk Point Interval in Minutes.
3. Select the Record Eligibility Results checkbox.
4. Click on the Run button in the top right-hand corner.
5. The Process Scheduler Request page appears.

1. Enter PSUNX in Server Name or keep the field blank.
2. Locate and select the job with the process name PSPBARUN.
3. Click on the OK button.

1. The Run Control page appears, along with a Process Instance number. The Process Instance number is the job number assigned by the system. Make note of this number in case needed later.

1. Click on the Process Monitor link in the top right-hand corner to monitor the process.

1. Locate the PSPBARUN link on the Process List page.
2. Make sure the job is completed successfully.
3. Click on the Return button when processing finishes and after you have reviewed the required job log to see if there’s an issue.

All campuses, where indicated below, regardless of if the campus is a View-Only eBenefits Self Service campus or a Full eBenefits Self Service campus, should run the following CHRS Benefits Baseline queries to help manage the CHRS Open Enrollment process. The CHRS Benefits Baseline queries are found in Query Manager, Query Viewer, and on the CSU Benefits Administrator Tile.

Review the Schedule Summary page daily to monitor the OE Schedule ID for your campus (click on the NavBar Icon , then click on Menu > Benefits > Manage Automated Enrollment > Review Processing Results >

Schedule Summary).

BAS003.SQR - Invalid Elections Report is a PeopleSoft delivered report which produces, by BAS Schedule ID, a detailed listing of all Ben Admin error and warning situations resulting from running the Benefits Administration process (PSPBARUN). This report lists the schedule ID, the Emplid, the error message description, and the cause of the error. Review all errors/warnings and resolve daily.

Review and resolve issues that are on this report daily. Note that resolved issues on the report will not drop off the report until PSPBARUN (the delivered Ben Admin process) runs again for the applicable BAS Schedule ID.

• Assign None (AN) errors occur when the system Ben Admin configuration is not configured to determine the employee’s benefit program. Theoretically, there should never be BAS events with the Assign None (AN) process status.
  • To resolve BAS events with the Assign None (AN) process status, review the employee’s Job Data record(s) to verify that all Job Data values are correct. If you find incorrect Job Data values, have the incorrect values corrected and then go to the On Demand Event Maintenance page, enter the value of A in the field to the right of the Reprocess button, then click on the Reprocess button to re-prepare the election options. If this does not resolve the issue, you may need to submit a Service Now ticket for CMS to review.
  • Note that Assign None (AN) BAS events become Finalized None (FN) process status after the next delivered Ben Admin run (PSPBARUN).
• To resolve Assign Errors (AE), determine if incorrect Job Data values require correction. If there are no incorrect Job Data values for the employee, there may be a configuration issue that requires research and resolution. Once the incorrect Job Data value is corrected and/or the configuration issue is corrected:
  • If the Assign Error is not for an eBenefits Self Service transaction, go to the On Demand Event Maintenance page, enter the value of A in the field to the right of the Reprocess button, then click on the Reprocess button to re-prepare the election options.
  • If the Assign Error is for an eBenefits Self Service transaction, go to the On Demand Event Maintenance page, enter the value of A in the field to the right of the Reprocess button, then click on the Reprocess button to re-prepare the election options. Verify that the BAS event is at a Process Status of Prepared. Then advise the employee that they can continue with their life event transaction. If the employee cannot access the corrected BAS event, ask the employee to Cancel their life event transaction in eBenefits and create a new life event transaction.
• To resolve Prep Errors (PE), determine if incorrect Job Data values require correction. If there are no incorrect Job Data values for the employee, there may be a configuration issue that requires research and resolution. Once the incorrect Job Data value is corrected and/or the configuration issue is corrected:
  • If the Prep Error is not for an eBenefits Self Service transaction, go to the On Demand Event Maintenance page, enter the value of A in the field to the right of the Reprocess button, then click on the Reprocess button to re-prepare the election options.
  • If the Prep Error is for an eBenefits Self Service transaction, go to the On Demand Event Maintenance page, enter the value of A in the field to the right of the Reprocess button, then click on the Reprocess button to re-prepare the election options. Verify that the BAS event is at a Process Status of Prepared. Then advise the employee that they can continue with their life event transaction. If the employee cannot access the corrected BAS event, ask the employee to Cancel their life event transaction in eBenefits and create a new life event transaction.
• To resolve Election Errors (EE) first determine what needs to be corrected for the related data entry.
  • If the Election Error is not for an eBenefits Self Service transaction, go to the On Demand Event Maintenance page, click on the Election Entry button and correct the election error. Verify that the correct permitting event codes are entered. Save the transaction.
  • If the Election Error is for an eBenefits Self Service transaction, go to the On Demand Event Maintenance page, click on the Election Entry button and correct the election error. You’ll then need to enter the permitting event codes for the BAS event.
    • Do not reprocess the eBenefits Self Service BAS event to a Process Status prior to Re-enter, i.e., do not reprocess to Assign Benefit Program or Prepare Options as you'll lose the employee's submission date (Election Received Date). Election Received Date is used for the eSignature date on forms, the Perm Event HBO Received Date, and is used by the nightly process CSU_BA_EVT_DT to change the event class event date for submission date processing. Refer to the eBenefits OK to Reprocess Cheat Sheet for more information.
• There is no need to set anything on the Event Status Update page to resolve the above errors unless the AN error went to a FN error and you are reprocessing the BAS event back to an Assign Process Status in order to resolve.
• This report does not show detail for error messages that correspond to disconnected events.

This report is not included in the nightly CSUBASOE job schedule in CHRS. Run this report ad-hoc daily to review and resolve Ben Admin processing errors.

Navigation: Click on the NavBar Icon , then go to Menu > Benefits > Manage Automated Enrollment > Investigate Exceptions > Invalid Elections Rpt

1. If you have a run control ID for this process, enter the Run Control ID on the Find an Existing Value

page and then click the Search button.

1. If you do not have a run control ID, click on the Add a New Value tab, enter your initials in the Run Control ID field, and then click on the Add button.

1. The Invalid Elections Rpt page appears.

1. Enter the Schedule ID. Do not leave this field blank.
2. Click on the Run button.
3. The Process Scheduler Request page appears.

1. Select PSUNX in the Server Name field if able. Otherwise, leave this field blank.
2. Verify that the BAS003 process is selected (i.e., check marked), then click on the OK button.
3. The Invalid Elections Rpt page appears, along with the Process Instance number. Write down this number in case you need it later.
4. Click on the Process Monitor link to monitor the status of the report generation.
5. The Process List page appears.

1. Locate your job on the Process List, then click on the Refresh button until the job’s Run Status is

1. Click on the Details link.
2. The Process Detail page appears. Click on the View Log/Trace link.

1. The Process Detail page appears. Click on the View Log/Trace link.
2. The View Log/Trace page appears. Click on the link that ends in .PDF as this is the report.
3. Note that resolved errors do not fall off the report or the Processing Messages page after they are resolved until PSPBARUN is run again for the applicable Schedule ID.

The Report on Flagged Items is a report that lists flagged BAS events that require daily review and resolution. Flagged BAS events listed on the report:

1. have had Job, Address, or Union eligibility information changes that may impact benefits eligibility and warrant BAS event class review and possible reprocessing.
2. have been processed Out of Sequence and warrant BAS event class reprocessing or voiding based on the BAS event that’s out of sequence.
3. have been disconnected during processing and require review and resolution.

BAS008.SQR - Report on Flagged Items is a PeopleSoft delivered report which produces, by BAS Schedule ID, a detailed listing of all Ben Admin BAS events that have one of more of the BAS flags enabled:

• Address Eligibility Changed
• MultiJob Indicator Changed
• Job Eligibility Changed
• Event Out of Sequence
• Event Disconnected

This report lists the schedule ID, the Emplid, the error message description, and the cause of the error. Review and resolve all items on the report.

Review and resolve issues that are on this report daily.

• Audit the flags and re-process BAS events as needed.
  • Use the Reprocessing a CHRS BAS Event cheat sheet every time you need to reprocess a BAS event in CHRS.
  • Also use the eBenefits ESS OK to Reprocess Cheat Sheet every time you are trying to clear a flag for an eBenefits ESS event, as you may not be able to reprocess the eBenefits ESS event. The eBenefits ESS OK to Reprocess Cheat Sheet advises when it is ok to reprocess an eBenefits ESS BAS event based on the BAS event Process Status. The Reprocessing a CHRS BAS Event cheat sheet provides next steps to take when the scenario dictates that you cannot reprocess a particular BAS event.
• If the Address Eligibility Change flag is checked, go to Modify a Person and see if the employee’s home state and/or home zip code changed, then go to Job Data and review the Job Data rows equal to and prior to the reprocess BAS event date to see if the employee’s work location changed that resulted in a zip code or state change. Note that mailing addresses do not impact benefit eligibility.
  • If the home or work location address change did not include a zip code or state change, you can uncheck the Address Eligibility Change flag on the Update Event Status page and then click on Save instead of reprocessing the specific BAS event.
  • If the home or work location address zip code or state changed, you must reprocess the BAS event to see if the employee’s benefit eligibility changed. The employee may need to or have the option to elect a new benefit plan for certain zip code eligibility changes.
    • Before you reprocess any BAS event in CHRS, refer to the Reprocessing a CHRS BAS Event and the eBenefits ESS OK to Reprocess Cheat Sheet to see if it’s OK to reprocess that particular BAS event. The Reprocessing a CHRS BAS Event cheat sheet provides next steps to take when the scenario dictates that you cannot reprocess a particular BAS event.
• If the Job Eligibility Change flag is checked, go to Job Data and review the following fields on the Job Data rows equal to and prior to the reprocess BAS event date to see if changes occurred that would impact the employee’s benefits: Location, Empl_Class, Employee Type, FLSA Status, Salary Plan, Grade, Full/Part Time, Regular/Temporary, Service Months, Standard Hours, Union Code, Pay Group, Officer Code, FTE, Combined FTE, ACA Eligibility Status, Elig Feld 1, Elig Fld 2, Elig Fld 3, Elig Fld 4, Elig Fld 5, Elig Fld 6, Elig Fld 7, Elig Fld 8 and Elig Fld 9. Also check to see if the BAS Group ID changed. The BAS Group ID value is critical for OE BAS events.
  • If the Job Data change did not update a field that would impact the employee’s benefits eligibility, you can uncheck the Job Eligibility Change flag on the Update Event Status page and then click on Save instead of reprocessing the specific BAS event.
  • If the Job Data change did update a field that would impact the employee’s benefits eligibility, you must reprocess the BAS event to see if the employee’s benefit eligibility changed.
    • Before you reprocess any BAS event in CHRS, refer to the Reprocessing a CHRS BAS Event and the eBenefits ESS OK to Reprocess Cheat Sheet to see if it’s OK to reprocess that particular BAS event. The Reprocessing a CHRS BAS Event cheat sheet provides next steps to take when the scenario dictates that you cannot reprocess a particular BAS event.
• If the MultiJob Eligibility Change flag is checked, go to Job Data and review the following fields for all active jobs for the employee on Job Data rows equal to and prior to the reprocess BAS event date to see if changes occurred that would impact the employee’s benefits: Location, Empl_Class, Employee Type, FLSA Status, Salary Plan, Grade, Full/Part Time, Regular/Temporary, Service Months, Standard Hours, Union Code, Pay Group, Officer Code, FTE, Combined FTE, ACA Eligibility Status, Elig Fld 1, Elig Fld 2, Elig Fld 3, Elig Fld 4, Elig Fld 5, Elig Fld 6, Elig Fld 7, Elig Fld 8 and Elig Fld 9. Also check to see if BAS Group ID changed or needs to change for the employee’s Primary Benefit Job. The BAS Group ID value is critical for OE BAS events.
  • If the Job Data change did not update a field that would impact the employee’s benefits, you can uncheck the Job Eligibility Change flag on the Update Event Status page and then click on Save instead of reprocessing the specific BAS event.
  • If the Job Data change did update a field that would impact the employee’s benefits eligibility, you must reprocess the BAS event to see if the employee’s benefit eligibility changed.
    • Before you reprocess any BAS event in CHRS, refer to the Reprocessing a CHRS BAS Event and the eBenefits ESS OK to Reprocess Cheat Sheet to see if it’s OK to reprocess that particular BAS event. The Reprocessing a CHRS BAS Event cheat sheet provides next steps to take when the scenario dictates that you cannot reprocess a particular BAS event.

• Address Eligibility Changed Flag – This flag will be checked if there is a change in address that affects the job row. If there is a 9/1/2003 event created from a Job row, and there is an 8/15/2003 change of address entered, the Address Eligibility Changed flag will appear on the 9/1/2003 event in Event Status Update and on this report. The existing event may need to be reprocessed if the address change affects Benefits eligibility.
• MultiJob Indicator Changed Flag – This flag will be checked if Multiple Jobs functionality is being used and information affecting eligibility was changed, inserted, or deleted after the event had begun processing. The event may need to be reprocessed if the change made affects more than one of the employee’s jobs.
• Job Eligibility Changed Flag – This flag will be checked if there is a correction to an existing Job row where one of the fields listed below is changed. The existing event may need to be reprocessed if the Job change affects Benefits eligibility.
• Event Disconnected Flag – Disconnected events represent a broken BAS event. This means information that the system uses to track and/or process the BAS event was deleted or changed

after the BAS event was created. If a BAS event is disconnected, it can no longer be processed by the Ben Admin system, except to be voided*. There are two ways a BAS event can become disconnected:

• The HR record that previously triggered the event changes. For example, the Job Data row Effective Date was changed, or the Action code was changed, or the Action/Reason code was changed.
• The Job Data row was deleted.
• Disconnected BAS events need to be analyzed one by one to determine impact on benefit processing. If a BAS event is disconnected after it is finalized, first void the event through reprocessing. Be aware that voiding the BAS event for finalized-enrolled benefit elections may not roll back elections from the Base Benefits tables. In this case, Correction mode is required to remove the finalized-enrolled benefit elections from the applicable Base Benefits tables.
• When the effective date of a particular address or Job Data row is corrected, the system simultaneously creates a new BAS event and disconnects any BAS events that were initially triggered by the address or job record change.
• *Note: If a disconnected event has an Event Status of Closed and the Event Status box is greyed out, the BAS event cannot be reprocessed. This also means that the finalized disconnected event cannot be reprocessed to a status of Void.
• Event Out of Sequence Flag – This flag will be checked on events that were processed out of order. This happens when a participant event is in process within Benefits Administration and then another event associated with the same participant is triggered with an event date that precedes the first event. The system closes the first event and opens/processes the second event because Benefits Administration will only process one event per participant at a time.
• An example Out of Sequence scenario is the employee has a future-dated OE BAS event in a Prepared status, and then creates a BIR Life Event to add their newborn child with an event date that precedes the OE event date. In this example, after the BIR event is finalized, the OE event requires reprocessing to pick up the newly added dependent and benefit plan changes.

This report is not included in the nightly CSUBASOE job schedule in CHRS. Run this report ad-hoc daily to review and resolve Ben Admin processing errors.

Navigation: Click on the NavBar Icon , then go to Menu > Benefits > Manage Automated Enrollment > Investigate Exceptions > Report on Flagged Items

1. If you have a run control ID for this process, enter the Run Control ID on the Find an Existing Value

page and then click the Search button.

1. If you do not have a run control ID, click on the Add a New Value tab, enter your initials in the Run Control ID field, and then click on the Add button.

1. The Report On Flagged Items page appears.

1. Verify that the Language is English.
2. Enter the Schedule ID. Do not leave this field blank.
3. Enter a From Date and Thru Date range.
4. Select the flags to include on the report in the Report Participants Flagged for section, and then click on the Run button.
5. The Process Scheduler Request page appears.

1. Select PSUNX in the Server Name field if able. Otherwise, leave this field blank.
2. Verify that the BAS008 process is selected (i.e., check marked), then click on the OK button.
3. The Report On Flagged Items page appears, along with the Process Instance number. Write down this number in case you need it later.
4. Click on the Process Monitor link to monitor the status of the report generation.
5. The Process List page appears.

1. Locate your job on the Process List, then click on the Refresh button until the job’s Run Status is

1. Click on the Details link.
2. The Process Detail page appears. Click on the View Log/Trace link.

1. The Process Detail page appears. Click on the View Log/Trace link.
2. The View Log/Trace page appears. Click on the link that ends in .PDF as this is the report.

This report includes a listing of all open BAS events for a particular BAS Schedule ID. This SQR was cloned from the delivered BAS27.sqr and customized to exclude events in Void, Closed, or Disconnected statuses.

This report selects all participants in a particular process status or set of status levels. It does not display the transaction if:

OR

Use to monitor OE BAS processing.

Identify BAS events that are not moving forward and finalizing in a timely manner.

Remember that eBenefits ESS BAS events automatically expire after 1, 30 or 60 days based on the eBenefits BAS Event.

• For eBenefits ESS BAS events also use the CSU_BAS_SS_EVENTS and CSU_BAS_SS_NT

queries (these queries are also discussed on the Daily Review BA Baseline Queries job aid). Note that some eBenefits BAS events require reaching out the employee to move the process along.

• Open events with an Election Error (EE) or Prep Error (PE) Benefits Administration Processing Status - These events are in an error status and should also appear on the BAS003 report.
• Open events with an Assigned (AS) Benefits Administration Processing Status - These events are fine and occur because an event was started while another event for the employee was still in process. When this happens, the new event closes when it gets to Assigned (i.e., the benefit program was assigned) and waits there until the current event finishes processing. It will then “open up” for processing.

This report is not included in the nightly CSUBASOE job schedule in CHRS. Run this report ad-hoc daily to review and resolve Ben Admin processing errors.

Navigation: Click on the NavBar Icon , then go to Menu > Benefits > Reports > CSU Benefits Reports

1. If you have a run control ID for this process, enter the Run Control ID on the Find an Existing Value

page and then click the Search button.

1. If you do not have a run control ID, click on the Add a New Value tab, enter your initials in the Run Control ID field, and then click on the Add button.

1. The CSU Process Status Rpt page appears.

1. Verify that the Language is English.
2. Enter the Schedule ID. Do not leave this field blank.
3. Select the Process Statuses to include on the report in the Process Status to Include section. and then click on the Run button.
4. The Process Scheduler Request page appears.

1. Select PSUNX in the Server Name field if able. Otherwise, leave this field blank.
2. Verify that the CSUBAS27 process is selected (i.e., check marked), then click on the OK button.
3. The CSU Process Status Rpt page appears, along with the Process Instance number. Write down this number in case you need it later.
4. Click on the Process Monitor link to monitor the status of the report generation.
5. The Process List page appears.

1. Locate your job on the Process List, then click on the Refresh button until the job’s Run Status is

1. Click on the Details link.
2. The Process Detail page appears. Click on the View Log/Trace link.

1. The View Log/Trace page appears. Click on the link that ends in .PDF as this is the report.

Refer to the CHRS Benefits Daily Review and Troubleshooting User Guide for more information on these reports.

Use this process to manually add a BAS Group ID ro an employee’s Benefit Primary Job when needed so that an employee receives an OE BAS event.

An example of when you would use this process is when the employee's Benefits Primary Job is on unpaid leave for active Department Chairs or active employees in interim positions. Also be aware that, if the employee's Benefits Primary Job is on unpaid leave, but they are really truly active, such as Department Chairs or active employees in interim positions, the employee will not be able to do OE in eBenefits, and a paper worksheet must be used and the HBO will need to manually enter and process the employee’s OE elections via the On Demand Event Maintenance page. This is because the employee’s eBenefits access is inactivated in CHRS when the employee's Benefits Primary Job is on unpaid leave.

Void future-dated OE BAS events due to:

• Termination of employment prior to the OE BAS event effective date.
• Loss of benefits eligibility prior to the OE BAS event effective date, including due to ACA.
• The employee transfers to another business unit during the open enrollment period that will become the employee’s benefits primary job.
• The OE BAS event is not applicable for the employee.

Note that the nightly CSU Delete Activity Guide process deletes the OE Activity Guide and the related voided OE BAS event for Full eBenefits Employee Self Service campuses (this action does not occur for View Only ESS campuses). Query the AUDIT_CSU_BBPRT record to find deleted voided BAS events, including voided and deleted OE BAS events. The reason the system deletes the voided OE BAS event is to allow for a new OE BAS event to be created for the employee if applicable/desired for Full eBenefits Employee Self Service campuses due to a Benefits incorrect election entry or benefits primary job campus transfer, for example (view only ESS campuses need to use the HBE BAS event if they need to create an OE transaction after the OE BAS event is voided for their campuses).

Also note that, if the employee’s voided OE BAS event was previously finalized or OE elections were at an ET

or RE process status, the AUDIT_CSU_BBPRT record will contain the employee’s elections.

1. If you have a run control ID for this process, enter the Run Control ID on the Find an Existing Value

page and then click the Search button.

1. If you do not have a run control ID, click on the Add a New Value tab, enter your initials in the Run Control ID field, and then click on the Add button.

1. The Schedule and Chkpt Restart page appears.

1. Enter your open enrollment Schedule ID.
2. Click on the Participant Lists tab.
3. Select the Process from Participant List checkbox.
4. Enter the employee ID into the Schedule Only Employee section.

1. Click on the OE/Snapshot tab.
2. Select the Schedule New Participants checkbox.
   1. Do not select the Finalize/Apply Defaults checkbox.

1. Click on the Run button in the top right hand corner.
2. The Process Scheduler Request page appears.

1. Enter PSUNX in Server Name or keep the field blank.
2. Locate and select the job with the process name PSPBARUN.
3. Click on the OK button.

1. The Run Control page appears, along with a Process Instance number. The Process Instance number is the job number assigned by the system. Make note of this number in case needed later.

1. Click on the Process Monitor link in the top right hand corner to monitor the process.

1. Locate the PSPBARUN link on the Process List page.
2. Make sure the job completes successfully.
3. Go to the On Demand Event Maintenance page to see the newly re-created OE BAS event.

Employees transfer between business units daily, including during the open enrollment period. When an employee transfers to a new business unit during the actual open enrollment period that will become the employee’s new benefits primary job, the OE BAS event at the old business unit must be voided. CSUBASOE processes will assign a new BAS GROUP ID and also create a new OE BAS event based on the employee’s new business unit if the new business unit will be the employee’s new benefits primary job for the current effective - dated row. This allows the new campus business unit to easily manage and reprocess the OE BAS event going forward for the employee as needed.

The old business unit campus Benefits Office must void the old OE event. Before the old business unit campus Benefits Office voids the OE event, the old business unit campus Benefits Office must check the OE BAS event in the On Demand Event Maintenance page for enrollments. The old business unit campus Benefits Office prints out all enrollment detail if entered and provides the OE enrollment detail to the new business unit campus Benefits Office. The new business unit campus Benefits Office manually enters the employee’s enrollments on the new business unit OE BAS event.

It is recommended that these steps be incorporated into campus Transfer/Termination Checklists.

Each campus, when ready to finalize remaining open enrollment BAS events, needs to manually run the PSPBARUN process (the delivered Benefits Administration process), with the Finalize/Apply Default checkbox selected for the applicable OE Schedule ID. You do not have to wait until the start of the next calendar year to finalize the remaining open enrollment BAS events. Finalize your remaining open enrollment events in late October/early November after you have completed your open enrollment processing. See section 11.1 for step- by-step instructions.

Note that the CSUBASOE nightly job schedule is Active during the Open Enrollment period and through 12/31 of each year and is INACTIVE at all other times during the year. For example, if the OE period is 9/20/21 to 10/15/21, the CSUBASOE nightly job schedule is ACTIVE and runs from 9/20/21 to 12/31/21 to assign the BAS GROUP ID and to create OE events for new hires, transfers and newly benefit-eligible employees. You can

finalize your open enrollment when CSUBASOE is still running nightly to pick up new hires, transfers and newly benefit-eligible employees. You will use the On Demand Event Maintenance page to manually process and finalize singular OE events that occur after the open enrollment period has ended.

Important: Note that, if the system creates an OE BAS event for an employee after you have finalized the Open Enrollment schedule (i.e., after the open enrollment period has ended) and after CSUBASOE is inactivated and you are a Full eBenefits ESS campus, the campus Benefits Officer must enter the employee’s OE BAS event elections manually via the On Demand Event Maintenance page.

Important: Note that when you run the PSPBARUN process to finalize remaining open OE BAS events, OE

BAS events in an RE process status will be finalized-enrolled. Disconnected OE BAS events will not finalize.

1. If you have a run control ID for this process, enter the Run Control ID on the Find an Existing Value

page and then click the Search button.

1. If you do not have a run control ID, click on the Add a New Value tab, enter your initials in the Run Control ID field, and then click on the Add button.

1. The Schedule and Chkpt Restart page appears.

1. Enter your open enrollment Schedule ID.
2. Select Open Enrollment for the Process Mode field.
3. Enter .50 for Chk Point Interval in Minutes.
4. Select the Record Eligibility Results checkbox.
5. Click on the OE/Snapshot tab.

1. Select the Finalize/Apply Defaults checkbox.
   1. Do not select the Schedule New Participants checkbox when you are finalizing OE.
2. Click on the Run button in the top right hand corner.
3. The Process Scheduler Request page appears.

1. Enter PSUNX in Server Name or keep the field blank.
2. Locate and select the job with the process name PSPBARUN.
3. Click on the OK button.

1. The Run Control page appears, along with a Process Instance number. The Process Instance number is the job number assigned by the system. Make note of this number in case needed later.

1. Click on the Process Monitor link in the top right hand corner to monitor the process.

1. Locate the PSPBARUN link on the Process List page.
2. Make sure the job completes successfully.
3. Click on the Return button when processing finishes and after you have reviewed the required job log to see if there’s an issue.
4. OE BAS events for the schedule ID should now be at an Event Status of Closed, and at a Process Status of Finalized Enrolled or Finalized Prep None. You can confirm this on the Schedule Summary

page (click on the NavBar Icon , then click on Menu > Benefits > Manage Automated Enrollment > Review Processing Results > Schedule Summary). Manually resolve/finalize OE BAS events that are not closed by this process.

1. PSPBARUN does not finalize disconnected BAS events. If an OE BAS event is disconnected,

void the disconnected event.

1. Verify that there are no OE BAS events that require reprocessing due to Address or Job Changes or have become Out of Sequence. Run the delivered Report on Flagged Items report to see OE BAS

events that require reprocessing. To run this report, click on the NavBar Icon , then click on Menu > Benefits > Manage Automated Enrollment > Investigate Exceptions > Report on Flagged Items.

1. Verify that there are no processing messages for the OE BAS events. Run the delivered Invalid Elections report to see if there are processing messages that require review and resolution for OE BAS.

To run this report, click on the NavBar Icon , then click on Menu > Benefits > Manage Automated Enrollment > Investigate Exceptions > Invalid Elections Rpt.

1. The page CSU BAS GROUP ID Assignment page appears.

1. Select the appropriate open enrollment Schedule ID for your campus/business unit.
2. Select the Preview checkbox.
3. Run the CSU BAS GROUP ID Assignment process in Preview mode first so you can review and confirm that the correct employee population is selected to receive an OE BAS event.
4. Click on the Run button.
5. The page Process Scheduler Request page appears.

1. If able, select PSUNX for Server Name, else leave blank.
2. Select the CSU_BGRP_PRC process.
3. Click on the OK button.
4. You are returned to the CSU BAS GROUP ID Assignment page. Write down the Process Instance

number and then click on the Process Monitor link.

1. The Process Monitor page appears.

1. Locate your process on the Process List. Click the Refresh button until your process shows the Run Status of Success. If the Run Status is Error, work with your technical support resource to resolve before continuing this process.
2. Click on the Details link, then click on the View Log/Trace link and then click on the BAS Group ID log to see the Preview Report listing employees who qualify for the open enrollment BAS Group ID assignment per your campuses’ CSU BAS GROUP ID Assignment configurations. The Preview Report example below did not select any employees.

1. Run the CSU BAS GROUP ID Assignment process in final mode (deselect the Preview checkbox) when you are ready to assign the BAS GROUP ID to your open enrollment population. Verify that the process completes successfully and the BAS GROUP ID is assigned.

1. If you have a run control ID for this process, enter the Run Control ID on the Find an Existing Value

page and then click the Search button.

1. If you do not have a run control ID, click on the Add a New Value tab, enter your initials in the Run Control ID field, and then click on the Add button.

1. The Schedule and Chkpt Restart page appears.

1. Enter your open enrollment Schedule ID.
2. Select Open Enrollment for the Process Mode field.
3. Enter .50 for Chk Point Interval in Minutes.
4. Select the Record Eligibility Results checkbox.
5. Click on the Participant List tab.

1. Select the Process from Participant List checkbox.
2. Enter the EMPLID in the Schedule Only Employee(s) section. Click on the

to add additional

1. Click on the OE/Snapshot tab.

1. Select the Schedule New Participants checkbox.
   1. Do not select the Finalize/Apply Defaults checkbox when you are scheduling new participants for an OE BAS event.
2. Click on the Run button in the top right hand corner.
3. The Process Scheduler Request page appears.

1. Enter PSUNX in Server Name or keep the field blank.
2. Locate and select the job with the process name PSPBARUN.
3. Click on the OK button.

1. The Run Control page appears, along with a Process Instance number. The Process Instance number is the job number assigned by the system. Make note of this number in case needed later.

1. Click on the Process Monitor link in the top right hand corner to monitor the process.

1. Locate the PSPBARUN link on the Process List page.
2. Make sure the job completes successfully.
3. Click on the Return button when processing finishes and after you have reviewed the required job log to see if there’s an issue.
4. The employee should now have an OE BAS event. Go to the On Demand Event Maintenance page to

confirm (click on the NavBar Icon , then click on Menu > Benefits > Manage Automated Enrollment > Events > On Demand Event Mainenance). Remember that if you are creating an OE BAS event for an employee after you have finalized the Open Enrollment schedule or after CSUBASOE has been inactivated and if you are a Full eBenefits ESS campus, the employee will not be able to enter their OE elections via Full eBenefits ESS. Enter and finalize the employee’s OE BAS event elections manually via the On Demand Event Maintenance page.

There are times when the employee’s benefit enrollments/dis-enrollments require reprocessing. Reprocessing means that the BAS event must be re-evaluated by the Benefits Administration module to determine the employee’s benefit program and/or benefit plan eligibility.

When reprocessing an OE BAS event, reference the following cheat sheet in the CHRS Training Library in addition to following this user guide:

• Reprocessing a CHRS BAS Event

Important: If you are a Full eBenefits ESS campus, also reference the following cheat sheet in addition to following this user guide when reprocessing an OE BAS event:

• eBenefits ESS Event Classes OK to Reprocess Cheat Sheet

Important: Be sure to reference the Reprocessing a CHRS BAS Event document and the eBenefits OK to Reprocess Cheat sheet before reprocessing any BAS event in the On Demand Event Maintenance page.

1. Enter the EMPLID and click on the Search button. Select any line for the employee from the Search Results list.
2. If you are a Full eBenefits ESS campus, refer to the eBenefits OK to Reprocess Cheatsheet. Look for the section for OE BAS events on the cheat sheet. Be aware of what may occur when you reprocess the OE BAS event for the employee.
3. Refer to the Reprocessing a CHRS BAS Event cheat sheet. Reprocess the OE BAS event by following the step-by-step instructions on the Reprocessing a CHRS BAS Event cheat sheet.