CHRS Knowledge Base

Reprocessing Instructions in CHRS

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To Re-process a BAS Event, open three PeopleSoft windows and pull up the employee on CSU Benefits Summary, Job Data, and On Demand Event Maintenance pages.

Reprocessing in CHRS:

  1. Expand the EE’s benefits onCSU Benefits Summary,click onView Alland take a screen shot.
  2. Get familiar with the EE inJob Data... active or termed? FERP EE? Benefits eligible or not?
  3. Go to theOn Demand Event Maintenancepage forBenefit Record 0.
  4. Pull up the EE, then click on theEvent Status Updatebutton.
  5. Find the BAS event(s) to reprocess (these are the BAS events with the check marked flagged items;Address Eligibility Change,Job Eligibility Change,Out of Sequence). Be sure to reprocess in thecorrect order(EFFDT,Event Priorityand thenEvent ID-see below for the processing order instructions).Start with the oldest flagged BAS event, and reprocess up to the most recent BAS event.
  6. Change the*Event StatustoOpen.
  7. Change*Process Indicatorto ‘Re-enter’iftheProcess Statusis ‘Enrolled.
    1. If the BAS event isHIR (New Hire),TER (Terminate)ortheProcess Statussays ‘Prep None’ or ‘Pgm None,’ and it is not the HIR BAS event associated with a FERP hire event, you can setthe*Process Indicatorto ‘Assign Pgm’, change the BAS event status to 'Open', click on theOKbutton, and then go to step 14.
    2. If it is the HIR BAS event associated with a FERP hire event, set the *Process Indicator to ‘Re-enter,’ and change the BAS event status to ‘Open’ and go to step 8.
    3. If the BAS event isnotHIR (New Hire),TER (Terminate)ortheProcess Statusdoes not say‘Prep None’ and the BAS event is not an ESS BAS event, go to step 8.
    4. If the BAS event is an ESS (Employee Self Service) BAS event (ADP, AD1, BIR, BI1, DCG, DC1, DLC, DL1, DIV, DI1, DRP, EGC, EG1, ELC, EL1, LTE, MAR, MA1, NEW, NW1, OE), stop, do not reprocess the BAS event, and refer to the eBenefits ESS Event Class OK to Reprocess Cheat Sheet to determine your next steps. (If the ESS BAS event to reprocess has a Process Status of Finalized-Enrolled (FE), you can reprocess it back first to ‘Re-enter,’ write down all elections, and then reprocess back to ‘Assign Benefit Program (AS),’ and then re-enter elections and finalize. This bit of information is not clear on the eBenefits ESS Event Class OK to Reprocess Cheat Sheet.)
    5. If the BAS event is voided or disconnected, uncheck the flag. Click on OK, then click on Save. You do not need to reprocess a voided or disconnected BAS event.
  8. Click on theOKbutton.
  9. Click on theReprocessbutton. After processing, click on theShow Plansbutton to see if elections were entered. If no elections were entered, change theProcess Indicatorfrom'R' (Re-enter)to 'A' (Assign Pgm)then skip to step 14. If elections were entered, go to step 10.
  10. After you click onShow Plansto see plan elections (Y), write down the options that were selected, then click on theReturnbutton, and then click on theElection Entrybutton to see the election details.
  11. Make a screen print of EE’s elections, covered dependentsorwrite them down. Click on theCancelbutton.
  12. Change the*Process Indicatorto ‘Assign’ and click on theReprocessbutton.
  13. Re-enter the employee’s elections and applicable covered dependentsfor that BAS event and then click on theOKbutton. Go to step 15.
  14. On theOn Demand Event Maintenancepage, click on theReprocessbutton. After processing, click onOK.
  15. On theOn Demand Event Maintenancepage, select theFinalize/Apply Defaults checkbox, then click on theValidate/Finalizebutton.
  16. Once done with all reprocessing for the EE, refresh the employee’sCSU Benefits Summarypage and compare it to theCSU Benefits Summaryscreen shot that you took at the beginning of the process. Determine if there were benefit changes, especially to mandatory benefits (Life, Vision and LTD if applicable). Also make sure that there are no remaining checked flags for the employee.

The order to reprocess BAS events is as follows:

1.Date orderfrom the oldest BAS event to the newest BAS event (reprocess 1/1/2015 BAS event, then reprocess 2/1/2015 BAS event and then reprocess 3/1/2015 BAS event).

2.If you have multiple BAS events for the same date,process those BAS events inEvent Priorityorder fromlowest to highest(reprocess Event Priority 75, then 200, 290, 375, 900, etc.). Refer to the Event Class Cheat Sheet job aid for BAS event priority information.

3.If you have multiple BAS events for the same date and same Event Priority, process those BAS events byEvent IDfromlowest to highest(1, 2, 3, etc.).

Remember:If you mess up while reprocessing the employee's benefits, look at the EE and the BAS events and benefit enrollment in a 9.2 Production Support database copy. The URL is: https://csyou.calstate.edu/Projects-Initiatives/chrs-completion/Pages/CHRS-Non-Production.aspx

9.2 Production Support schedule

This document has a flowchart.

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