Open three PeopleSoft windows: CSU Benefits Summary, Job Data, and On Demand Event Maintenance for the employee.

1. Expand the employee’s benefits on CSU Benefits Summary.
2. ClickView All.
3. Take a screenshot of the summary.

• Check if the employee is active or termed.
• Determine if the employee is a FERP EE.
• Confirm benefits eligibility.

Go to the On Demand Event Maintenance page for Benefit Record 0.

Pull up the employee, then click the Event Status Update button.

• Find BAS events with flagged items (Address Eligibility Change, Job Eligibility Change, Out of Sequence).
• Reprocess in the correct order:
  • By EFFDT (oldest to newest)
  • Then by Event Priority (lowest to highest)
  • Then by Event ID (lowest to highest)
• Start with the oldest flagged BAS event and proceed to the most recent.

Change the *Event Status to Open.

Change*Process Indicator to ‘Re-enter’ if Process Status is ‘Enrolled’.

• If the BAS event is HIR (New Hire), TER (Terminate), or Process Status says ‘Prep None’ or ‘Pgm None’, and it is not the HIR BAS event for a FERP hire, you can:
  • Set *Process Indicator to ‘Assign Pgm’
  • Change BAS event status to 'Open'
  • ClickOK
  • Go to step 14
• If it is the HIR BAS event for a FERP hire, set *Process Indicator to ‘Re-enter’, change BAS event status to ‘Open’, and go to step 8.
• If the BAS event is not HIR, TER, or Process Status does not say ‘Prep None’, and the BAS event is not an ESS BAS event, go to step 8.
• 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.
  • Refer to the eBenefits ESS Event Class OK to Reprocess Cheat Sheet for 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
    • Then reprocess back to ‘Assign Benefit Program (AS)’
    • Re-enter elections and finalize

    This is not clear on the eBenefits ESS Event Class OK to Reprocess Cheat Sheet.

• If the BAS event is voided or disconnected:
  • Uncheck the flag
  • ClickOK, then Save
  • You do not need to reprocess a voided or disconnected BAS event

Click the OK button.

1. Click the Reprocess button.
2. After processing, click the Show Plans button to see if elections were entered.
3. If no elections were entered:
   • Change the Process Indicator from 'R' (Re-enter) to 'A' (Assign Pgm)
   • Skip to step 14
4. If elections were entered, go to step 10.

1. After clicking Show Plans to see plan elections (Y):
   • Write down the options that were selected
   • Click the Return button
   • Click the Election Entry button to see election details

• Make a screen print of the employee’s elections and covered dependents, or write them down.
• Click the Cancel button.

Change the *Process Indicator to ‘Assign’ and click the Reprocess button.

Re-enter the employee’s elections and applicable covered dependents for that BAS event, then click OK. Go to step 15.

1. On the On Demand Event Maintenance page, click the Reprocess button.
2. After processing, click OK.

1. On the On Demand Event Maintenance page, select the Finalize/Apply Defaults checkbox.
2. Click the Validate/Finalize button.

• Refresh the employee’s CSU Benefits Summary page.
• Compare it to the screenshot taken at the beginning.
• Determine if there were benefit changes, especially to mandatory benefits (Life, Vision, LTD if applicable).
• Ensure there are no remaining checked flags for the employee.

1. Process BAS events in date order from oldest to newest.
2. If multiple BAS events have the same date, process by Event Priority (lowest to highest).
3. If multiple BAS events have the same date and Event Priority, process by Event ID (lowest to highest).

Refer to the Event Class Cheat Sheet job aid for BAS event priority information.

If you encounter issues while reprocessing, review the employee and BAS events in a 9.2 Production Support database copy:

https://csyou.calstate.edu/Projects-Initiatives/chrs-completion/Pages/CHRS-Non-Production.aspx