User Process Guide has been removed - job aid/article created in the Knowledge Base. See below:
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Administration Process Execution User Guide (BA)
Updated on
Benefits Admin (BA)
Job Aids: Step-by-Step Instructions 50
- Access the CSU Benefits Summary Page
- Add Dependents with Perform Election Entry
- Add Dependents with On Demand Event Maintenance
- Address Out-Of-State ZIP Code Errors
- Administration Process Execution
- Approving a Tuition Fee Waiver Application in Optimize
- Audit Employee Benefits Enrollment
- Benefits for transfers and rehires
- Correct Base Benefits
- Create a BAS Event on Review BAS Activity Page
- Delete an Activity Guide
- Delta Dental Interface (Benefits)
- Eligibility Override: Prepare to Create, Change, or End
- Employee Dependent Re-verification: Benefits Officer
- Enable New Hire benefits
- Enter Employee Benefits with ODEM
- Enter PEC for Non-CalPERS Employee Terminations
- FERP Vision Processing
- Finalize BAS Events with ODEM
- Finalize BAS Events with Update Event Status
- Finalize BAS Events with Update Processing Controls Page
- Finalize Remaining Open Enrollment Events
- Fix Unique Constraint Errors
- Hide Dependents
- Impacts of HR Data Entry
- Modify Marital Status
- Prepare Employee for ACA Benefits
- First-time Dependent Verification and Printing Forms – Benefits Officer
- Print Benefits Enrollment Forms for Individual Employees
- Print Benefits Enrollment Forms in Batch
- Process TBC Events
- Qualified Medical Child Support Orders (QMCSO) - Enter for a Dependent via Perform Election Entry
- Qualified Medical Child Support Orders (QMCSO)-Enter/Change for Existing Dependents
- Qualified Medical Child Support Orders (QMCSO) - Enter for a Dependent via On Demand Event Maintenance
- Requesting a Tuition Fee Waiver
- Reprocessing Instructions in CHRS
- Retiree Dental Enrollment
- Review BAS Activity-Overview
- Review the CSU SCO Inquiry page
- Run Benefits SCO Interface
- Tuition Fee Waiver Coordinator Guide
- Update Dependent to Ex
- Update Benefits: Death of a Dependent
- Update Domestic Partner to Spouse
- Use the CSU Employee Job Summary page
- Void Expired NT ESS BAS Events
- Verify Benefits Primary Job campus
- Void BAS Events
- Update Dependent/Beneficiary
- Transfer Tuition Fee Waiver
Open Enrollment 16
- Business Unit Transfers during Open Enrollment
- Baseline Queries to Run: Open Enrollment
- Checklist - Full ESS Campus (OE)
- Checklist - View Only Campuses (OE)
- Configure BAS Group ID
- Create OE BAS Event After Finalization and CSUBASOE is Inactivated
- Daily Review CSUBASOE logs
- Event Coordination
- Finalizing Open Enrollment
- Manually add a BAS Group ID to an Employee's Benefits Primary Job
- Open Enrollment Overview
- Populate the CSU BAS GROUP ID Assignment
- Reports to Run: Open Enrollment
- Reprocessing Individual OE BAS Events
- View Only Campuses: Open Enrollment
- Void OE BAS Event and Create New OE BAS Event
Report Job aids: Step by Step Instructions 18
- Ben Admin Process Status Pivot Table
- Daily Review BA Baseline Queries
- Daily Review CSUBAS logs and reports
- Generate and Print Online Confirmation Statements
- Run CSU Benefits Reports
- Research and Audit Queries
- Resolve CSU Payroll Deduction Audit Report Issues
- Online Processing Messages Page (BAS003)
- Schedule Summary
- Audit Tables Overview (Benefits)
- View eBenefits eSignatures
- Audit Tables-Event Class History Query (Benefits)
- Audit Tables-Health Plan History Query (Benefits)
- Audit Tables-Life Plan History Query (Benefits)
- Audit Tables-Disability Plan History (Benefits)
- Audit Tables HCRA/DCRA History (Benefits)
- Audit Tables Dependent History (Benefits)
- Audit Tables Base Benefit Dependent History (Benefits)
Configuration Job aids: Step by Step Instructions 1
Benefits Checklist 1
Troubleshooting / FAQ 6
CSU Learn Courses-BA 19
- Benefits Officer Basics (Lessons 1-18) Full eBenefits
- Course Introduction (Lesson #1)
- System Overview (Lesson #2)
- Your Responsibilities (Lesson #3)
- Verify Benefits Primary Campus (Lesson #4)
- Enable New Hire Benefits (Lesson #5)
- Enroll in Benefits (Lesson #6)
- Prepare to Finalize Events (Lesson #7)
- Update Marital Status (Lesson #8)
- Set Finalize Flags (Lesson #9)
- Finalize BAS Events with ODEM (Lesson #10)
- Generate Confirmation Statements (Lesson #11)
- View BAS Events (Lesson #12)
- Manage BAS Events (Lesson #13)
- Reprocessing Flagged Events (Lesson #14)
- Daily CSUBAS Logs (Lesson #15)
- Daily Reports (Lesson #16)
- Troubleshooting (Lesson #17)
- Avoiding Mistakes (Lesson #18)
Process Flows-Diagrams 10
- Finalize BAS Events Interface Decision Flow
- Finalize a BAS Event (simplified flowcharts)
- Hire/Newly Eligible Benefit Enrollment - ESS
- Hire/Newly Eligible Benefit Enrollment - View Only
- Life Event Enrollment - ESS
- Life Event Enrollment - View Only
- Open Enrollment - ESS
- Open Enrollment - View Only
- Reprocess Flagged Events Process Flow (CHRS)
- Reprocess Flagged Events Process Flow (9.0)
User Process Guides 16
- Administration Process Execution User Guide (BA)
- Audit Tables Process Guide (BA)
- CalPERS Pension Resumption System Interface User Guide (BA)
- Delta Dental Interface User Guide (BA)
- Employee Self Service for Full Service Campuses Process Guide (BA)
- Explanation of Review BAS Activity Process Guide (BA)
- Forms Process Guide (BA)
- Impacts of HR Data Entry Process Guide (BA)
- Manual Events and Election Entry Process Guide (BA)
- Override Eligibility Configuration Process Guide (BA)
- Qualified Medical Child Support Orders (QMCSO) Process Guide (BA)
- Record Dependent Comments Process Guide (BA)
- Retiree Dental Enrollment Process Guide (BA)
- Review HR-Job-Payroll Data Process Guide (BA)
- SCO Interface Process Guide (BA)
- Update BAS Start Date Process Guide (BA)
Recently Updated Articles
- TL Setup Checklist for Implementing Campuses
- TL Yearly Checklist
- Transfer Tuition Fee Waiver
- Audit Tables Process Guide (BA)
- Audit Employee Benefits Enrollment