Prepare to Finalize Events (Lesson #7)

Updated on Sep 25, 2024

This course is part of the Benefits Officer Basics for Full eBenefits Campuses curriculum. In this course, you will identify tasks to complete before finalizing events. Time: 10-15 minutes

https://CSU.sumtotal.host/core/pillarRedirect?relyingParty=LM&url=app%2Fmanagement%2FLMS_ActDetails.aspx%3FActivityId%3D124748%26UserMode%3D0

End of Article

Previous Article (job aid) Enroll in Benefits (Lesson #6)

Next Article (job aid) Update Marital Status (Lesson #8)

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

Set up the Benefits Officer Table

Benefits Checklist 1

BA Setup Checklist for Implementing Campuses

Troubleshooting / FAQ 6

Benefits Frequently Asked Questions (FAQ)
Tuition Fee Waiver Frequently Asked Questions (FAQ)
Benefits Troubleshooting Guide
Benefits Delivered Queries for CHRS
Daily Review and Troubleshooting User Guide (BA)
CHRS Locations for Benefits

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)

CHRS Knowledge Base

Prepare to Finalize Events (Lesson #7)

Benefits Admin (BA)

Recently Updated Articles

Prepare to Finalize Events (Lesson #7)

Heading anchor Login to CSU Learn to access course via link below:

Benefits Admin (BA)

Recently Updated Articles

Login to CSU Learn to access course via link below: