CHRS Knowledge Base

CHRS Locations for Benefits

Updated on

Benefits Administration

CHRS Locations for Benefits

Overview

This job aid is a navigation aid for CHRS locations used by Benefits staff and CHRS support staff. You can use it to recreate your Favorites.

Locations

Page Location Notes
Affidavit of Parent Child Relationship form Benefits > Employee/Dependent Information > Update Dependent/Beneficiary > CSU Dependent Print the form if filled out and signed. 
Assign to Benefit Program Benefits > Enroll In Benefits > Assign to Benefit Program Correct/update ben
programs here only if cannot resolve via Ben Admin reprocessing
ACA Employee Eligibility Benefits > Employee/Dependent Information > ACA Employee Eligibility Make EE ACA ben eligible based on hrs - refer to job aid
Administer Extended
Absence
Global Payroll & Absence Mgmt > Payee Data > Maintain Absences > Administer Extended
Absence
Not currently used in CHRS
Administrative Contacts Set Up HCM > Product Related > Base Benefits > Plans and Providers > Administrative Contacts A configuration page centrally managed by CMS
Approve Absence Requests Global Payroll & Absence Mgmt > Payee Data > Maintain Absences > Approve Absence Requests Not currently used in CHRS
Audit Report Benefits > Administer COBRA Benefits > Review Processing Results > Audit Report Run and review the delivered COBRA audit report if your campus uses CHRS delivered COBRA
Automate Permitting Event Adds Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > Automate Permitting Event Adds A configuration page centrally managed by CMS
BAS Group ID Elig Config Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > BAS Group ID Elig Config
A campus managed configuration page for use with annual OE processing
Base Benefit Consistency Audit Benefits > Reports > Audits > Base Benefit Consistency Audit BEN733 – no change to NAV. Runs for all
campuses.
Benefit Clone Utility Set Up HCM > Product Related > Base Benefits > Benefit Clone Utility A configuration page centrally managed by CMS
Benefit Plan Table Set Up HCM > Product Related > Base Benefits > Plan Reports > Benefit Plan Table A delivered report listing all benefit plans in CHRS
Benefit Plan Table Set Up HCM > Product Related > Base Benefits > Plans and Providers > Benefit Plan Table A configuration page centrally managed by CMS
Benefit Program Table Set Up HCM > Product Related > Base Benefits > Program Structure > Benefit Program Table A configuration page centrally managed by CMS
Benefit Program/Plan/Options Set Up HCM > Product Related > Automated Benefits > Reports > Benefit Program/Plan/Options A configuration page centrally managed by CMS
Page Location Notes
Benefit Rate Table Set Up HCM > Product Related > Base Benefits > Rate/Rule Report > Benefit Rate Table A configuration page centrally managed by CMS
Benefits Personal Data Benefits > Employee/Dependent Information > Benefits Personal Data No change to NAV
Benefits Rates Set Up HCM > Product Related > Base Benefits > Rates and Rules > Benefits Rates A configuration page centrally managed by CMS
Benefits Rates Type Set Up HCM > Product Related > Base Benefits > Rates and Rules > Benefits Rates Type CA configuration page centrally managed by CMS
Benefits Statement Options Set Up HCM > Product Related > Base Benefits > Benefits Statement Options A configuration page centrally managed by CMS
Calculation Rules Table Set Up HCM > Product Related > Base Benefits > Rates and Rules > Calculation Rules Table A configuration page centrally managed by CMS
CalPERSID Benefits > Employee/Dependent Information > CalPERSID View/add employee and dependent CalPERS IDs
COBRA Error Report Benefits > Administer COBRA Benefits > Review Processing Results > Error Report Run and review the delivered COBRA audit report if your campus uses CHRS delivered COBRA
Configure Acknowledgements Set Up HCM > Common Definitions > Acknowledgements > Configure Acknowledgements A configuration page centrally managed by CMS
Configure Text Catalog Set Up HCM > Common Definitions > Text Catalog and Notepad > Configure Text Catalog A configuration page centrally managed by CMS
Court Ordered Coverage Audit Benefits > Reports > Audits > Court Ordered Coverage Audit Prints for all campuses and lists employee dependents with Qualified Medical Child Support Orders
Coverage Formula Table Set Up HCM > Product Related > Base Benefits > Rates and Rules > Coverage Formula Table A configuration page centrally managed by CMS
Create Initial Letter Benefits > Administer COBRA Benefits > Manage Automated Participation > Create Initial Letter Run the delivered COBRA initial letter if your campus uses CHRS delivered COBRA
Create Secondary Letter Benefits > Administer COBRA Benefits > Manage Automated Participation > Create Secondary Letter Run the delivered COBRA secondary letter if your campus uses CHRS delivered COBRA
CSU Benefits Agency Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > CSU Benefits Agency A configuration page centrally managed by CMS
CSU Benefits Officer Info Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > CSU Benefits Officer Info A configuration page managed by each campus to record the Health Benefits Officer (HBO) name and contact information to print on benefit enrollment forms
CSU Benefits Rate Load Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > CSU Benefits Rate Load A configuration page centrally managed by CMS
CSU Benefits Summary Benefits > Review Employee Benefits > CSU Benefits Summary View a summary of the employee's benefit coverage history
CSU Benefits Termination Rpt Benefits > Reports > CSU Benefits Reports > CSU Benefits Termination Rpt A report that lists employees whose benefit plans terminated during the specified time period. This report excludes employees in CSU jobs that are not benefit eligible and ACA jobs that are only eligible for medical
CSU Dental Form Benefits > Reports > CSU Benefits Forms > CSU Dental Form Print the SCO Form 692 for employees in batch for a given date range
Page Location Notes
CSU Dependent Benefits > Employee/Dependent Information > Update Dependent/Beneficiary > CSU Dependent Edit and print an employee-signed Affidavit of Parent- Child relationship form and/or Domestic Partner Dependent
Certification form
CSU Dependent Verification Benefits > Employee/Dependent Information > CSU Dependent Verification Record a dependent verification and generate the Dependent Re- Verification Affidavit form
CSU Dependent Verification History Benefits > Employee/Dependent Information > CSU Dependent Verification History View a completed dependent verification and generate Print Dependent Re- Verification Affidavit form
CSU Employee Job Summary Benefits > Review Employee Benefits > CSU Employee Job Summary View job data for CHRS campuses that share employees with your campus
CSU FERP Vision Deduction Benefits > Interface with Providers > CSU FERP Vision Deduction Process the annual FERP Vision Deduction for FERPs
CSU Flex Cash Batch Benefits > Reports > CSU Benefits Forms > CSU Flex Cash Batch Print the SCO Flex Cash Enrollment form in batch for a specified date range
CSU Hlth Perm Evnt - Health Benefits > Enroll in Benefits > Health Benefits > CSU Hlth Perm Evnt Base Benefits permitting event code/dates
CSU FSA Perm Evnt –
HCRA/DCRA
Benefits > Enroll in Benefits > Spending Accounts > CSU FSA Perm Evnt Print the SCO HCRA/DCRA Enrollment form in batch for a specified date range
CSU Perm Evt – On Demand Event Maintenance Benefits > Manage Automated Enrollment > Events > On-Demand Event Maintenance > CSU Perm Evt Enter permitting event code, permitting event date and HBO received date for Medical, Dental , Flex Cash and HCRA/DCRA enrollments and changes.
CSU Installation Set Up HCM > CSU Product Related Setup > CSU General Setup > CSU General Setup > CSU
Installation
A configuration page centrally managed by CMS
CSU Job Change Prior to Ben Admin Benefits > Reports > CSU Benefits Reports > CSU Job Change Prior to Ben Admin A new report listing newly entered Job Data rows with effective date prior to the CHRS Ben Admin Start Date
CSU Medical Form Batch Benefits > Reports > CSU Benefits Forms > CSU Medical Form Batch Print the HBD-12 Enrollment form in batch for a specified date range
CSU On Demand Pre- Processing Benefits >Manage Automated Enrollment > Events > CSU On Demand Pre-Processing Use to resolve Refresh Base Benefits Snapshot errors. Refer to job aid
CSU On Demand Printing Benefits > Manage Automated Enrollment > Events > On-Demand Event Maintenance > CSU On
Demand Printing
Print benefit enrollment forms for employees, such as HDB-12, SCO Form 692, SCO Flex Cash and SCO HCRA/DCRA Enrollment form
CSU Permitting Event Code Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > CSU Permitting Event Code A configuration page centrally managed by CMS
CSU PSR Server Setup Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > CSU PSR Server Setup A configuration page centrally managed by CMS
CSU PSR XREF Table Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > CSU PSR XREF Table A configuration page centrally managed by CMS
Page Location Notes
CSU Retiree Dental Enrollment Benefits > Administer Base Benefits > Enroll in Benefits > CSU Retiree Dental Enrollment Enroll retirees into Retiree Dental and generate SCO Form 692R
CSU Snapshot Unique Constraint for Delta Dental Interface Benefits > Reports > CSU Benefits Reports > CSU Snapshot Unique Constraint New for 9.2 – identifies employee records causing BEN100A errors. Previously used SQL to determine error records. See job aid to resolve errors.
CSU Zip Code Load Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > CSU Zip Code Load A configuration page centrally managed by CMS
Current Benefits Summary Benefits > Review Employee Benefits > Current Benefits Summary The delivered Benefits Summary page. Use CSU Benefits Summary page instead
Delta Dental ASCII Crosswalk Setup Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > Delta Dental ASCII Crosswalk Setup A configuration page centrally managed by CMS
Dental Dental Interface Benefits > Interface with Providers > Create HIPAA EDI 834 File Generate the Delta Dental interface file
Delta Dental Setup Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > Delta Dental Setup A configuration page centrally managed by CMS
Dep/Beneficiary Election Rpt Benefits > Manage Automated Enrollment > Participant Enrollment > Dep/Beneficiary Election Rpt A delivered report listing dependent/beneficiary elections
Dependent Information Workforce Administration > Personal Information > Personal Relationships > Dependent Information View employee dependents
Dependent Relationships Table Set Up HCM > Product Related > Base Benefits > Dependent Relationships Table A configuration page centrally managed by CMS
Dependent Rules Table Set Up HCM > Product Related > Base Benefits > Rates and Rules > Dependent Rules Table A configuration page centrally managed by CMS
Disability Benefits Benefits > Enroll In Benefits > Disability Benefits See disability enrollments
Disability Plan Set Up HCM > Product Related > Base Benefits > Plan Reports > Disability Plan A configuration page centrally managed by CMS
Disability Plan Table Set Up HCM > Product Related > Base Benefits > Plan Attributes > Disability Plan Table A configuration page centrally managed by CMS
Division Crosswalk Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > Division Crosswalk A configuration page centrally managed by CMS
Domestic Partner Dependent Certification form Benefits > Employee/Dependent Information > Update Dependent/Beneficiary > CSU Dependent Edit and print an employee-signed Affidavit of Parent- Child relationship form and/or Domestic Partner Dependent Certification form
EDI Trading Partners Set Up HCM > Product Related > Base Benefits > EDI Trading Partners A configuration page centrally managed by CMS
Eligibility Rules Set Up HCM > Product Related > Automated Benefits > Reports > Eligibility Rules A configuration page centrally managed by CMS
Eligibility Rules Table Set Up HCM > Product Related > Automated Benefits > Eligibility and Event Rules > Eligibility Rules Table A configuration page centrally managed by CMS
Page Location Notes
Eligible Participants Rpt Benefits > Manage Automated Enrollment > Investigate Exceptions > Eligible Participants Rpt A delivered reporting listing eligible particpants
Employee Event Detail Benefits > Manage Automated Enrollment > Review Processing Results > Employee Event Detail View Benefits Administration processing results for a BAS event
Employee Process Status Rpt Benefits > Manage Automated Enrollment > Investigate Exceptions > Employee Process Status Rpt The delivered Employee Process status Report. Do not use this report. Instead, run the CSU Employee Process Status report from the CSU Benefits Administrator Tile > Reports
Enrollment Snapshot
Options
Set Up HCM > Product Related > Base Benefits > Enrollment Snapshot Options A configuration page centrally managed by CMS
Event Category Set Up HCM > Product Related > eBenefits > Life Event > Event Category A configuration page centrally managed by CMS
Event Class Table Set Up HCM > Product Related > Automated Benefits > Eligibility and Event Rules > Event Class Table A configuration page centrally managed by CMS
Event Rules Set Up HCM > Product Related > Automated Benefits > Reports > Event Rules A configuration page centrally managed by CMS
Event Rules Set Up HCM > Product Related > Base Benefits > COBRA > Event Rules A configuration page centrally managed by CMS
Event Summary Report Benefits > Administer COBRA Benefits > Review Processing Results > Event Summary Report Run and review the delivered COBRA report if your campus uses CHRS delivered COBRA
FMLA Plan Table Set Up HCM > Product Related > Base Benefits > FMLA > FMLA Plan Table A configuration page centrally managed by CMS
FSA Table Set Up HCM > Product Related > Base Benefits > Plan Attributes > FSA Table A configuration page centrally managed by CMS
FTP Setup CSU Tech Mods> FTP> FTP Setup A configuration page centrally managed by CMS
FTP Utility CSU Tech Mods> FTP> FTP Utility A configuration page centrally managed by CMS
Geographic Locn Elig Table Set Up HCM > Product Related > Automated Benefits > Eligibility and Event Rules > Geographic Locn Elig Table A configuration page centrally managed by CMS
Group Identification Table Set Up HCM > Product Related > Automated Benefits > Processing Controls > Group
Identification Table
A configuration page centrally managed by CMS
Health Benefits Benefits > Enroll In Benefits > Health Benefits See medical, dental, medical and dental Flex Cash enrollments
Health Coverage Codes Set Up HCM > Product Related > Base Benefits > Plan Attributes > Health Coverage Codes A configuration page centrally managed by CMS
Health Plan Participants Benefits > Reports > Participation > Health Plan Participants A delivered report listing health plan participants
Health Plan Table Set Up HCM > Product Related > Base Benefits > Plan Attributes > Health Plan Table A configuration page centrally managed by CMS
Page Location Notes
Ineligible Participants Rpt Benefits > Manage Automated Enrollment > Investigate Exceptions > Ineligible Participants Rpt A delivered report listing ineligible dependents enrolled in benefit plans
Invalid Elections Rpt Benefits > Manage Automated Enrollment > Investigate Exceptions > Invalid Elections Rpt A delivered report listing Ben Admin issues and errors
Life and AD/D Benefits Benefits > Enroll In Benefits > Life and AD/D Benefits See Life and AD/D enrollments
Life and AD/D Coverage
Groups
Set Up HCM > Product Related > Base Benefits > Plan Attributes > Life and AD/D Coverage
Groups
A configuration page centrally managed by CMS
Life and AD/D Plan Table Set Up HCM > Product Related > Base Benefits > Plan Attributes > Life and AD/D Plan Table A configuration page centrally managed by CMS
Life and AD/D Plan Table Set Up HCM > Product Related > Base Benefits > Plan Reports > Life and AD/D Plan Table A configuration page centrally managed by CMS
Life Event Rules Set Up HCM > Product Related > eBenefits > Life Event > Life Event Rules A configuration page centrally managed by CMS
Life Insurance Participants Benefits > Reports > Participation > Life Insurance Participants A delivered report listing life and AD/D plan participants
Maintain Flags-Benefits
Primary Job
Benefits > Maintain Primary Jobs > Maintain Flags View Benefits Primary
Job
Maintain Text Catalog Set Up HCM > Product Related > eBenefits > Life Event > Maintain Text Catalog A configuration page centrally managed by CMS
Manage Benefit Instance Benefits > Manage Benefit Instance Delete Employee Self Service Life Event and Open Enrollment activity guides
Missing Elections Rpt Benefits > Manage Automated Enrollment > Investigate Exceptions > Missing Elections Rpt A delivered report listing Ben Admin issues and errors
Multiple Jobs Options Set Up HCM > Product Related > Base Benefits > Multiple Jobs Options A configuration page centrally managed by CMS
On-Demand Event
Maintenance
Benefits > Manage Automated Enrollment > Events > On-Demand Event Maintenance Enter elections and manually process non-ESS (Employee Self Service) BAS events for employees
Online Printing Set Up HCM > Product Related > Automated Benefits > Processing Controls > Online Printing A configuration page centrally managed by CMS
Open Enrollment Definition Set Up HCM > Product Related > Automated Benefits > Processing Controls > Open Enrollment Definition A configuration page centrally managed by CMS
Partner ID to Company
Mapping
Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > Partner ID to Company
Mapping
A configuration page centrally managed by CMS
Page Location Notes
Review Eligibility Results Benefits > Manage Automated Enrollment > Investigate Exceptions > Review Eligibility Results Use with “Record Eligibility Results” checkbox and PSBARUN to troubleshoot benefits eligibility issues
Review Employee Statements CSU Benefits Administrator Tile > Review Employee Benefits > Review Employee Statements Review OE confirmation statements and OE Election Preview Statements for employees
Review Event Summary Benefits > Administer COBRA Benefits > Review Processing Results > Review Event Summary Part of delivered CHRS COBRA module
Review HR/Job/Payroll Data Benefits > Employee/Dependent Information > Review HR/Job/Payroll Data Review summary HR/Job/Payroll data for employees
Review Processing Messages Benefits > Administer COBRA Benefits > Review Processing Results > Review Processing Messages Review delivered COBRA module processing messages
Review Snapshot
Information
Benefits > Interface with Providers > Review Snapshot Information View the results of the last Refresh Benefits Snapshot process
Run Automated Event Processing Benefits > Manage Automated Enrollment > Events > Run Automated Event Processing To run various Benefits Administration jobs on-demand
Schedule Summary Benefits > Manage Automated Enrollment > Review Processing Results > Schedule Summary Shows overview of Ben Admin Processing results by Ben Admin Schedule ID
Schedule Table Set Up HCM > Product Related > Automated Benefits > Processing Controls > Schedule Table A configuration page centrally managed by CMS
Schedules Set Up HCM > Product Related > Automated Benefits > Reports > Schedules A configuration page centrally managed by CMS
Snapshot Definition Set Up HCM > Product Related > Automated Benefits > Processing Controls > Snapshot Definition A configuration page centrally managed by CMS
Spending Accounts Benefits > Enroll In Benefits > Spending Accounts See HCRA/DCRA enrollments
Status Report Benefits > Track FMLA (Family Medical Lv) > Status Report A delivered report in the FMLA module
Template Set Up HCM > Product Related > eBenefits > Life Event > Template A configuration page centrally managed by CMS
Translate Values PeopleTools > Utilities > Administration > Translate Values A configuration page centrally managed by CMS
Update Dependent/Beneficiary Benefits > Employee/Dependent Information > Update Dependent/Beneficiary Add/update employee dependents
Update Event Status Benefits > Administer COBRA Benefits > Manage Automated Participation > Update Event Status Update COBRA events for processing and reprocessing
Update Event Status Benefits > Manage Automated Enrollment > Events > Update Event Status Update BAS events for processing and reprocessing
Update Processing Controls
Benefits > Manage Automated Enrollment > Events > Update Processing Controls
Update BAS events for processing and reprocessing

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