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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