• Process Overview
• Preparing for Open Enrollment - Configurations
• CUSBASOE Scheduled Job Definition

• CMS-Benefits maintains the eBenefits Employee Self Service activity guide definitions and makes activity guide changes at the request of SWHR and the collective campuses and also when there are PUM updates/new functionality added to delivered templates. 
• Activity guides are only used by Full eBenefits campuses. 
• The ENROLLC activity guide is used for Open Enrollment by Full eBenefits campuses. 
• Activity Guides that start with CSU are used for Life Events by Full eBenefits campuses. 
• Activity guides are not used by View-Only eBenefits campuses.

• The Acknowledgement Configuration houses the electronic signature legalese for Full eBenefits Open Enrollment and Life Event transactions. 
• The Acknowledgement Configuration is not used by View-Only eBenefits campuses. 
• The link to the SWHR-owned and maintained the  Disclosures and Privacy Notices page also resides in the Acknowledgement Configuration.

• The  Disclosures and Privacy Notices page is a CS YOU page maintained by SWHR. A link to this page resides in the eSignature Acknowledgement Configuration.

• Each campus requires a unique Benefits Administration Schedule ID for Open Enrollment each year. 
• The Schedule ID must contain an ‘O;’ ‘O’ designates open enrollment and certain custom benefit processes, such as CSUOEREETAS and CSU_BAS_ACTP in CSUBASOE, look for the ‘O’ in the Schedule ID.

• This table defines the BAS GROUP ID value. Each campus requires a unique BAS GROUP ID value in CHRS. 
• This value is used to identify the employee population who will receive an OE BAS event for each campus. 
• The BAS GROUP ID value is then used in the campus Schedule ID definition.

• This table defines the Open Enrollment definition for each campus. 
• It also defines the applicable benefit programs, the activity guide template to use for Full eBenefits campuses, and the online open enrollment period for Full eBenefits campuses.
• Each campus requires an Open Enrollment definition. 
• The Open Enrollment Definition is then used in the campus Schedule ID definition.

• CMS-Benefits maintains the eligibility rule definitions and makes changes as needed per system design and also at the request of SWHR, the collective campuses and as analysis dictates.

• CMS-Benefits maintains the event rule definitions and makes changes as needed per the system design and also at the request of SWHR, the collective campuses and as analysis dictates.

• Calendar Year Balance ID rows for the next full calendar year must be created for the CSUID Balance ID for the Open Enrollment process.

• Calendar Year Balance ID rows for the next full calendar year for each campus’ business unit must be created by each campus for the Open Enrollment process. 
• This must occur before the calendar year payroll calendars are created.
• For more information, see: Create Balance IDs

• Campus pay calendars for the next full calendar year must be created by each campus for the Open Enrollment process.
• Link to job aid Create Pay Calendars: Create Pay Calendars

• CMS-Benefits maintains the plan type definitions and makes changes as needed per the system design and also at the request of SWHR and as analysis dictates.

• CMS-Benefits maintains the benefit plan definitions and makes changes as needed per the system design and also at the request of SWHR and as analysis dictates.

• CMS-Benefits maintains the benefit plan attribute definitions and makes changes as needed per the system design and also at the request of SWHR and as analysis dictates.

• CMS-Benefits maintains the Benefit Program definitions and makes changes as needed per the system design and also at the request of SWHR and as analysis dictates.
• Override benefit programs require updating as part of the OE configuration by cloning the current override row and inserting a new override effective dated row if the following changes occur; there are changes to the FSA Max, benefit plans, eligibility rules, plan types, rate codes, deduction codes, event rules, dependent rules and/or calculation rules.
• Note the following Benefit Program configuration requirement for Plan Types 60 and 61, the OPTION CODE for the WAIVE OPTION type for must equal ‘1’ and the OPTION CODE cannot equal ‘1’ for a Benefit plan OPTION type in order for the system to require a permitting event code for certain enrollments and de-enrollments for Plan Types 60 and 61. Use this configuration methodology when adding FSA Plan Types 60 and/or 61 to any benefit program.

• CMS-Benefits maintains the vendor/provider definitions and makes changes as needed per the system design and also at the request of SWHR and as analysis dictates.

• CMS-Benefits maintains the vendor/benefit plan URL definitions that appear in View-Only and in Full eBenefits Self Service and makes changes as needed per the system design and also at the request of SWHR.

• CMS-Benefits maintains the benefit rates definitions and makes changes as needed per the system design and also at the request of SWHR and as analysis dictates.

• CMS-Benefits maintains the zip code definitions and makes changes as needed per the system design and also at the request of SWHR and as analysis dictates.

• CMS maintain the Oracle/PeopleSoft Deduction Code table. HCRA/DCRA require new deduction codes annually. 
• New benefit plans require new deduction codes.

• CMS-Benefits maintains the FSA Benefits Table definitions and makes changes as needed per the system design and also at the request of SWHR and as analysis dictates.

• Campuses configure this table to define the employee population that will receive an OE BAS event for their campus/business unit(s), using the BAS GROUP ID value created by CMS- Benefits for the applicable open enrollment. 
• This custom table uses row-level security.
• Configurations in this table are used by the custom CSU_BGRP_BTC process, which runs in the seasonal CSUBASOE scheduled job set.

• CMS-Benefits maintains the CSU Delete Activity Guide Evnt definitions and makes changes each year to support open enrollment. 
• Configurations in this table are used by the custom CSU_BAS_ACTP process, which deletes activity guides when certain criteria is met and runs in the seasonal CSUBASOE scheduled job set.

• CMS-Benefits maintains the CSU Delete Activity Guide Config definitions and makes changes each year to support open enrollment. 
• Configurations in this table are used by the custom CSU_BAS_ACTP process, which deletes activity guides when certain criteria is met and runs in the seasonal CSUBASOE scheduled job set.

• CMS-Benefits maintains the CSU BAS Recurring Run Controls definitions and makes changes each year to support open enrollment, as each year a new OE Schedule is created for each CHRS campus. 
• These configurations are made in conjunction with Tech Services as Tech Services then configures the CSUBASOE scheduled job definition for each CHRS campus when the campus implements onto CHRS at the request of CMS-Benefits.

• CMS-Benefits maintains the Maintain Text Catalog definitions and makes changes each year to support open enrollment at the request of SWHR and the collective campuses.

• CMS-Benefits maintains the Benefits Statement Options table and makes changes each year to support Open Enrollment Benefit Confirmation Statements and the Enrollment Preview Statement. 
• Note that the Enrollment Preview Statement is only configured for use with open enrollment and is only available for Full Benefits ESS campuses.

• CMS-Benefits maintains the online confirmation statement BI template definitions and makes changes each year to support open enrollment at the request of SWHR and the collective campuses.
•  BI templates currently in use for online confirmation statements are: 
  • BENCFSTMT and BENCFSTMTVW.
• > Create BIP Report Definitions.

• CMS-Benefits maintains the enrollment preview statement BI template and makes changes each year to support open enrollment at the request of SWHR and the collective campuses. 
• The Enrollment Preview Statement is only available for Full Benefits ESS campuses and is only configured for use with open enrollment.
• The Enrollment Preview Statement BI template currently used is BENERSTMTVW.
• Create BIP Report Definitions.

• CMS-Benefits maintains the BI template and query definitions for the CHRS HCRA/DCRA Enrollment Form and makes changes at the request of SWHR.
• The HCRA/DCRA Enrollment Form BI template currently used is CSU_BN_FSA.
• Create BIP Report Definitions

Business Unit Transfers during Open Enrollment

Full ESS Campuses: Open Enrollment
How to Manually add a BAS Group ID to an Employee's Benefits Primary Job