BAS Group ID Field

The BAS Group ID is a delivered field in Oracle/PeopleSoft that identifies which employees will receive an Open Enrollment (OE) event or a special benefits enrollment event.

• It links directly to your campus’s CHRS Benefits Administration schedule for open enrollment or special enrollment.
• When populated, it lets campuses include or exclude specific employee groups (e.g., active vs. inactive, benefit eligible vs. non-eligible).
• You can find the BAS Group ID field in Job Data > Benefits Program Participation page.

BAS Group ID Overview

The BAS Group ID is a PeopleSoft field used to identify which employees should receive an Open Enrollment (OE) or special benefits enrollment event. Using this field reduces processing time by excluding employees who should not receive an OE BAS event.

Examples of employees to exclude:

• Terminated or retired employees
• Students and other non-benefit-eligible employees
• Employees on unpaid leave of absence

Configuration Options

You can include or exclude employees for BAS Group ID assignment based on one or more of the following criteria:

• HR Status: Active or Inactive
• Employee Status: Active, Paid/Unpaid Leave of Absence, Suspended, Short Work Break, Terminated, Retired, etc.
• Benefits Employee Status
• Pay Group
• Benefit Program
• Employee Class
• Eligibility Fields 1–9
• Appointment Duration (AY) – CSU_JOB.CSU_APPT_DUR

CSU BAS Group ID Assignment Process (CSU_BGRP_BTC)

This custom process assigns the BAS Group ID to employees based on the configuration criteria.

• When to run manually (on-demand):
  • Just before creating an OE or special enrollment event
  • Run first in Preview mode to confirm the correct employee population
  • Then run in Final mode to assign the BAS Group ID
• Nightly automation (CSUBASOE):
  • During the OE period (through 12/31 each year), the BAS Group ID Assignment process runs nightly.
  • It updates Job Data rows for new hires, rehires, newly benefits-eligible employees, and transfers.
  • Any OE BAS events that are not needed can be voided by campus Benefits Officers.

When to run:

• Run the morning Open Enrollment begins to populate the BAS Group ID field on Job Data rows for your OE population.

⚠️ Important:

• The CSU BAS Group ID Assignment process has no “undo” feature.
• If needed, you can manually add a BAS Group ID to an employee’s Job Data record. (See: How to Manually Add a BAS Group ID to an Employee’s Benefits Primary Job.)

Special Cases:

• If an employee’s Benefits Primary Job is on unpaid leave (e.g., Department Chairs or interim employees), they cannot access OE in eBenefits.
• In these cases:
  • The employee must complete a paper worksheet.
  • The campus Benefits Office must manually enter and finalize the OE elections using the On Demand Event Maintenance page.

1. Click on the NavBar Icon, then click on Menu > Benefits > Manage Automated Enrollment > Events > CSU BAS Group ID Assignment. The CHR_BA_BAS_Group_ID_RunCtl role is required on your CHRS User Profile in order to access this page.

Navigation

• Click on the NavBar Icon, then click on
  • Menu > Benefits > Manage Automated Enrollment > Events > CSU BAS Group ID Assignment.
• The CHR_BA_BAS_Group_ID_RunCtl role is required on your CHRS User Profile in order to access this page.

• The page CSU BAS GROUP ID Assignment page appears.

1. Select the appropriate open enrollment Schedule ID for your campus/business unit.
2. Select the Preview checkbox.
3. Run the CSU BAS GROUP ID Assignment process in Preview mode first so you can review the Preview Report and confirm that the correct employee population is selected to receive an OE BAS event.
4. Click on the Run button.
5. The page Process Scheduler Request page appears.

1. If able, select PSUNX for Server Name, else leave blank.
2. Select the CSU_BGRP_PRC process.
3. Click on the OK button.
4. You are returned to the CSU BAS GROUP ID Assignment page. Write down the Process Instance number and then click on the Process Monitor link.

• The Process Monitor page appears.

1. Review CSU BAS Group ID Assignment Process
   1. In Process Monitor, locate your process on the Process List.
      • Click Refresh until the Run Status shows Success.
      • ⚠️ If the status is Error, contact your technical support resource before continuing.
   2. Click Details → View Log/Trace → select the BAS Group ID log.
      • Review the Preview Report to confirm which employees qualify for the OE BAS Group ID assignment, based on your campus configuration.
      • Note: A Preview Report may return no employees if no one met the configured criteria.

When to run:

• On the morning Open Enrollment begins, after you have successfully run the CSU BAS Group ID Assignment process in Final mode.
• This is a one-time manual run of the delivered Benefits Administration process (PSPBARUN) to initially create OE BAS events for your employee population.

Important Notes:

• After this initial run, the CSUBASOE nightly jobs will:
  • Assign BAS Group IDs
  • Create OE BAS events for newly eligible employees (new hires, transfers, newly benefit-eligible employees) through 12/31 of the calendar year.
• If you run PSPBARUN manually again after the first time, you must use the Schedule New Participants checkbox on the OE/Snapshot page to ensure only new participants are included.
• Steps to Create the OE BAS Event
  • In CHRS, click the NavBar icon.
  • Navigate to:
  • Menu > Benefits > Manage Automated Enrollment > Events > Run Automated Event Processing
  • (Additional steps will continue from here: entering Run Control ID, selecting Schedule ID, setting parameters, running the process, etc.)

Purpose:

Confirm that OE BAS events were created for your employee population and monitor progress throughout the Open Enrollment period.

Steps:

1. In CHRS, click the NavBar icon.
2. Navigate to:
   1. Menu > Benefits > Manage Automated Enrollment > Review Processing Results > Schedule Summary
3. Review the Schedule Summary page to see how many OE BAS events were created.
4. Continue to review this page daily during Open Enrollment to track and monitor event processing at your campus.

Additional Tip:

• Run the CSU_BAS_SS_Events query to list all employees who have an OE BAS event for your campus/business unit.

When to finalize:

• After you have approved the employee’s supporting documentation.
• At the end of the Open Enrollment period, when all processing is complete.

Steps:

1. Navigate to On Demand Event Maintenance in CHRS.
2. Locate the employee’s OE BAS event.
3. Finalize the event after documentation is approved.

Note:

• For instructions on finalizing all remaining OE BAS events after Open Enrollment ends, refer to the Finalizing Open Enrollment article.

End of Article