Finalizing Open Enrollment – All Campuses

• Each campus must finalize remaining OE BAS events by running PSPBARUN (the delivered Benefits Administration process).
• When running PSPBARUN, select the Finalize/Apply Default checkbox for the applicable OE Schedule ID.
• You do not need to wait until the next calendar year. It is recommended to finalize in late October or early November after Open Enrollment processing is complete.

About CSUBASOE:

• The CSUBASOE nightly job schedule is active during Open Enrollment and through 12/31 each year.
  • Inactive at all other times during the year.
  • Example: If OE runs 9/20/21–10/15/21, CSUBASOE remains active from 9/20/21 through 12/31/21.
• CSUBASOE assigns BAS Group IDs and creates OE events for new hires, transfers, and newly eligible employees.
• You can run PSPBARUN to finalize while CSUBASOE is still active.

After OE ends:

• Use On Demand Event Maintenance to manually process and finalize individual OE events that occur after the enrollment period closes.

1. Click on the NavBar Icon > Menu > Benefits > Manage Automated Enrollment > Events > Run Automated Event Processing.
2. If you have a run control ID for this process, enter the Run Control ID on the Find an Existing Value page and then click the Search button.
3. If you do not have a run control ID, click on the Add a New Value tab, enter your initials in the Run Control ID field, and then click on the Add button.

• The Schedule and Chkpt Restart page appears.

1. Enter your open enrollment Schedule ID.
2. Select Open Enrollment for the Process Mode field.
3. Enter .50 for Chk Point Interval in Minutes.
4. Select the Record Eligibility Results checkbox.
5. Click on the OE/Snapshot tab.

1. Select the Finalize/Apply Defaults checkbox.
   • Do not select the Schedule New Participants checkbox when you are finalizing OE.
2. Click on the Run button in the top right hand corner.
3. The Process Scheduler Request page appears.

1. Enter PSUNX in Server Name or keep the field blank.
2. Locate and select the job with the process name PSPBARUN.
3. Click on the OK button.

• The Run Control page appears, along with a Process Instance number. The Process Instance number is the job number assigned by the system. Make note of this number in case needed later.

1. Click on the Process Monitor link in the top right hand corner to monitor the process.

1. On the Process List page, locate the PSPBARUN link.
2. Confirm the job completes successfully.
3. When processing finishes, click Return and review the job log for any issues.
4. Verify that OE BAS events for the schedule ID now show:
   • Event Status: Closed
   • Process Status: Finalized Enrolled or Finalized Prep None
   • To confirm, go to NavBar > Benefits > Manage Automated Enrollment > Review Processing Results > Schedule Summary.
5. Manually resolve or finalize any OE BAS events that are not closed.

Additional Checks

1. PSPBARUN does not finalize disconnected BAS events.
   • If a BAS event is disconnected, void the event.
2. Run the Report on Flagged Items to identify events requiring reprocessing (address/job changes or out of sequence events).
   • Navigation: NavBar > Benefits > Manage Automated Enrollment > Investigate Exceptions > Report on Flagged Items
3. Run the Invalid Elections Report to check for processing messages that require resolution.
   • Navigation: NavBar > Benefits > Manage Automated Enrollment > Investigate Exceptions > Invalid Elections Rpt

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