Create OE BAS Event After Finalization

Updated on Aug 22, 2025

Revision Date	Revised By	Summary of Revisions	Section(s) Revised
06/12/25	Sande Meith	Original User Guide updated for formatting and security roles, previous updates on original document	Throughout document
08/21/25	Training	Separated original user guide into separate KB Articles, updates will now be documented in KB platform.

Table of Contents
Create OE BAS Event After Finalization Populate the CSU BAS GROUP ID Assignment Create OE BAS Event Verify and Finalize the OE BAS Event

Create an OE BAS Event After Finalization

You can create an OE BAS event for an employee after the Open Enrollment schedule has been finalized and CSUBASOE has been inactivated.

When to use this process:

Employee has a retroactive hire date
Employee has a retroactive transfer
Employee becomes benefits-eligible retroactively

Important notes:

For Full eBenefits ESS campuses, employees cannot enter elections in eBenefits after CSUBASOE is inactivated.
In these cases, the campus Benefits Officer must manually enter and finalize the employee’s OE BAS event elections using On Demand Event Maintenance.

Populate the CSU BAS GROUP ID Assignment

Run the CSU BAS Group ID Assignment process on-demand to populate the BAS Group ID field on the Job Data rows for your Open Enrollment population.
Navigation:
- NavBar > Benefits > Manage Automated Enrollment > Events > CSU BAS Group ID Assignment

The page CSU BAS GROUP ID Assignment page appears.

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

If able, select PSUNX for Server Name, or leave blank.
Select the CSU_BGRP_PRC process.
Click on the OK button.
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.

Review the Process Results

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 proceeding.
Click Details > View Log/Trace > BAS Group ID log.
- Review the Preview Report to see which employees qualify for the BAS Group ID assignment based on your campus configuration.
- Note: A Preview Report may return no employees if no one met the criteria.

Preview Report Example

Run in Final Mode

Rerun the CSU BAS Group ID Assignment process in Final mode (deselect the Preview checkbox).
Confirm the process completes with a Run Status of Success.
Verify that the BAS Group ID is assigned to the intended Open Enrollment population.

Create OE BAS Event

After the BAS Group ID field has been populated for your Open Enrollment population, run the PSPBARUN process to create the OE BAS events.
Navigation:
- NavBar > Benefits > Manage Automated Enrollment > Events > Run Automated Event Processing

Run Automated Event Processing.

If you already have a Run Control ID:
- On the Find an Existing Value page, enter your Run Control ID.
- Click Search.
If you do not have a Run Control ID:
- Select the Add a New Value tab.
- Enter your initials (or another unique value) in the Run Control ID field.
- Click Add.

The Schedule and Chkpt Restart page appears.

Enter your open enrollment Schedule ID.
Select Open Enrollment for the Process Mode field.
Enter .50 for Chk Point Interval in Minutes.
Select the Record Eligibility Results checkbox.
Click on the Participant List tab.

Select the Process from Participant List checkbox.
Enter the EMPLID in the Schedule Only Employee(s) section. Click on the to add additional EMPLIDs.
Click on the OE/Snapshot tab.

Select the Schedule New Participants checkbox.
- Do not select the Finalize/Apply Defaults checkbox when you are scheduling new participants for an OE BAS event.
Click on the Run button in the top right hand corner.
The Process Scheduler Request page appears.

Enter PSUNX in Server Name or keep the field blank.
Locate and select the job with the process name PSPBARUN.
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.

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

Verify and Finalize the OE BAS Event

In Process Monitor, locate the PSPBARUN link on the Process List page.
Confirm the job completes with a Run Status of Success.
When processing finishes, click Return and review the job log for any errors.
Confirm the employee now has an OE BAS event:
- Go to NavBar > Benefits > Manage Automated Enrollment > Events > On Demand Event Maintenance.

Important:

If the OE BAS event is created after Open Enrollment is finalized or after CSUBASOE is inactivated at a Full eBenefits ESS campus, the employee cannot submit elections through ESS.
In this case, the Benefits Officer must manually enter and finalize the employee’s OE BAS event elections in On Demand Event Maintenance.

Open Enrollment Articles
Business Unit Transfers during Open Enrollment Configure BAS Group ID Baseline Queries to Run: Open Enrollment Create OE BAS Event After Finalization Events Finalizing Open Enrollment	Full ESS Campuses: Open Enrollment How to Manually add a BAS Group ID to an Employee's Benefits Primary Job Reports to Run: Open Enrollment Reprocessing OE Individual and BAS Events View Only Campuses: Open Enrollment Void OE BAS Events and Create New

End of Article

0 Comments

Add your comment

Previous Article (job aid) Baseline Queries to Run: Open Enrollment

Next Article (job aid) Events

CHRS Knowledge Base