Six weeks to a month before the Open Enrollment exercise begins ask employees to clean up their demographic data, i.e., home and mailing addresses in CHRS.
Create the Balance IDs for the applicable business unit for the next full calendar year. See: Create Balance IDs.
Create the payroll calendars for the next full calendar year. See: Create Pay Calendars.
Determine what employees should be part of the open enrollment exercise and then create the CSU BAS GROUP ID Assignment configuration for your campus to identify said population.
The morning Open Enrollment starts, run the CSU BAS GROUP ID Assignment process in Preview mode and confirm using the Preview Report the BAS GROUP ID is assigned to the applicable OE population at your campus based on your CSU BAS GROUP ID Assignment configurations. See Populate the CSU BAS GROUP ID Assignment
After confirming the BAS GROUP ID assignment, run the CSU BAS GROUP ID Assignment process in final mode (i.e., uncheck the Preview checkbox). See step-by- step instructions in this document. See Populate the CSU BAS GROUP ID Assignment
After the BAS GROUP ID is assigned, create the OE BAS event by running the Ben Admin process (PSPBARUN) for your OE Schedule ID. Use step-by-step instructions in this document: Create OE BAS Event After Finalization and CSUBASOE is Inactivated.
Go to Schedule Summary and review the OE BAS events created and already finalized (set to Finalize-Prep None) by the PSPBARUN process. Review the Schedule Summary page daily throughout the open enrollment period to monitor the progress of the open enrollment exercise at your campus. See Schedule Summary
Verify that CMS-Benefits has scheduled CSUBASOE to start processing at the beginning of the Open Enrollment period through or during the OE period (Example OE period is 9/15/25 to 10/10/25.) See Daily Review CSUBASOE logs.
Review all CSUBASOE process logs each day and resolve any issues if listed. (CSUBASOE jobs run nightly before CSUBASDL jobs during the open enrollment period through or during the OE period (Example OE period is 9/15/25 to 10/10/25.)
Employees at Full eBenefits self-services campuses log onto CHRS eBenefits Full Self Service to enter and submit their open enrollment elections/changes to the campus Benefits Office.
See: Finalizing Open Enrollment
- Events in RE (Re-enter) status will be finalized as Enrolled when you run this process
- Notes: The CSUBASOE job set continues to run nightly through or during the OE period (Example OE period is 9/15/25 to 10/10/25.) It assigns BAS Group IDs and creates OE BAS events for new hires, transfers, and newly benefits-eligible employees.
- At Full eBenefits ESS campuses, any new OE benefit enrollments received after the online period ends must be processed manually in On Demand Event Maintenance.
Run the CSU Delete Activity Guide process ac-hoc after OE ends to identify OE activity guides that you must manually delete on the Benefits . Manage Benefits Instances page. See Delete an Activity Guide.
End of Checklist
You are done. Great job!
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