CHRS Knowledge Base

Open Enrollment Checklist (FULL-ESS CAMPUS)

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# Task Owner Status
1 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. Campus
2 Create the Balance IDs for the applicable business unit for the next full calendar year.  Campus
3 Create the payroll calendars for the next full calendar year.   Campus
4 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.   Campus
5 Confirm that CMS-Benefits has created/pushed the remaining Open Enrollment configurations, and that SWHR changes have also been applied in CHRS and CSYOU if applicable. Campus
6 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 step-by-step instructions in this document. Campus

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After confirming the BAS GROUP IDassignment, 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. Campus
8 After the BAS GROUP IDis assigned, create the OEBAS event by running the Ben Admin process (PSPBARUN) for your OE Schedule ID. Use step-by-step instructions in this document. Campus
9 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 step-by-step instructions in this document. Campus
10 Verify that CMS-Benefits has scheduled CSUBASOE to start processing at the beginning of the Open Enrollment period through 12/31 of the current calendar year. Campus/ CMS
11 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 and through 12/31 of each calendar year). Campus
12 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. Employees
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The campus Benefits Office processes OE elections/changes if it owns the employee’s Benefits Primary Job.

  • If the campus does not own the Benefits Primary Job, direct the employee to the correct campus to submit their OE elections.

How to identify the Benefits Primary Job campus:

  1. Go to NavBar > Benefits > Maintain Primary Jobs > Maintain Flags.
  2. On the effective-dated row, locate the EMPL_REC that is the employee’s Benefits Primary Job.
  3. Open Job Data to confirm which campus owns the EMPL_REC.
  4. Alternatively, use the Verify Primary Benefits Campus job aid.

Note: Employees cannot access CHRS eBenefits Full Self Service if their Benefits Primary Job campus is a View-Only ESS campus.

Campus
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Use the On Demand Event Maintenance page only for:

  • Processing submitted OE BAS events from paper form enrollment
  • Processing new OE benefit enrollments received after the online Open Enrollment period has ended

Additional guidance

  • See the Appendix in this document if you need to reprocess an OE BAS event
  • Refer to the CHRS Benefits Employee Self Service for Full Service Campuses User Guide for step-by-step daily processing instructions.
Campus
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Use the Finalize Open Enrollment section of this document to complete all remaining OE BAS events once the OE period is over.

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 12/31 each year. 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.

Campus
16 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. Campus

End of Checklist

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