Checklist - View Only Campuses (OE)

Updated on Sep 08, 2025

#	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. See section 3.0 in this document for the link to the instructions.	Campus
3	Create the payroll calendars for the next full calendar year. See section 3.0 in this document for the link to the instructions.	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. See section 5.2 for step-by-step configuration instructions.	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 that 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
7	After confirming the BAS GROUP ID assignment in Preview mode, 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 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.	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 or during the OE period (Example OE period is 9/15/25 to 10/10/25.)	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 or during the OE period (Example OE period is 9/15/25 to 10/10/25.)of each calendar year).	Campus
12	Employees at View-Only eBenefits campuses use paper forms to submit their open enrollment elections/changes to the campus Benefits Office.	Employees
13	The campus Benefits Office processes open enrollment elections/ changes for employees if the campus owns the employee’s Benefits Primary Job. If the campus is not the employee’s Benefits Primary Job owner, the campus advises the employee where to submit their open enrollment elections. To determine the campus that is the employee’s Benefits Primary Job: click on the NavBar Icon , then click on Menu > Benefits > Maintain Primary Jobs > Maintain Flags, position on the applicable effective-dated row, and determine the EMPL_REC that is the employee’s Benefits Primary Job. Then go to Job Data to determine the campus that owns the applicable EMPL_REC. You can also use the Verify Primary Benefits Campus job aid.	Campus
14	The campus Benefits Office at View-Only eBenefits campuses uses the On Demand Event Maintenance to manually process all submitted OE BAS events. Enter and finalize OE enrollments in one sitting after you have signed off on the employee’s supporting documentation. Run the CSU_BAS_SS_Events query daily to manage outstanding OE BAS events. Review the CSUBASOE process logs daily to review processed items and to ensure there are no processing errors. Resolve processing errors if found. Run and review and resolve issues on the daily Ben Admin reports listed in this document for your OE Schedule ID. Refer to the Reports to Run During Open Enrollment Use the Review Processing Message page to review for BAS processing errors. Resolve BAS processing errors if found. Refer to the Appendix in this document if you need to reprocess an OE BAS event.	Campus
15	Refer to the Finalize Open Enrollment section in this document when your campus is ready to finalize all remaining open OE BAS events after the open enrollment period is over. **Note that the CSUBASOE job set runs nightly through or during the OE period (Example OE period is 9/15/25 to 10/10/25.) to facilitate BAS GROUP ID assignment and the OE BAS event creation for new hires and newly benefits- eligible employees.	Campus

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