Overview
This job aid shows Benefits Officers how to review daily CSUBASDL logs and campus-specific CSUBAS logs.
Background
Benefits Officer must review the following items daily.
CSUBASDL logs
Job Aid: Run CSUBASDL
This process evaluates employees’ eligibility for benefits, finalizes HIR and TER BAS events, and processes eBenefits enrollments. It also manages BAS events by deleting those that do not impact eligibility, ensuring they do not move through Benefits Administration.
In addition, it processes eBenefits self-service BAS events according to submission date rules, inserts the appropriate permitting event codes, and removes any orphaned event codes to maintain data integrity.”
CSU Benefits Reports
Job Aid: Run CSU Benefits Reports
Identifies employees who have lost benefits for the selected report coverage date range. Employees in job codes that are on the CSU_EXCLUDE list and the ACA_Exclude list are not benefits eligible and are not included on the CSU Benefits Termination Report." See the Appendix for the CSU_Exclude list and the ACA_EXCLUDE list.
Provides specific information about job data changes that may affect eligibility or enrollment and will require notification and a possible review by benefits staff. The report selects data where either the Job Data Action Date, Job Data Effective Date, or the Job Data Last Update Date/TIme are within the report request dates. Employees that are in job codes that are on the CSU Exclude list are not benefits-eligible, and are not included on the CSU Benefits Transaction Report. Run and use the Benefits Transaction Report daily.
Download and save the report as an Excel file
Highlight report columns N, S, T, AI and AJ
Sort the report by Action (column N to easily review the hires, rehires, transfers, terminations, retirements, position changes, time base changes, and to review and determine if the correct action/action-reason code was used
Use the highlighted columns and compare the previous Total FTE (column AI) against the Previous Total FTE (column AJ) to identify new hires, terminations, retirements and true time base changes
Details any changes in Job data that pre-date the Benefits Administration Start Date.
Identifies employee records causing the unique constraint error from the BEN100A snapshot process. This page is not technically a report.
Exceptions Reports
Job Aid: Run CSU Benefits Reports
Shows error messages relating to election changes
Review and resolve items on this report daily. Select reports on participants flagged for:
Address eligibility change
Multijob indicator changes
Job eligibility changes
Event disconnected
Event out of sequence
Lists all participants in a particular process status or set of status levels. The report selects data where either the Job Data Action Date, Job Data Effective Date, or the Job Data Last Update Date/TIme are within the report request dates.
CHRS BA Baseline Queries
Job Aid: Daily Review BA Baseline Queries
Shows BAS Actions that were deleted from the Review BAS Activity page that do not affect benefit eligibility (such as MSC, ACT, POS, DTA, PAY, JRC).
BAS Actions are deleted by the nightly CSUBASDL scheduled jobs on the first run of CSU_BA18003 when the Fullerton campus jobs run.
All other campuses must run this query to view the deleted BAS Actions.
Only for campuses that use full eBenefits self-service.
This query shows employees who have viewed or changed their eBenefits enrollment options, but not submitted them. When an event is nearing the expiration time, reach out to the employee to remind them to submit their changes.
Confirm if the ESS BAS event is nearing expiration date. On the Update Event Status page > enter employee ID > compare the ESS BAS Event date to current date.
Go to the ODEM page to VOID Expired ESS BAS Events.
Only for campuses that use full eBenefits self-service.
This query monitors open eBenefits self-service events. When an event is nearing the expiration time, reach out to the employee to remind them to submit their changes.
Confirm if the ESS BAS event is nearing expiration date. On the Update Event Status page > enter employee ID > compare the ESS BAS Event date to current date.
Run before the PSR interface and resolve issues listed on the query.
Provides preliminary information that identifies the transactions that will be part of the next interface file with issues such as missing zip codes, addresses missing counties, and effective dates before permitting event dates.
Run before the PSR interface and resolve issues listed on the query.
Provides list of employees missing Permitting Event Codes.
Run before the PSR interface and resolve issues listed on the query.
Provides a list of employees who are missing CALPERS IDs.
Run before the PSR interface and resolve issues listed on the query.
Provides a list of dependents by employee ID who are missing CALPERS ids.
You are done. Great job!