Job Aids: Step-by-Step Instructions
45 Articles (job aids)
- Access the CSU Benefits Summary Page
- Address Out-Of-State ZIP Code Errors
- Administration Process Execution
- Approving a Tuition Fee Waiver Application in Optimize
- Audit Employee Benefits Enrollment
- Benefits for transfers and rehires
- Correct Base Benefits
- Delete an Activity Guide
- Delta Dental Interface (Benefits)
- Employee Dependent Re-verification: Benefits Officer
Open Enrollment
17 Articles (job aids)
- Business Unit Transfers during Open Enrollment
- Baseline Queries to Run: Open Enrollment
- Checklist - Full ESS Campus (OE)
- Checklist - View Only Campuses (OE)
- Configure BAS Group ID
- Create OE BAS Event After Finalization and CSUBASOE is Inactivated
- Daily Review CSUBASOE logs
- Event Coordination
- Finalizing Open Enrollment
- Full ESS Campuses: Open Enrollment
Report Job aids: Step by Step Instructions
10 Articles (job aids)
- Ben Admin Process Status Pivot Table
- Daily Review BA Baseline Queries
- Daily Review CSUBAS logs and reports
- Daily Review CSUBASOE logs
- Generate and Print Online Confirmation Statements
- Run CSU Benefits Reports
- Research and Audit Queries
- Resolve CSU Payroll Deduction Audit Report Issues
- Online Processing Messages Page (BAS003)
- Schedule Summary
Audit Tables-Benefits
9 Articles (job aids)
- Audit Tables Overview (Benefits)
- Audit Tables Base Benefit Dependent History (Benefits)
- Audit Tables Dependent History (Benefits)
- Audit Tables-Disability Plan History (Benefits)
- Audit Tables-Electronic Signature Query (Benefits)
- Audit Tables-Event Class History Query (Benefits)
- Audit Tables HCRA/DCRA History (Benefits)
- Audit Tables-Health Plan History Query (Benefits)
- Audit Tables-Life Plan History Query (Benefits)
Configuration Job aids: Step by Step Instructions
1 Article (job aid)
Reference Tables and Guidelines
10 Articles (job aids)
- Action-Reason BAS Event-Ben EE Status Cheat Sheet (CHRSMP 1.0)
- Benefits Eligibility Config Fields Cheat Sheet
- Daily ESS eBenefits FULL Campuses
- Daily ESS eBenefits VIEW ONLY Campuses
- eBenefits ESS Event Classes OK to Reprocess Cheat Sheet
- Employee BAS Event Details
- Overview of BAS Statuses
- Reprocessing a BAS Event
- Relationship Mapping Table
- Submission Date Rules-Like Rows Created Schedule
CSU Learn Courses-BA
19 Articles (job aids)
- Benefits Officer Basics (Lessons 1-18) Full eBenefits
- Course Introduction (Lesson #1)
- System Overview (Lesson #2)
- Your Responsibilities (Lesson #3)
- Verify Benefits Primary Campus (Lesson #4)
- Enable New Hire Benefits (Lesson #5)
- Enroll in Benefits (Lesson #6)
- Prepare to Finalize Events (Lesson #7)
- Update Marital Status (Lesson #8)
- Set Finalize Flags (Lesson #9)
Process Flows-Diagrams
9 Articles (job aids)
1 Workflow
- Finalize BAS Events Interface Decision Flow
- Finalize a BAS Event (simplified flowcharts)
- Hire/Newly Eligible Benefit Enrollment - ESS
- Hire/Newly Eligible Benefit Enrollment - View Only
- Life Event Enrollment - ESS
- Life Event Enrollment - View Only
- Open Enrollment - ESS
- Open Enrollment - View Only
- Reprocess Flagged Events Process Flow (CHRS)
- Reprocess Flagged Events Process Flow (9.0)
User Process Guides
17 Articles (job aids)
- Administration Process Execution User Guide (BA)
- Audit Tables Process Guide (BA)
- CalPERS Pension Resumption System Interface User Guide (BA)
- Delta Dental Interface User Guide (BA)
- Employee Self Service for Full Service Campuses Process Guide (BA)
- Explanation of Review BAS Activity Process Guide (BA)
- Forms Process Guide (BA)
- Impacts of HR Data Entry Process Guide (BA)
- Manual Events and Election Entry Process Guide (BA)
- Override Eligibility Configuration Process Guide (BA)