Job Aids: Step-by-Step Instructions
49 Articles (job aids)
- Access the CSU Benefits Summary Page
- Add Dependents with Perform Election Entry
- Add Dependents with On Demand Event Maintenance
- 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
Open Enrollment
16 Articles (job aids)
1 Checklist
- 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
- Manually add a BAS Group ID to an Employee's Benefits Primary Job
Report Job aids: Step by Step Instructions
18 Articles (job aids)
- Ben Admin Process Status Pivot Table
- Daily Review BA Baseline Queries
- Daily Review CSUBAS logs and reports
- 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 Overview (Benefits)
Configuration Job aids: Step by Step Instructions
1 Article (job aid)
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
16 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)