Process Flow Details

Before Running Benefits Administration

This table lists the steps that you should take before running the Benefits Administration process:

Step	Description	Details	Pages or Processes Used
1	Build your benefits administration benefit programs.	Create benefit plan options, calculations rules, rate tables, event rules, eligibility, and flexible credits. Link these building blocks to your benefit program.	See PeopleSoft Human Resources Manage Base Benefits: Building Benefit Programs.
2	Prepare the system for Benefits Administration processing.	Create pay calendars, audit benefit data, create BAS (Benefits Administration System) group IDs, and create process schedules. For Open Enrollment (OE) or Snapshot, create OE IDs or Snapshot (SNP) IDs.	See Understanding the Benefits Administration Preparation Process.
3	For EM (Event Maintenance) only, review, add, or delete unprocessed events.	Use the BAS Activity table to review the list of unprocessed events. Add and delete events as necessary.	BAS Activity.
4	Set up the Benefits Administration run control.		Benefits Administration Run Control.

Scheduling, Assigning Benefit Programs, Preparing Options, and Entering Elections

This table lists the steps for scheduling, assigning benefit programs, preparing options, and entering elections:

Step	Description	Details	Pages or Processes Used	Process Status Result
5	Assign participants to a processing schedule and prepare options.	Run the Benefits Administration process to assign participants to the processing schedule, determine eligibility, calculate prices and credits, and identify option defaults and terminations. If the process finishes without errors, go to step 7. If the process results in errors, continue with step 6.	Benefits Administration Process Run Control component. Use the Participant Lists run control page to schedule specific participants for processing.	If scheduling is successful: AS (Assigned) or AN (Assigned None). If scheduling is not successful: AE (Assigned Error). If option preparation is successful: PR (Prepared), FA (Finalized Program None), or FP (Finalized Prepared None). No additional processing will occur for participants with an FA or FP Process Status. If option preparation is unsuccessful: PE (Prepared Error).
6	Review the results and correct errors from first run of the Benefits Administration process.	Review processing results and correct errors. During the next run of the process, the system will reevaluate participants and attempt to move them through the process. Use the Processing Controls Update to review and reprocess event processing results for individual participants. Use the Review Eligibility Results page to correct eligibility errors.	Processing Messages, Schedule Summary, Employee Event Summary, Processing Controls Update, Eligibility Debugging, Employee Process Status (BAS027), Eligible Participants (BAS001), Ineligible Participants (BAS010).
7	Create and deliver enrollment forms.		Enrollment Statements (BAS004).	When you create an enrollment form for a participant, their process status is updated to NT (Notified).
8	Enter employee elections.	Use the Data Entry pages or eBenefits.	Use the Data Entry pages or eBenefits.	When you enter elections for a participant, their process status is updated to ET (Elections Entered).

Validating, Loading, and Finalizing Elections

This table lists the steps for validating, loading, and finalizing elections:

Step	Description	Details	Pages or Processes Used	Process Status Result
9	Validate and load employee elections.	Run the Benefits Administration process again to validate participant elections and load them into the system. If the process finishes without errors, go to step 12. If the process results in errors, review and correct them in step 10 and reprocess participants until you have eliminated as many errors as possible. If you're running Open Enrollment, go to step 11 when you're ready to finalize Benefits Administration processing.	Benefits Administration Process Run control.	When you successfully load elections for a participant, the participant's process status is updated to FE (Finalized - Enrolled). If errors occur in the validation and load process, the participant's process status will be EE (Election Error).
10	Review validation processing results and correct errors.	Print reports that list participants who did not return elections, participant election errors, and dependent election errors. Use summary pages and reports to review processing results and correct errors. The system reevaluates participant elections and attempts to validate them. Use the Processing Controls Update to review and reprocess event processing results for individual participants.	Employee Process Status (BAS027), Missing Elections (BAS006), Invalid Benefit Elections (BAS003), Dependent/Beneficiary Elections (BAS007), Processing Messages, Schedule Summary, Employee Event Summary, Processing Controls Update.
11	For Open Enrollment Only: Finalize employee elections.	Complete processing by running the Benefits Administration process to finalize elections for participants whose elections were in error or who failed to turn in election forms. The system will assign these participants the benefits election defaults that were assigned to them during option processing.	On the Open Enrollment page, select Finalize/Apply Defaults to finalize elections for all participants.	When you run the Benefits Administration process with Finalize/Apply Defaults enabled, the system updates the process status of all the participants scheduled for that process to FE (Finalized - Enrolled).
12	Create and deliver confirmation letters to participants.		(BAS005) Confirmation Statements.