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					                                                                                                                       PSR Test Scenarios


Test   Emplid Empl Health Event Perm Event    Employee    Ben         Test Scenario               Data Entry                               Expected Results                         Pass/Fail Pass/Fail Pass/Fail   Comments, Issues, or Questions
Case           Rcd     Type        Code         Type     Admin                                                                                                                       Online Outbound Inbound
  #                                                      Event                                                                                                                                  File      File
  1                 Add             201      Existing     FSC    Add new dependent         Add spouse as               Validate that on the CSU Permitting Events Page:
                    Dependent                employee            spouse to employee with   dependent and enroll in     • Zip code is populated based on the home address
                                                                 existing health plan.     Health Benefits             • County displays based on the zip code.
                                                                                                                       • Rescind Indicator and Notes are greyed out.
                                                                                                                       • PSR Status, PSR Status Date, and User ID are blank
                                                                                                                       when the page is loaded and populated correctly after the
                                                                                                                       save.

  2                 Add             204      Existing     FSC    Add dependent child to    Add dependent to            Validate that on the CSU Permitting Events Page:
                    Dependent                employee            employee with existing    Medical plan using a        • Zip code is populated based on the home address
                                                                 health plan due to        future date.                • County displays based on the zip code.
                                                                 dependent's loss of                                   • Rescind Indicator and Notes are greyed out.
                                                                 alternative medical                                   • PSR Status, PSR Status Date, and User ID are blank
                                                                 coverage.                                             when the page is loaded and populated correctly after the
                                                                                                                       save.

  3                 Cancel          502      Existing     NA     Cancel employee and       Update employee's job       Validate that on the CSU Permitting Events Page:
                    Coverage                 employee            dependent's coverage      to a non-qualifying time    • Zip code is populated based on the home address
                                                                 due to a change in        base. Cancel employee       • County displays based on the zip code.
                                                                 appointment to a non-     and dependent's             • Rescind Indicator and Notes are greyed out.
                                                                 qualifying time base.     medical coverage.           • PSR Status, PSR Status Date, and User ID are blank
                                                                                                                       when the page is loaded and populated correctly after the
                                                                                                                       save.

  4                 Cancel          505      Existing     NA     Cancel employee's         Cancel employee's           Validate that on the CSU Permitting Events Page:
                    Coverage                 employee            medical coverage.         medical coverage on the     • Zip code is populated based on the home address
                                                                                           CSU Permitting Events       • County displays based on the zip code.
                                                                                           Page.                       • Rescind Indicator and Notes are greyed out.
                                                                                                                       • PSR Status, PSR Status Date, and User ID are blank
                                                                                                                       when the page is loaded and populated correctly after the
                                                                                                                       save.

  5                 Change          712      Existing     NA     Change method of          On the "CSU Permitting      Validate that on the CSU Permitting Events Page:
                    Premium                  employee            premium payment to        Events" page, insert a      • Zip code is populated based on the home address
                    Payment                  returning           deduction for employee    new row to change           • County displays based on the zip code.
                    Method                   from LOA            returning to work after   method of premium           • Rescind Indicator and Notes are greyed out.
                                                                 LOA.                      payment for existing        • PSR Status, PSR Status Date, and User ID are blank
                                                                                           Health plan to deduction.   when the page is loaded and populated correctly after the
                                                                                                                       save.

  6                 Change          715      Existing     NA     Change method of        On the "CSU Permitting        Validate that on the CSU Permitting Events Page:
                    Premium                  employee            premium payment for     Events" page, insert a        • Zip code is populated based on the home address
                    Payment                                      employee going on FMLA. new row and change            • County displays based on the zip code.
                    Method                                                               method of premium             • Rescind Indicator and Notes are greyed out.
                                                                                         payment for existing          • PSR Status, PSR Status Date, and User ID are blank
                                                                                         Health plan to deduction      when the page is loaded and populated correctly after the
                                                                                         for employee going on         save.
                                                                                         FMLA.




  7                 COBRA New       131      Existing     NA     New COBRA enrollment      Process a time base         Validate that on the CSU COBRA Enrollment Page:
                    Enrollment               employee            for active employee.      change to the employee      • Only employees (and dependents) previously enrolled in a
                                                                                           to lower the FTE to .3      medical plan are available for COBRA enrollment.
                                                                                           FTE.                        • Only permitting event codes for COBRA display
                                                                                           Use the CSU COBRA           • Zip code is populated when permitting event code is
                                                                                           Enrollment Page to          selected and is based on employee's home address
                                                                                           enroll employee into        • County field is populated based on the zip code
                                                                                           COBRA.                      • Rescind fields are greyed out.
                                                                                                                       • PSR Status, PSR Status Date , and User ID are blank
                                                                                                                       when the page is loaded and populated correctly after the
                                                                                                                       save.




10/13/2011                                                                                                                                                                                                                                           Page 1 of 6
                                                                                                                       PSR Test Scenarios


Test   Emplid Empl Health Event Perm Event    Employee    Ben         Test Scenario                Data Entry                              Expected Results                         Pass/Fail Pass/Fail Pass/Fail   Comments, Issues, or Questions
Case           Rcd     Type        Code         Type     Admin                                                                                                                       Online Outbound Inbound
  #                                                      Event                                                                                                                                  File      File
  8                 COBRA New       132      Existing     NA     New enrollment to Cobra     Terminate employee's      Validate that on the CSU COBRA Enrollment Page:
                    Enrollment               employee            for terminated employee -   job.                      • Only employees (and dependents) previously enrolled in a
                                                                 Employee has existing       Use the CSU COBRA         medical plan are available for COBRA enrollment.
                                                                 medical coverage in the     Enrollment Page to        • Only permitting event codes for COBRA display
                                                                 system for employee plus    enroll employee plus      • Zip code is populated when permitting event code is
                                                                 one dependent.              dependent in COBRA.       selected and is based on employee's home address
                                                                                                                       • County field is populated based on the zip code
                                                                                                                       • Rescind fields are greyed out.
                                                                                                                       • PSR Status, PSR Status Date , and User ID are blank
                                                                                                                       when the page is loaded and populated correctly after the
                                                                                                                       save.



  9                 COBRA New       133      Existing     NA     New enrollment to           Use the CSU COBRA         Validate that on the CSU COBRA Enrollment Page:
                    Enrollment               Employee            COBRA for employee's        Enrollment Page to        • Only employees (and dependents) previously enrolled in a
                                             with                dependent only -            enroll only the           medical plan are available for COBRA enrollment.
                                             dependent           Employee has existing       dependent in COBRA -      • Only permitting event codes for COBRA display
                                                                 medical coverage in the     Employee's coverage for   • Zip code is populated when permitting event code is
                                                                 system for employee plus    health benefits remains   selected and is based on employee's home address
                                                                 one dependent.              the same.                 • County field is populated based on the zip code
                                                                                                                       • Rescind fields are greyed out.
                                                                                                                       • PSR Status, PSR Status Date , and User ID are blank
                                                                                                                       when the page is loaded and populated correctly after the
                                                                                                                       save.



 10                 Continued       119      Existing     NA     Continue enrollment for     On the "CSU Permitting    Validate that on the CSU Permitting Events Page:
                    Enrollment               employee            existing employee.          Events" page, insert a    • Zip code is populated based on the new home address
                                                                                             new row and enter a       • County displays based on the zip code.
                                                                                             transaction for the       • Rescind Indicator and Notes are greyed out.
                                                                                             update use reason         • PSR Status, PSR Status Date, and User ID are blank
                                                                                             'Pending Retirement'.     when the page is loaded and populated correctly after the
                                                                                                                       save.


 11                 Continued       119      Existing     NA     Continue enrollment for     For the retired           Validate that on the CSU Permitting Events Page:
                    Enrollment               retired             retired employee.           employee, insert a new    • Zip code is populated based on the new home address
                                             employee                                        row and enter a           • County displays based on the zip code.
                                                                                             transaction for the       • Rescind Indicator and Notes are greyed out.
                                                                                             update use reason         • PSR Status, PSR Status Date, and User ID are blank
                                                                                             'Pending Retirement' on   when the page is loaded and populated correctly after the
                                                                                             the "CSU Permitting       save.
                                                                                             Events" page.


 12                 Delete          302      Existing     FSC    Delete dependent spouse Delete dependent              Validate that on the CSU Permitting Events Page:
                    Dependent                employee            from existing health     spouse from existing         • Zip code is populated based on the home address
                                                                 benefits due to divorce. health plan.                 • County displays based on the zip code.
                                                                                                                       • Rescind Indicator and Notes are greyed out.
                                                                                                                       • PSR Status, PSR Status Date, and User ID are blank
                                                                                                                       when the page is loaded and populated correctly after the
                                                                                                                       save.


 13                 Delete          312      Existing     FSC    Delete dependent child     Delete dependent child     Validate that on the CSU Permitting Events Page:
                    Dependent                employee            from existing health       from employee's existing   • Zip code is populated based on the home address
                                                                 benefit due to a change in medical plan.              • County displays based on the zip code.
                                                                 custody.                                              • Rescind Indicator and Notes are greyed out.
                                                                                                                       • PSR Status, PSR Status Date, and User ID are blank
                                                                                                                       when the page is loaded and populated correctly after the
                                                                                                                       save.




10/13/2011                                                                                                                                                                                                                                           Page 2 of 6
                                                                                                                             PSR Test Scenarios


Test   Emplid Empl Health Event Perm Event    Employee        Ben          Test Scenario                Data Entry                               Expected Results                        Pass/Fail Pass/Fail Pass/Fail   Comments, Issues, or Questions
Case           Rcd     Type        Code         Type         Admin                                                                                                                        Online Outbound Inbound
  #                                                          Event                                                                                                                                   File      File
 14                 Dependent       900      Existing         NA     Update employee's           Update dependent's          Validate that on the CSU Permitting Events Page:
                    Address                  employee                dependent's address for     address in                  • Zip code is populated based on the home address of the
                    Change                   with one or             one dependent and           Employee/Dependent          employee
                                             more                    update the permitting       Information. On the         • County displays based on the zip code.
                                             dependents              event for a dependent       "CSU Permitting Events"     • Rescind Indicator and Notes are greyed out.
                                                                     address change.             page, insert a new row      • PSR Status, PSR Status Date, and User ID are blank
                                                                                                 and enter a transaction     when the page is loaded and populated correctly after the
                                                                                                 for the Dependent           save.
 15                 Dependent       900      Existing         NA     Employee has multiple       Update dependent's          Validate that on the CSU Permitting Events Page:
                    Address                  employee                dependents all using the    address in                  • Zip code is populated based on the home address of the
                    Change                   with multiple           same address as             Employee/Dependent          employee
                                             dependents              employee. Update one        Information using a         • County displays based on the zip code.
                                                                     dependent's address         future dated row. On the    • Rescind Indicator and Notes are greyed out.
                                                                     using a future dated row    "CSU Permitting Events"     • PSR Status, PSR Status Date, and User ID are blank
                                                                     and update the permitting   page, insert a new row      when the page is loaded and populated correctly after the
                                                                     event for the dependent     and enter a transaction     save.
                                                                     address change.             for the Dependent
                                                                                                 Address Change using a
                                                                                                 future dated row.



 16                 New             100      New Hire         HBE    Enroll newly hired          Newly hired employee        Validate that on the CSU Permitting Events Page:
                    Enrollment                                       employee in health          has no existing benefits    • Zip code is populated based on the home address
                                                                     benefits for employee       in the system. Enter        • County displays based on the zip code.
                                                                     coverage only.              health benefits for         • Rescind Indicator and Notes are greyed out.
                                                                                                 employee only.              • PSR Status, PSR Status Date, and User ID are blank
                                                                                                                             when the page is loaded and populated correctly after the
                                                                                                                             save.

 17                 New             101      Existing         HBE    Enroll employee in health Enroll employee in            Validate that on the CSU Permitting Events Page:
                    Enrollment               employee                benefits due to the loss of health benefits as of the   • Zip code is populated based on the home address
                                                                     alternate health coverage. first day of the current     • County displays based on the zip code.
                                                                                                 pay period.                 • Rescind Indicator and Notes are greyed out.
                                                                                                                             • PSR Status, PSR Status Date, and User ID are blank
                                                                                                                             when the page is loaded and populated correctly after the
                                                                                                                             save.

 18                 New             166      Retired          NA     Employee has existing       Use CSU Retiree Dental      Validate that on the CSU Retiree Dental Enrollment
                    Enrollment               employee                dental coverage and is      Enrollment Page to          Page:
                                                                     newly retired. Employee     enroll the employee and     • Only valid permitting event codes display
                                                                     has three dependents on     one dependent in a          • Zip code displays based on the home address.
                                                                     the existing dental         dental plan.                • County populates based on the zip code.
                                                                     coverage.                                               • Rescind fields are greyed out.
                                                                                                                             • PSR Status, PSR Status Date, and User ID are blank
                                                                                                                             when the page is loaded and populated correctly after the
                                                                                                                             save.
                                                                                                                             • Only Employee and dependent(s) who were enrolled in a
                                                                                                                             dental plan are available for Retiree Dental enrollment.



 19                 Open            104      Existing         OE     Enroll existing employee    Enroll employee and 2       Validate that on the CSU Permitting Events Page:
                    Enrollment               employee                with 2 dependents, with     dependents into a health    • Zip code is populated based on the home address
                                                                     no previous health          plan.                       • County displays based on the zip code.
                                                                     benefits enrollment, into a                             • Rescind Indicator and Notes are greyed out.
                                                                     health plan.                                            • PSR Status, PSR Status Date, and User ID are blank
                                                                                                                             when the page is loaded and populated correctly after the
                                                                                                                             save.




10/13/2011                                                                                                                                                                                                                                                Page 3 of 6
                                                                                                                       PSR Test Scenarios


Test   Emplid Empl Health Event Perm Event   Employee    Ben          Test Scenario                Data Entry                              Expected Results                        Pass/Fail Pass/Fail Pass/Fail   Comments, Issues, or Questions
Case           Rcd     Type        Code        Type     Admin                                                                                                                       Online Outbound Inbound
  #                                                     Event                                                                                                                                  File      File
 20                 Update          905      Existing    NA     Employee requires a          Make an update to the     Validate that on the CSU Permitting Events Page:
                    Enrollment               employee           correction to their social   employee's social         • Zip code is populated based on the new home address
                                                                security number. Make an     security number on        • County displays based on the zip code.
                                                                update to the employee's     Personal Data using the   • Rescind Indicator and Notes are greyed out.
                                                                social security number.      current date. On the      • PSR Status, PSR Status Date, and User ID are blank
                                                                                             "CSU Permitting Events"   when the page is loaded and populated correctly after the
                                                                                             page, insert a new row    save.
                                                                                             and enter a transaction
                                                                                             for the update use
                                                                                             reason 'Update
                                                                                             Demographics'.




10/13/2011                                                                                                                                                                                                                                          Page 4 of 6
PSR Campus Acceptance Test Instructions
For each of the PSR test scenarios, campuses will enter the associated Benefits transactions per their campus business practic
The intent of each scenario is to confirm the PSR functionality of the online entry pages, the outbound PSR file, and the inbou
For campus acceptance testing, the CalPERS test data is as of May 18, 2011 - The target CalPERS system will have all campus d
In selecting campus test data, it is important to select employees who have the required data in both the PeopleSoft databas
Any issues or questions relating to PSR should be noted on the test scenario spreadsheet and reported to the PSR project tea
 er their campus business practice, using either Base Benefits or Benefits Administration.
outbound PSR file, and the inbound PSR file.
 RS system will have all campus data as of the May 18th date.
 in both the PeopleSoft database and the CalPERS system.
 reported to the PSR project team via the daily scheduled teleconferences.

				
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