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Administrator Guide
Last Updated: 2026-03-13
Steps: Set Up Benefit Event Remarks

Steps: Set Up Benefit Event Remarks

Security: the
Manage: Enrollment Event Remarks
 domain in the Benefits functional area.
Benefits administrators and partners can add benefit event remarks as part of a life change event with either:
  • An alternate approval task as part of the
    Change Benefits for Life Event
     process, in which configured users can add remarks and approve the event on the same screen.
  • (U.S. federal customers only) The
    Add Event Remarks
     step as part of the
    Change Benefits for Life Event
     process that sends configured users a separate task they can add event remarks in.
They can also add remarks ad hoc to benefit events of any type and in any status with a related actions task.
You can't configure both the alternate approval task and the
Add Event Remarks
 step for the
Change Benefits for Life Event
 process. For the best experience, Workday recommends you configure the alternate approval task.
Only U.S. federal customers can access the
Add Event Remarks
 step. All customers can configure the alternate approval step, or add event remarks to benefit events ad hoc.
  1. Workday recommends this configuration.
  3. Add or update event remarks ad hoc.
    Select
    Update Event Remarks
     from the related actions menu of a benefit event.
Remarks are added to the benefit event.
(U.S. federal) Remarks are added to Standard Form 2809 or Standard Form 2817.
View event remarks by accessing the
Update Event Remarks
 task from the related actions menu of the benefit event.