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Administrator Guide
Last Updated: 2026-03-13
Set Up the Life Change Enrollment Alternate Approval Task

Set Up the Life Change Enrollment Alternate Approval Task

Security: the
Manage: Enrollment Event Remarks
 domain in the Benefits functional area.
Your
Change Benefits for Life Event
 process must have a step of the
Approval
 type.
Configure an alternate approval step on the
Change Benefits for Life Event
 process that enables users to add event remarks to a worker’s life change event, and approve the event on the same task.
You can’t configure both this and the
Add Event Remarks
 step on the
Change Benefits for Life Event
 process.
  1. Access the
    Configure Optional Fields
     task.
    Select
    Benefits
    Life Change Enrollment Event Alternate Approval
    . Delete the row labeled
    Event Remarks on Approval Screen
    , then select
    OK
    . If you're a U.S. federal customer, delete the row labeled
    Federal
     as well, if not done already.
  2. (Optional) If you have both an
    Approval
     step and the
    Add Event Remarks
     step configured in your
    Change Benefits for Life Event
     process, remove the
    Add Event Remarks
     step.
When a worker runs the
Change Benefits for Life Event
 process, Workday sends the
Life Change Enrollment - Alternate Approval
 task to configured security groups’
My Tasks
 inbox. Users can add event remarks and approve the enrollment event on the same screen.
SF 2809 Remarks
 and
SF 2817 Remarks
 only display if the event is eligible for one of those Standard Forms.
General Remarks
 displays for every event.
Once the process completes, benefit event remarks are added to Standard Form 2809 or Standard Form 2817.
Access the
Update Event Remarks
 task from the related actions menu of the completed benefit event to view or update event remarks.