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Administrator Guide
Last Updated: 2023-06-23
Include Coverage Types in Total Benefit Costs

Include Coverage Types in Total Benefit Costs

Security:
Set Up: Benefits
 in the Benefits functional area.
If you use the benefits integration with Sun Life, you can select the coverage types that Workday uses to calculate an employee's total benefit cost.
  1. Enable flex credits for a coverage type.
    1. Access the
      Maintain Benefit Coverage Types
       task.
    2. Select the
      Flex Credits can be Applied
       check box for Health Care and Insurance coverage types.
  2. Access the
    Edit Benefit Groups
     task.
  3. On the
    Benefits Credits
     tab and in the
    Offset Deductions with Benefits Credits
     section, consider:
    Option Description
    Coverage Type
    Select the
    Coverage Types
     you want included in the calculation of an employee's total benefit cost.
    Benefit Credits Offset Order
    Indicate the order in which to apply benefit credits to a worker's elections to reduce or eliminate benefit costs.
    A lower number indicates a higher priority.
When sending benefit costs and credits to Sun Life, Workday looks at the coverage type and order to determine cost amounts.
Example: An employee has a benefit credit of 300.00 USD and costs for medical are 250.00 USD and dental are 75.00 USD. The order for medical is 1 and dental is 2. Workday sends no costs for medical and 25.00 for dental.