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Administrator Guide
Last Updated: 2023-06-23
Enter Individual Benefit Rates

Enter Individual Benefit Rates

  • Complete Steps: Manage Individual Rates.
  • During enrollment, the employee must elect a benefit plan that uses individual rates.
  • Security:
    Manage: Benefits for Organizations
     in the Benefits functional area.
Enter an employee's individual benefit rate for a benefit plan.
  1. Access the
    Manage Individual Rates
     task.
  2. (Optional) Enter criteria to target specific employees enrolled in benefit plans that have individual rates.
    Select the
    Include Employees with Rate Overrides
     check box to include these types of employees:
    • Their individual rates have been updated using
      Manage Individual Rates
      .
    • Their individual rates remain unchanged.
    Otherwise, the results only include employees with unchanged individual rates.
  3. (Optional) Select the
    Select All - Email Notification
     check box if you want Workday to select the
    Email Notification
     check box next to all the employees listed.
    Later, you can override the selection for an individual employee.
  4. As you complete the task, consider:
    Option Description
    Rate Modified
    For display only. When selected, indicates an updated rate during this session.
    Employee Cost (Pre-tax)
    Enter the amount of the pretax employee cost.
    Employee Cost (Post-tax)
    Enter the amount of the post-tax employee cost.
    Employer Contribution (Non-taxable)
    Enter the amount of the nontaxable employer contribution.
    Employer Contribution (Taxable)
    Enter the amount of the taxable employer contribution.
  5. Enter the subject and body text for the email notification.
    This option is available if you elected to send an email notification. Workday displays a list of the employees that should receive the email.
Workday assigns these new rates to the employees' benefit packages and sends the rates to Workday Benefits Network, Payroll Interface, or Workday Payroll.