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Administrator Guide
Last Updated: 2023-06-23
Create Cross Plan Enrollment Prerequisites

Create Cross Plan Enrollment Prerequisites

  • Create benefit groups.
  • Create benefit plans.
  • Security:
    Set Up: Benefits
     in the Benefits functional area.
You can make enrollment a requirement in 1 or more
primary
 plans, or a restriction for enrollment in a
secondary
 plan. Example: You can require employees to elect supplemental life insurance before dependent life insurance.
You can't use cross-plan enrollment prerequisites if you use allocation of retirement savings plans.
  1. Access the
    Create Cross Plan Enrollment Prerequisite
     task.
  2. As you complete this task, consider:
    Option Description
    Inactive
    Select to inactivate the primary/secondary plan relationship.
    Restricted to these Benefit Groups
    Select the benefit groups to which the primary/secondary plan relationship applies.
    If left blank, Workday assumes that the primary/secondary plan relationship applies to all benefit groups.
    Primary Benefit Plan(s)
    List the primary plans from which workers must select to qualify for the
    Secondary Benefit Plan(s)
    .
    • If workers can select only 1 of the plans, select
      Only One Election
       on the
      Maintain Benefit Coverage Types
       task.
    • If workers can select multiple plans, clear the
      Only One Election
       check box on the
      Maintain Benefit Coverage Types
       task.
    • Select only 1 primary benefit plan in this field to require that workers enroll to qualify for the secondary benefit plan.
      Workday display only plans associated with the benefit groups listed in the
      Restricted to these Benefit Groups
       field.
    Secondary Benefit Plan(s)
    Select the plans that workers need to elect after selecting the primary benefit plan.
    The
    Secondary Plan Rule
     determines whether a secondary plan is optional or required.
    Secondary Plan Rule
    If you want:
    • To make selecting a secondary plan optional, select
      May elect one or more secondary plan
      .
      If you select this option, workers can elect
      or
       waive the secondary plan.
    • To require workers to elect one of the listed secondary plans, select
      Must elect at least one secondary plan
      .
      If selected, workers must select 1 secondary plan or waive the primary plan to complete their enrollment.
    • To require employees to elect either a primary or secondary plan, select
      Only one primary or secondary plan can be elected
      .
      If you select this option, workers can elect either a primary plan or a secondary plan, but not both.
    Require the same Coverage Targets on all Health Care Plans
    If selected, employees selecting coverage targets for 1 health care plan must select the same targets for related plans. Example: If the enrollee selects
    Family
     for medical coverage, Workday automatically populates the coverage target for dental as
    Family
    . You can't change this value.
    Limit Display of Messages in Enrollment
    Select to hide Workday-delivered cross-plan messages under
    Important Messages
    . Workday continues to display auto-waive and error messages.
During the enrollment process, workers must submit benefit elections that conform to the cross-plan prerequisites defined for a benefit group.
If an unsubmitted election package violates a cross-plan rule, Workday doesn't block or correct the invalid elections.
You can:
  • Use the
    Edit Cross Plan Enrollment Prerequisite
     task to make updates to the plan details.
  • Use the
    View Cross Plan Enrollment Prerequisite
     report to see the detailed information about a specific rule.