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Administrator Guide
Last Updated: 2023-08-11
Set Up Auto-Enrollment for Benefit Plans

Set Up Auto-Enrollment for Benefit Plans

Security:
Set Up: Benefits
 in the Benefits functional area.
Workday enables you to auto-enroll employees into health care, insurance, and additional benefits plans.
  1. Access the
    Create
     or
    Edit Benefit Plan
     task.
  2. Create or select an existing spending account plan.
  3. Select the
    Auto Enroll
     check box for the plan.
    For health care plans, the auto-enroll feature covers the entire plan, not the plan and a specific coverage level.
    Don't select
    Auto Enroll
     for insurance plans that require evidence of insurability (EOI).
  4. Access the
    Maintain Benefit Coverage Types
     task.
  5. Select
    Only One Election
     for the coverage type to which the plan in step 2 belongs.
    Example: To enroll workers automatically in 1 of several benefit plans, select
    Only One Election
     for the coverage type. Then select the
    Auto Enroll
     check box on the
    Create
     or
    Edit Benefit Plan
     task for the benefit plan in which you want to auto-enroll employees.