FAQ: How does Workday check for changed employee benefits?

Workday runs the If there is an effect on employee benefits?
condition rule when you use this task or process:

The

Change Benefits

task.

The Change Benefit Elections
business process as a step on another business process.

This condition rule determines whether to create a benefit event that enables affected employees and contingent workers to enroll in benefits. The rule asks 3 questions:

Has there been a gain or loss in the employee's benefit coverage in their current elections?

Using eligibility rules, Workday determines if the employee has lost or gained benefit coverage in their current elections. If yes, then Workday creates a benefit event.

For a job change that affects benefits, Workday determines eligibility changes by evaluating eligibility as of the event date of the job change. Workday compares the event date to the current election package. Workday checks if:

The employee is eligible for the benefit plan as of the job change date?

There’s an election or waive record in the current election package.

If there’s no election or waive record, Workday creates a benefit event.

What is the default behavior?

Workday checks the

Defaulting Rules

selected in the

Coverage Rules

tab on the

Create Enrollment Event Rule

task. If you select 1 of these rules, Workday creates a benefit event:

Default to Priority Coverage or Waive

Default to Waive

What can the employee do?

Workday checks the

Allowed Benefit Plan Changes

prompt selection in the

Coverage Rules

tab on the

Create Enrollment Event Rule

task. If you select 1 of these options, Workday creates a benefit event:

Can Select Any Plan
(including waive).

Current Plan Only
.

Current Plan or Option to Decrease
(only Spending or HSA).

Current Plan or Option to Increase
(only Spending or HSA).

Current Plan or Option to Waive
.

Workday creates an event if you select 1 of these options and the employee's current benefits have changed coverage or eligibility:

Only on Eligibility Change
.

No changes allowed
.

Workday finalizes the event 1 day after the termination date if it finds that either:

Benefit coverage has terminated.

Employees can't change the plan.

Workday doesn't automatically notify the employee. To send a notification, add a condition rule and a notification step to the business process.