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Administrator Guide
Last Updated: 2024-02-09
Assign a Verification Status to Dependents

Assign a Verification Status to Dependents

  • Security:
    • Self-Service: Dependent Verification
       in the Benefits functional area to enable workers to view their dependent verification data.
    • Worker Data: Dependent Verification
       in the Benefits functional area.
You can add an action step onto existing business processes to be notified of dependents needing review for verification when employees create new dependents or enroll their dependents into benefit plans.
Workday also enables you to assign verification statuses to existing dependents in bulk rather than 1 at a time.
  1. Select your desired roles from the
    Security Groups
     prompt of the
    Verify Dependent Eligibility
     action step for these business processes:
    • Dependent Event
    • Change Benefits for Life Event
    • Change Benefits for Open Enrollment
    The roles you assign to this action step determines who gets the task in My Tasks to assign dependents a verification status.
  2. Access the
    Activate Pending Security Policy Changes
     task.
  3. Edit Business Processes.
    Add the
    Verify Dependent Eligibility
     action after the initiation step as step
    a1
     for these business processes:
    • Dependent Event
    • Change Benefits for Life Event
    • Change Benefits for Open Enrollment
    (Optional) From the related actions menu of the new step, select
    Business Process
    Set as Completion
    .
For the
Dependent Event
 business process, configured security groups will receive a task in My Tasks to review and assign a verification status to newly created dependents.
For the
Change Benefits for Life Event
 and
Change Benefit for Open Enrollment
 business processes, Workday applies the
Dependent Part of Benefit Package?
 condition rule to the
Verify Dependent Eligibility
 step. If this condition is true, the task in My Tasks includes both new and existing dependents when they're enrolled in an employee's benefit plans.
Create condition rules on the new action step that meet your specific needs. For example, you can create a condition rule so that the step only activates when a new dependent is added to an employee's benefit plans.
Access the
Manage Dependent Verification Status
 task to update the verification status of existing dependents in bulk.