Reference: Benefit Deduction Begin Date Rules
When developing the rules for events that begin benefit coverage and deductions, consider how the coverage begin date can impact the deduction begin date. The deduction begin date rule determines the first pay period in which the deduction occurs. Sometimes, the rule depends on the coverage begin date. When using the Workday delivered rules, consider how the coverage begin date impacts the deduction begin date.
Example: Betty Liu creates enrollment event rules determined from coverage begin date and deduction begin date. She uses these dates and rules.
Dates:
- First Date of Employment: 7/1.
- Event Date: 7/2.
- Pay Periods and Pay Dates:
- Period: 5/27- 6/10 Pay Date: 6/15
- Period: 6/13 - 6/26 Pay Date: 7/1
- Period: 6/27 - 7/10 Pay Date: 7/15
- Period: 7/11 - 7/26 Pay Date: 8/1
- Period: 7/27 - 8/10 Pay Date: 8/15
- Period: 8/11 - 8/27 Pay Date: 9/1
Rules:
- Coverage Begin Date rule:On Event Date.
- Deduction Begin Date rule:On Coverage Begin Date.
The deduction begin date uses the coverage begin date value, which uses the event date. With the event date of 7/2, the deduction begin date is 7/2 and falls in the 6/27 - 7/10 pay period. The first pay date in which the deduction begins is 7/15. The pay dates occur on the 1st and 15th of each month.
This table displays the possible pay dates based on different coverage begin date and deduction begin date rules, where:
- CBD: Coverage Begin Date.
- DBD: Deduction Begin Date.
Deduction Begin Date Rules | Date | Coverage Begin Date Rules | |||||
|---|---|---|---|---|---|---|---|
First of Month Following Event Date | First of Month on or After Event Date | First of Month on or After the Later of Event or Submission Date | On Event Date | On Pay Period Beginning After Event Date | On Pay Period Begin On or After the Later of Event or Submission Date | ||
First of Month On or After Event Date
| CBD | 8/1 | 8/1 | 8/1 | 7/2 | 7/11 | 7/11 |
DBD | 8/1 | 8/1 | 8/1 | 8/1 | 8/1 | 8/1 | |
Pay Date | 8/15 | 8/15 | 8/15 | 8/15 | 8/15 | 8/15 | |
On CBD
| CBD | 8/1 | 8/1 | 8/1 | 7/2 | 7/11 | 7/11 |
DBD | 8/1 | 8/1 | 8/1 | 7/2 | 7/11 | 7/11 | |
Pay Date | 8/15 | 8/15 | 8/15 | 7/15 | 8/1 | 8/1 | |
On Event Date
| CBD | 8/1 | 8/1 | 8/1 | 7/2 | 7/11 | 7/11 |
DBD | 7/2 | 7/2 | 7/2 | 7/2 | 7/2 | 7/2 | |
Pay Date | 7/15 | 7/15 | 7/15 | 7/15 | 7/15 | 7/15 | |
Pay Period Before CBD
| CBD | 8/1 | 8/1 | 8/1 | 7/2 | 7/11 | 7/11 |
DBD | 7/11 | 7/11 | 7/11 | 6/13 | 6/27 | 6/27 | |
Pay Date | 8/1 | 8/1 | 8/1 | 7/1 | 7/15 | 7/15 | |
Pay Period Before Event Date
| CBD | 8/1 | 8/1 | 8/1 | 7/2 | 7/11 | 7/11 |
DBD | 6/13 | 6/13 | 6/13 | 6/13 | 6/13 | 6/13 | |
Pay Date | 7/1 | 7/1 | 7/1 | 7/1 | 7/1 | 7/1 | |
Pay Period Containing CBD
| CBD | 8/1 | 8/1 | 8/1 | 7/2 | 7/11 | 7/11 |
DBD | 7/11 | 7/11 | 7/11 | 6/27 | 7/11 | 7/11 | |
Pay Date | 8/1 | 8/1 | 8/1 | 7/15 | 8/1 | 8/1 | |
Pay Period Containing Event Date
| CBD | 8/1 | 8/1 | 8/1 | 7/2 | 7/11 | 7/11 |
DBD | 6/27 | 6/27 | 6/27 | 6/27 | 6/27 | 6/27 | |
Pay Date | 7/15 | 7/15 | 7/15 | 7/15 | 7/15 | 7/15 | |
Pay Period Following CBD
| CBD | 8/1 | 8/1 | 8/1 | 7/2 | 7/11 | 7/11 |
DBD | 7/27 | 7/27 | 7/27 | 7/11 | 7/27 | 7/27 | |
Pay Date | 8/15 | 8/15 | 8/15 | 8/1 | 8/15 | 8/15 | |
Pay Period Following Event Date
| CBD | 8/1 | 8/1 | 8/1 | 7/2 | 7/11 | 7/11 |
DBD | 7/11 | 7/11 | 7/11 | 7/11 | 7/11 | 7/11 | |
Pay Date | 8/1 | 8/1 | 8/1 | 8/1 | 8/1 | 8/1 | |
Two Pay Periods Before CBD
| CBD | 8/1 | 8/1 | 8/1 | 7/2 | 7/11 | 7/11 |
DBD | 6/27 | 6/27 | 6/27 | 5/27 | 6/13 | 6/13 | |
Pay Date | 7/15 | 7/15 | 7/15 | 6/15 | 7/1 | 7/1 | |