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Administrator Guide
Last Updated: 2023-06-23
Concept: Multiple Benefit Events on the Same Day

Concept: Multiple Benefit Events on the Same Day

If a worker has more than 1 benefit event reported on the same day, Workday combines them into a consolidated (hybrid) benefit event. Workday can consolidate benefit, staffing, and passive events. The hybrid benefit event includes the most generous options available from all events and preserves any completed elections made up to that time.
This consolidation doesn’t include events that coincide with open enrollment, or the
Change Retirement Savings
 task that coincides with a benefit event. If Workday creates an open enrollment event before a benefit, staffing or passive event, then it must enter the nonopen enrollment events on another day. If Workday creates a life event before an open enrollment event, Workday automatically cancels or rescinds the life event. If a stand-alone
Change Retirement Savings
 event and a benefit event include the same coverage types for retirement savings, they can’t occur on the same day.
Examples:
  • A worker reports the birth of a child on April 1. Workday creates a benefit event for the birth. That same day, the worker's manager submits a promotion for the worker. Workday cancels or rescinds the benefit event for the birth and creates a hybrid benefit event.
  • A worker reports the birth of a child on April 1. Workday creates a benefit event for the birth. That same day, the worker's manager submits a promotion for the worker. The promotion requires an approval. If approved, Workday cancels or rescinds the benefit event for the birth and creates a hybrid benefit event. If denied, Workday doesn't create a hybrid benefit event and the benefit event for the birth remains intact.
    If one of the benefit events that make up the hybrid benefit event becomes invalid, you can either:
    • To support the remaining valid event, cancel or rescind the hybrid event and create a new event.
    • Use the
      Benefit Election History
       and select
      Full Process Record
       as a related action off the event. Select the
      Overall Process
       event link to cancel or rescind the appropriate event.
This table lists the priority Workday follows to provide the most generous options when creating the hybrid enrollment events:
Task
Option
Priority
Description
Maintain Enrollment Event Types
Route to Benefits Partner
1
Yes
2
No
Create Enrollment Event Rule > Start or Waive Coverage
Coverage Begin Date
1
On the event date.
2
First of the month on or after the event date.
3
First of the month following the event date.
Waiting Period
Always honor the waiting period, unless you select
Ignore Waiting Periods
.
Create Enrollment Event Rule > Loss of Coverage
Coverage End Date
1
Last day of the month.
2
On the half month.
3
On the event date
Grace Period
Same priority as
Coverage End Date
, but also using the least number of days as the grace period.
Create Enrollment Event Rule > Levels of Change
Maximum Level of Change Allowed
Always take the highest level across all events.
  • Maximum Levels of Change Allowed without EOI
  • Guaranteed Issue (EOI required above this level)
Always take the highest GI amount across all events.
  • Maximum Amount of Change Allowed without EOI
  • Guaranteed Issue (EOI required above this amount of coverage)
Always take the highest GI amount across all events.
Default Coverage if Pending EOI
1
Elected Coverage Amount.
2
Current Coverage Amount.
3
Guaranteed Issue Amount.
Create Enrollment Event Rule > Coverage Rules
Allowed Benefit Plan Changes
1
Can select any plan.
2
Current plan or option to waive.
3
Current plan only
4
Current plan or option to increase.
5
Current plan or option to decrease.
6
Only on eligibility change.
7
Only on beneficiary changes.
8
No changes permitted.
Allowed Dependent Changes
1
Additional dependents permitted.
2
Can remove dependents.
3
Continue with current dependents.
Dependent Types
Include all coverage targets across all events.
Defaulting Rules
1
Default to current elections, priority coverage or waive.
2
Default to current elections or waive.
3
Default to priority coverage or waive.
4
Default to waive
The consolidated event displays as 1 entry on the
Benefit Election History
. The entry lists both events in the
Enrollment Event Type
 column.
If you’re automating benefit eligibility checks, you must have enrollment event types and rules that correspond to life, staffing, and passive events.