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Administrator Guide
Last Updated: 2023-06-23
Concept: Coordination of Benefits Enrollment Events

Concept: Coordination of Benefits Enrollment Events

Coordination of events ensures that Workday:
  • Processes potentially conflicting events in the correct event date order.
  • Preserves existing enrollments, when possible.
Coordination of events occurs after you initiate an open enrollment, change benefits, or run the passive event process. Workday attempts to process 1 event at a time in event date priority. The event date for:
  • Open enrollment = the date entered on the
    Initiate Open Enrollment
     task.
  • Life events (excluding passive events) = the date entered on the
    Change Benefits
     task.
  • Passive events = the date when the scheduled passive event runs.
Except for open enrollment events, if more than 1 benefit event occurs on the same day, Workday consolidates those events into 1 hybrid event.
You can enable coordination of events between web service events and future-dated events created in Workday. Select
Enable Coordination of Events for the Change Benefits Web Service
 in the Benefits section of the
Edit Tenant Setup - HCM
 task. When selected, Workday reprocesses eligible future-dated events when the web service creates earlier-dated events.
The coordination of events process compares 2 events at a time:
A process evaluates whether to place the new event or next event on hold and whether to reprocess the next event.
For an event to affect another event, one of these situations must occur:
  • A change in eligibility: Loss or gain in coverage or a change in benefit group.
    Always reprocess an event when a change in eligibility occurs.
  • An overlap in coverage types between the 2 events.
    Example: If Event A has health, dental, and vision, and Event B has health and insurance, there’s an overlap in health. Reprocess an event only when coverage types overlap.
  • The
    Do Not Reprocess
     option is selected on the enrollment event.
    Workday doesn't place a new event on hold when comparing a new event (
    Do Not Reprocess
     selected) to an older open event. Workday processes both events together.
    Workday reprocesses the next event when comparing a new event to an older event (
    Do Not Reprocess
     selected).
  • The
    Do Not Reprocess Future Events
     option is selected on the enrollment event.
    If Workday compares a just processed event (
    Do Not Reprocess Future Events
     selected) to a later event, Workday doesn't place the later event on hold. Workday processes both events together.
    If Workday compares a just processed event to a later event (
    Do Not Reprocess Future Events
     selected), Workday reprocesses the later event.
When you cancel or rescind the next event and create a new event, Workday sets the new event date to the date of the canceled event. To calculate the
Submit By
 date, Workday adds the value in the
Days to Enroll for Coordination of Events
 field to the creation date of the new event. For the new event, Workday bases any evidence of insurability on the current benefit elections.