Steps: Set Up Automatic Benefit Eligibility Checks

Set up Workday to check automatically if specific staffing, position, or compensation events have affected an employee's benefit coverage. If so, Workday sends a task to My Tasks to the role specified on the business process.

Create Enrollment Events.

Create Enrollment Event Rules.

Add the

Change Benefit Elections

business process as a step to business processes.

Business Process	Guidelines Regarding Placement
Add Additional Job	Add after the completion step.
Change Job	If you add the business process Propose Compensation , add after the Propose Compensation Change . Otherwise, add after the completion step.
Change Organization Assignments for Worker	Add after the completion step.
Change Primary Address	Add after the completion step.
Edit Position	Add after the Request Compensation Change and the completion step for the Edit Position steps.
End Additional Job	Add after the completion step.
Hire	Follows the Create Workday Account step, but doesn’t have to be immediately after. The best placement depends on condition rules associated with this action and the eligibility rules used to determine eligibility.
Request Compensation Change	Add after the completion step.
Request Leave of Absence	Add after the completion step.
Request Return from Leave of Absence	Add after the completion step.
Termination	Add after the completion step.

The Change Benefit Elections
action runs the Change Benefits for Life Event
business process. This business process uses the If there is an effect on employee benefits?
condition rule to determine whether to create a benefit event. This condition rule determines:

Whether an employee's current elections have caused a gain or loss in the employee's benefit coverage.

If Workday uses eligibility rules to determine if the employee has lost or gained benefit coverage. If yes, Workday creates a benefit event.

The default behavior.

Workday checks the

Defaulting Rules

selected in the

Coverage Rules

tab on the

Create Enrollment Event Rule

task. If there’s a match, Workday creates a benefit event:

Default to
Priority Coverage
or Waive

Default to
Waive

Workday creates an event if you selected one of these options and there's a change in the employee's benefit coverage:

Default to Current Elections,
Priority Coverage,
or Waive
.

Default to
Current Elections or Waive
.

What the employee can do.

Workday checks the

Allowed Benefit Plan Changes

selected in the

Coverage Rules

tab on the

Create Enrollment Event Rule

task. If you selected one of these options, Workday creates a benefit event:

Can Select Any Plan
- Select any plan included in the specified benefit coverage types, including the option to waive.

Current Plan Only
- Change only the details of the benefit plans in which workers are currently enrolled. There's no option to waive. Can add or remove dependents.

Current Plan or Option to Decrease
- (Only Spending or HSA) Decrease contributions or keep at the current level.

Current Plan or Option to Increase
- (Only Spending or HSA) Increase contributions or keep at the current level.

Current Plan or Option to Waive
- Change only the details of the currently enrolled benefit plans, including the option to waive. Can add or remove dependents.

If you selected one of these options, Workday creates an event when the current benefit coverage has a change in amount or eligibility:

Only on Eligibility Change
.

No changes allowed
.

Workday finalizes the event 1 day after the termination date if benefit coverage has terminated or workers can't make any plan changes. Workday doesn't send a notification to the employee. To send a notification, add a condition rule to the business process.

As you add the Change Benefit Elections
step to more business processes, review your enrollment event rules. Make sure all your benefit event types have defined rules. Workday combines events that occur on the same day.