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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Enrollment Events and Rules

Steps: Set Up Enrollment Events and Rules

Create benefit groups to associate with enrollment event rules.
  1. Create the enrollment events that result in a change in eligibility or entitle employees to change existing elections.
  2. Create the rules that control how enrollment events are processed.
  3. Workday can run a benefit eligibility check to see if an employee's benefit coverage is affected by a staffing event. To run the benefit eligibility check, add the
    Change Benefits for Life Event
     action to the business process associated with the staffing event.
  4. Use condition rules to create notification and confirmation messages that are specific to an event type.