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Administrator Guide
Last Updated: 2023-06-23
Concept: Enrollment Period for Benefit Events

Concept: Enrollment Period for Benefit Events

You can define the benefit enrollment period for a specific type of benefit event. You can also restrict an employee's ability to report that benefit event after the enrollment period has expired.
When an employee reports a benefit event using
Change Benefits
, Workday uses the
Days to Enroll Calculation
field to determine if the start date begins on:
  • The event date.
  • The date the employee reports the event.
Workday adds the value entered in the
Days to Enroll
field to that date. This new date is the employee's
Submit Elections By
date.
Workday only respects the value of
Days to Enroll
if the worker initiates a benefit enrollment event with the
Change Benefits
task. Workday recommends that you create a validation on the
Dependent Event
business process to enforce
Days to Enroll
. This validation is for when the worker initiates the
Add Dependent
task.
Days to Enroll Calculation (Event or Initiate Date) + Days to Enroll = Submit Elections By
If you select the
Employee Cannot Report After Days to Enroll
check box and the date passes, the employee receives an error message and can’t proceed. You can use the
Change Benefits
task to report the benefit event on behalf of the employee. Workday uses the system date as the basis for calculating the enrollment period.
Workday provides the
Submit Elections By
field as a guideline for employees to submit an event, but doesn’t enforce this date. Employees that start the benefit enrollment before the
Submit Elections By
date can submit benefit elections after the date, until you finalize the enrollment event.