Example: Coordination of Benefits Events

These common scenarios demonstrate how coordination of events works. These examples assume:

You enter the events with the later event date first.

Example: You enter the promotion before the beneficiary change.

No overlap occurs in coverage types between the events.

Example: If Promotion includes Health, and Beneficiary Change includes Insurance, there’s no overlap in coverage types.

There’s no loss or gain in coverage eligibility.

If there’s an overlap in coverage types or a loss or gain in eligibility, Workday always places the later event on hold. Workday reprocesses the later event after the earlier event completes.

An employee has these benefit enrollment events in the current year.

Date	Event
January 1	Open Enrollment (Completed)
April 1	Marriage
May 1	Beneficiary Change
September 1	Promotion
January 1 (next year)	Open Enrollment (In Progress)

Workday processes the events as shown:

Events	Don’t Reprocess	Don’t Reprocess Future Event	Result
Open Enrollment (In Progress) and the Promotion.	Open Enrollment = Clear Promotion = Clear	Open Enrollment = Clear Promotion = Clear	Both events process at the same time.
Open Enrollment (In Progress) and the Promotion.	Open Enrollment = Selected Promotion = Clear	Open Enrollment = Clear Promotion = Selected	Both events process at the same time.
Promotion is entered and completed before the Beneficiary Change.	Promotion = Clear Beneficiary Change = Clear	Promotion = Clear Beneficiary Change = Clear	Promotion stays completed and the beneficiary change completes as normal.
Promotion is entered and in progress before the Beneficiary Change.	Promotion = Selected Beneficiary Change = Clear	Promotion = Clear Beneficiary Change = Selected	Both events process at the same time.
Beneficiary Change is entered and in progress after the completed Open Enrollment.	Beneficiary Change = Clear Open Enrollment = Selected	Beneficiary Change = Selected Open Enrollment = Clear	Open Enrollment stays completed and the beneficiary change completes as normal.

Steps: Set Up Enrollment Events and Rules