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Administrator Guide
Last Updated: 2023-06-23
Troubleshooting: Enrollment Events

Troubleshooting: Enrollment Events

Workday doesn't create a benefit event for a qualifying job change.

Cause
Solution
You didn't configure the
Change Benefit Elections
 step on the
Change Job
 business process.
Edit Business Processes
Add the
Change Benefit Elections
 step.
Workday doesn’t reach the completion step on the
Change Job
 business process before evaluating the
Change Benefit Elections
 step. Example: You might have a condition rule on an approval step that serves as the completion step. If the condition causes Workday to bypass the completion step, it can prevent Workday from evaluating the
Change Benefit Elections
 step.
Edit Business Processes.
Add a step that runs between the completion step and the
Change Benefit Elections
 step. Example: Add a report.
You've added a custom condition rule to the
Change Benefit Elections
 step that might be preventing Workday from creating the benefit event.
Create Business Process Condition Rules.
Test the custom conditional rule by removing or revising it to determine if it prevents Workday from creating the benefit event.
Other steps in the business process block the benefit election step.
Security:
Worker Data: Historical Staffing Information
 domain in the Staffing functional area.
Access the
View Worker History
 report to determine if another step, like an approval, is blocking the progress of the event.
You need to add the
Change Job
 benefit event row in the event type of the benefit enrollment.
Security:
Set Up: Benefits
 domain in the Benefits functional area.
  1. Access the
    Maintain Enrollment Event Types
     report.
  2. Select the event type of the job change.
  3. Add a row in the
    Events and Reasons
     grid and select
    Change Job
    .
The benefit event for the job change has reason restrictions, but the reason for the worker's job change isn't in the
Restricted by Reason
 list.
Security:
Set Up: Benefits
 domain in the Benefits functional area.
  1. Access the
    Maintain Enrollment Event Types
     report.
  2. Select the enrollment event type for the change job.
  3. Do 1 of these actions:
    • Select the missing reason from the
      Restricted by Reason
       prompt in the
      Events and Reasons
       grid.
    • Unless you have different events for job changes, remove all of the reason restrictions.
There’s a missing benefit coverage type on the benefit event type.
Security:
Set Up: Benefits
 domain in the Benefits functional area.
  1. Access the
    Edit Benefit Event Type
     task.
  2. Select the missing coverage type from the
    Enrollment Offering Type
     prompt.
There are missing benefit coverage types on the coverage rule for the enrollment event rule.
Security:
Set Up: Benefits
 domain in the Benefits functional area.
  1. Access the
    Edit Enrollment Event Rule
     task.
  2. On the
    Coverage Rules
     tab, add the missing benefit coverage types.

Workday creates a benefit event for a job change that doesn't qualify for selecting benefits.

Cause
Solution
Workday doesn't have a record that the employee waived coverage because:
  • The benefit type for the job change includes a coverage type that you haven't previously offered the worker through Workday.
  • Workday didn't load waive records when you imported benefits from a third-party vendor.
Ensure that Workday generates the waive record for the worker's benefit enrollment event.
  1. Access the
    Edit Benefit Event Type
     task.
    1. Add all hire event coverage types for the benefit event of the job change.
    2. Add needed coverage types, or remove any unneeded ones, from the benefit event for the job change.
    Security:
    Set Up: Benefits
     domain in the Benefits functional area.
  2. Access the
    Create Passive Event Rule
     task.
    Configure a passive event rule that enrolls or waives the worker in the benefit plan when the worker becomes either:
    • Hired.
    • Eligible for benefits.
    Security:
    Set Up: Benefits
     domain in the Benefits functional area.
You selected the
Can select any plan
 option on the coverage rule.
Security:
Set Up: Benefits
 domain in the Benefits functional area.
  1. Access the
    Edit Enrollment Event Rule
     task.
  2. On the
    Coverage Rules
     tab, select
    Only on Eligibility Change
     from the
    Allowed Benefit Plan Changes
     prompt.