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Administrator Guide
Last Updated: 2023-06-23
Discontinue Benefits on Termination

Discontinue Benefits on Termination

Configure the
Termination
 business process and security policy in the .
You can automate the termination of benefits when you terminate an employee by adding the
Change Benefit Elections
 action step to the
Termination
 business process. When you add this step to the business process, Workday automatically applies the If There Is an Effect on Employee Benefits condition rule to determine whether a termination results in a loss of benefits based on both:
  • Benefit group.
  • Benefit plan eligibility rules.
  1. From the related actions menu of the
    Termination
     business process, select
    Business Process
    Edit Definition
    .
  2. Select an effctive date and click
    OK
    .
  3. Add the action to the business process definition.
    action and set the value of
    Optional
     to
    No
    .
    1. On the
      Type
       prompt, select
      Action
      .
    2. On the
      Specify
       prompt, select
      Change Benefit Elections
      .
    3. Clear the
      Optional
       check box.
    4. On the
      Group
       prompt, select the role that will complete the benefits termination task. Examples:
      Benefits Partner
       or
      Benefits Administrator
      .
    In general, add actions and associated condition rules after steps that provide data or information evaluated by these rules.
  4. Click
    OK
     and
    Done
    .
When you terminate an employee, Workday routes an enrollment task to the roles you select the
Group
 prompt if the termination event requires someone to make an election on behalf of the employee.