Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2026-04-03
Steps: Manage Evidence of Insurability

Steps: Manage Evidence of Insurability

  • Set up enrollment event rules.
    To define rules for handling changes in insurance coverage, use the
    Level of Change - Currently Covered
    ,
    Levels of Change - Currently Waiving
    , and
    Levels of Change - Newly Eligible
     tabs.
  • Complete and finalize open enrollment or a benefit event.
Track and record workers' evidence of insurability (EOI) status.
  1. Access the
    Manage Evidence of Insurability Status
     task.
  2. Search for workers with EOI activity.
  3. Select the workers whose EOI status you want to review or update.
    • Select the
      Select All
       check box, if you want to review or update all the workers listed.
    • Select the
      Select
       check box next to each worker's name to review or update individual workers.
  4. Select the action you want to take on the selected workers:
    Option Description
    Approve for selected
    Change the workers EOI status to
    Approved.
    Deny for selected
    Change the workers EOI status to
    Denied.
    Email for selected
    Send an email to the workers regarding their EOI status.
    You can also select the
    View Details
     link next to each worker.
Workday displays a confirmation page, where you can create the email message. Email notifications are sent to the worker's primary work email address. If workers don't have a work email address, they won't receive EOI status notifications.
Depending on the selected action, Workday updates the insurance coverage to the:
  • Full amount elected as defined in the
    EOI Takes Effect On Date
     field for the benefit group, when the action is
    Approved
    .
  • Waived
    , when the action is
    Denied
     and the
    Guaranteed Issue Amount
     is zero.
  • Guaranteed Issue Amount
    , when the action is Denied and the
    Guaranteed Issue Amount
     is greater than zero.
  • Prior coverage amount, when the worker has prior coverage and that coverage amount is greater than the guaranteed issue amount.
To update an EOI status from approved to denied or denied to approved, you must correct the underlying benefit event. From the worker's profile, select the relevant benefit event. From the related actions menu of the event, select
Correct Benefits
. Waive the plan and save your changes. Review the benefit event again and re-elect the same benefit plan.