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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Evidence of Insurability

Steps: Set Up Evidence of Insurability

Set up the levels of change an employee can make during enrollment that triggers the evidence of insurability (EOI) process.
During enrollment, Workday determines whether to trigger EOI when an employee elects an insurance plan by identifying:
  1. The event type.
  2. Which loss of coverage rules apply based on whether the employee enrolled in an insurance plan, waived coverage, or newly eligible for a new plan.
  3. Which benefit plans to use when determining whether to trigger EOI. Is the
    Include All Benefit Plans in Coverage Type for EOI
    check box selected for any of these sections on the
    Create Enrollment Event Rule
     task?
    • Currently Covered
    • Currently Waiving
    • New Eligible
    If yes, then use all the coverage levels from all benefit plans within the coverage type. If no, then only use the relevant benefit plan.
  4. If the employee elected an amount that is greater than or equal to:
    • For
      Currently Covered
      :
      • Maximum Levels of Change Allowed without EOI
      • Maximum Amount of Change Allowed without EOI
      • Guaranteed Issue Amount
      • Guaranteed Issue Multiplier
    • For
      Currently Waiving
       or
      Newly Eligible
      :
      • Guaranteed Levels without EOI
      • Guaranteed Issue Amount
      • Guaranteed Issue Multiplier