Steps: Set Up Multiple Jobs for Benefit Eligibility

You can base benefit eligibility on information pulled from the employee's primary job, or any of their other jobs. To set up Workday so that you base benefits eligibility on multiple jobs, you can:

Option A: Select the jobs Workday uses to determine benefit eligibility, 1 employee at a time.

Option B: Create rules and assign the rule to a benefit group. Workday can automatically define which jobs to use to determine an employee's benefit eligibility.

Option C: Use a combination of both methods. Let Workday automatically define the benefit jobs used and then override selected employees.

Access the

Edit Tenant Setup - HCM

task.

Select Multiple Jobs
in the

Position Setup Options

field. Verify that employees can have additional or international jobs. See Reference: Edit Tenant Setup - HCM for details.

Create Insurance Coverages.

Select the

Combine Benefit Jobs for Salary Source

check box to define how Workday calculates the employee's salary for insurance coverage.

Create Insurance Rates.

Create rate tables containing insurance plan costs based on amount of covered salary.

Create Custom Business Processes.

(Option A) Configure the Change Benefit Jobs
business process to meet the needs of your organization. Add the Change Benefit Elections
to the business process for Workday to perform a benefit eligibility check when you use the Change Benefit Jobs
task.

Edit Business Process Security Policies.

(Option A Only) Review the security policy for the Change Benefit Jobs
business process under the Benefits
domain.

Create Enrollment Events.

(Option A Only) Create a benefit event that defines how Workday processes the changes made to employee jobs used to determine benefit eligibility.

Create Selection Rules for Benefit Jobs.

(Option B Only) Create condition rules that Workday uses to determine which employee jobs to use to determine benefit eligibility.

Assign Benefit Job Selection Rules to Benefit Groups.

(Option B Only) Assign the benefit job eligibility rule to a benefit group. Workday automatically determines which jobs to use to determine eligibility for all employees in the benefit group.

Change Jobs Used for Benefit Eligibility.

(Required for Option A, optional for Option B) Select 1 or more of the employee's jobs to use to determine benefit eligibility. For Option B, this selection overrides the automatic job selections made by Workday based on how you configured the Benefit Job Selection Rule.

Use

View Benefit Jobs

report to see a list of jobs, by employee, that Workday uses to determine benefit eligibility as of a given date.

Use the

View Benefit Eligibility

report to see what plans the employee is eligible for.

Use the

Benefit Jobs Eligibility and Position Summary

report to see a list of employees, their current positions, and the jobs Workday uses to determine benefits eligibility.

Steps: Set Up Benefits