FAQ: Open Enrollment

During open enrollment, why are employees enrolled in plans before making their elections?

If you select the

Auto Enroll

flag of the plan, all eligible employees are automatically enrolled in the benefit plan when open enrollment starts.

To make sure that Workday doesn't automatically enroll employees in this plan:

Access the

Edit Benefit Plan

task.

Clear the

Auto Enroll

check box.

During open enrollment, why aren't eligible employees automatically enrolled into the expected benefit plans?

If you clear the

Auto Enroll

check box in the plan, Workday doesn't automatically enroll employees in the benefit plan when open enrollment starts.

To enroll employees automatically in this plan:

Access the

Edit Benefit Plan

task.

Select

Auto Enroll

Which employees are eligible for which plans in the open enrollment I'm about to start?

To determine which employees are eligible for the open enrollment after you start it, use the

Benefits Eligibility

report with the start date of the open enrollment window. The report lists employees by the benefit group eligible for open enrollment and benefit plans that they’re eligible for, as of the start date of the planned open enrollment.

What happens to an employee who is on leave when I start open enrollment?

If eligible employees are on a leave of absence when you start open enrollment, they can make benefit elections as long as they can access Workday. Otherwise, Benefits Partners can enter elections on the employee's behalf.

Why does Workday display a lower coverage amount for life insurance than the employee elected?

During open enrollment, an employee might select a coverage amount higher than the minimum. Workday automatically sets the coverage to the amount defined by the Evidence of Insurability (EOI) rules. When the employee gets EOI approval, Workday restores the amount to the level originally specified by the employee.

How do I handle workers that we hire after open enrollment closes, but before the elections take effect?

You can enable the newly hired employee to participate in open enrollment, while enforcing any required waiting period. Complete the

New Hire

benefit event first and then add the employee to open enrollment.

Why aren't the appropriate benefit plans available to employees during open enrollment?

The most likely reasons are:

You haven't added benefit plan to the benefit plan year definition. Access the

Edit Benefit Plan Year Definition

task and select the benefit plans that you want employees to select.

You haven't added the employee's benefit group to the benefit plan. Access the

Edit Benefit Plan

task and add the benefit groups to which the employees belong to the

Benefit Rates and Eligibility

table.

How can I see the benefit elections employees made during open enrollment?

After finalizing open enrollment, you can see the benefit elections by running the

Benefit Census

report.