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Administrator Guide
Last Updated: 2024-03-08
Finalize Open Enrollment Elections

Finalize Open Enrollment Elections

  • Open enrollment has closed.
  • Security:
    Manage: Benefits for Organizations
     in the Benefits functional area.
You can enforce default benefit elections for employees who haven’t submitted their elections by the close of the open enrollment window.
  1. Access the
    Open Enrollment Status Report
    .
  2. Select
    View Details
     on the open enrollment that you want to finalize.
  3. On the Open Enrollment Details page, select
    Finalize Open Enrollment
    .
  4. Finalize open enrollment by schedule.
    When closing open enrollment by schedule, select the
    Finalize Events After Closing
     check box in the
    Open Enrollment Details
     tab.
After you finalize open enrollment, employees can’t change their elections unless the
Enable Reopen of Open Enrollment Event
 feature is enabled for the open enrollment event type; however, Benefits Partners and Benefit Administrators can correct an employee's open enrollment elections from the:
  • Related action menu of the benefit event.
  • Active and Completed Open Enrollment Status Report
    .
Workday:
  • Automatically populates any necessary benefit elections to the employee and sets the status to
    Finalized
    .
  • Determines whether the worker needs to provide Evidence of Insurability (EOI) based on the event rules. If the provider requires EOI, Workday starts the EOI process.
  • Checks for events that have an event date following the finalized event with a status of
    On Hold
    . Workday cancels or rescinds that event, and creates a new event.
  • Determines if an employee has a birthday or service anniversary that moves them to a new rate band before the end of the benefit plan year.
    To determine if the employee moves to a new rate band, Workday calculates if the
    Calculate As Of
     value for
    Health Care Rate
     or
    Insurance Rate
     equals
    Event Date
    . It then checks if the employee has a birthday or service anniversary before the end of the benefit plan year. If yes, Workday records that event in a transaction log with an event date of the birthday or service anniversary. Integrations based on the
    Payroll Interface Output File
     template process the event when payroll runs for that period.
View your events scheduled to be finalized under the
Finalize Events After Closing
 column in the
Active Schedules: Close Open Enrollment
 tab of the
Open Enrollment Status Report
.
To correct any enrollment elections after you finalize open enrollment, access the
Active and Completed Open Enrollment Status Report
.
You can access
Benefit Premium Report - Health Care
 or
Benefit Premium Report - Insurance
 to see a list of benefit plan costs for:
  • A specific period.
  • One or more benefit plans.
  • A frequency.