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Administrator Guide
Last Updated: 2024-03-22
Start Open Enrollment

Start Open Enrollment

  • Set up open enrollment.
  • Security:
    Process: Open Enrollment
     in the Benefits functional area.
You can start and manage the event by benefit group.
Avoid any benefit configuration changes after you start open enrollment. While most changes won't take effect, some might cause errors that prevent employees from enrolling. If you must make a change, you most likely need to cancel and then reinitiate the open enrollment.
  1. Access the
    Initiate Open Enrollment
     task.
  2. Select whether to initiate open enrollment now or at a later date from the
    Run Frequency
     prompt. As you complete this task, consider:
    Option Description
    Initiated On
    Automatically populates the current date.
    Open Until
    The closing date for open enrollment.
    If you close your open enrollment on a Friday, Workday recommends that you inform your employees that Workday is unavailable on Friday evenings due to weekly updates.
    Event Date
    The date you want the elections to take effect.
    Verify that you select the correct effective date because you can't change it after you initiate open enrollment.
    Exclude Workers in Waiting Period or Without Eligible Plans
    Select this check box to exclude employees in a waiting period from an earlier enrollment event or that aren't eligible for any plans.
    Workday excludes employees in a waiting period when:
    • The waiting period end date is after the open enrollment event date.
    • The coverage types in the earlier event and the open enrollment match.
Workday:
  • Displays benefit plan mapping.
  • Displays
    Eligible Workers
    .
  • Coordinates how Workday processes multiple benefit events.
  • Coordinates how Workday processes benefit events occurring on the same day.
  • Sends a notification to the employee or the benefits administrator so that benefit elections can begin.
  • Initiates open enrollment immediately or on the scheduled date.
  • Adds scheduled initiation events to the
    Active Schedules: Initiate Open Enrollment
     tab of the
    Open Enrollment Status Report
     report.
To see differences between an employee's current and past benefit elections, run the
Benefit Changes
 report.
To delete an active open enrollment initiation schedule, run the
Open Enrollment Status Report
. From the related actions menu of the schedule, select
Scheduled Future Process
Suspend
. You can then delete the schedule. Alternatively, select
Scheduled Future Process
Run Now
 to initiate the event immediately.