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Administrator Guide
Last Updated: 2023-06-23
Set Up Passive Event Business Processes

Set Up Passive Event Business Processes

Configure the
Passive Event
 business process to instruct Workday where to route passive events. The passive event results in an enrollment task for an employee, a Benefits Partner, or other designated role.
Route enrollment task using a passive event to a role or security group directly in the
Passive Event
 business process definition.
  1. Access the
    Passive Event
     business process definition.
  2. As a related action on the
    Passive Event
     business process, select
    Business Process
    Edit Definition.
  3. Enter the
    Effective Date
    .
  4. Access the
    Change Benefit Elections
     step and identify the role to which to route the enrollment task for passive events in the
    Group
     field.
    Don't delete the
    Change Benefit Elections
     step in the
    Passive Event
     business process.
  5. Make the initiation step the completion step.
  6. If you need to route different passive events to different roles:
    1. Create a condition rule for each event type.
    2. Define two or more steps with the same order and action =
      Change Benefit Elections
      .
    3. Associate a different condition rule and role with each step. The condition rules must be mutually exclusive.
    Depending on how you define a passive event, Workday might ignore routing instructions for the event. It might automatically finalize it without sending an enrollment task to a Benefits Partner or employee. However, you must still provide routing instructions for the event.
To route passive events based on condition rules, assume that these events have different routing requirements:
  • Route to employee: An employee becomes eligible for a benefit after 1 year of service.
  • Route to Benefits Partner: A dependent reaches an age and becomes ineligible for benefits.
  1. Insert 2
    Change Benefit Elections
     steps in the
    Passive Events
     business process, 1 for each passive event with a different
    Route To
     role.
  2. Assign the same order to both steps.
  3. Create a condition rule for event type =
    Employee 1 Year of Service
     and associate it with the first instance of the
    Change Benefit Elections
     step. Select
    Employee
     in the
    Group
     field for this step.
  4. Create a condition rule for event type =
    Dependent Age Out
     and associate it with the second instance of the
    Change Benefit Election
     step. Select
    Benefits Partner
     in the
    Group
     field for this step.