Concept: Processing Passive Events for the First Time

The first time that you generate passive events for a particular passive event rule, it is best to schedule and generate preview alerts for a different time. Otherwise, some employees receive preview notices after they've met conditions specified in the passive event rule.

Example:

You define a schedule for generating passive events and alerts every day for dependent children who age out of health coverage. You set up preview alerts to be sent out 3 weeks, 2 weeks, and 1 week before the date when a dependent turns 26.

If you process the passive event rule for the first time on January 31, the initial process run identifies and sends the 3 preview alerts to all employees whose dependents turned 26 on or before January 31, even though some dependents have already met conditions of the event rule.

When a preview alert runs at the same time as a passive event, Workday can't identify the employees who have already met passive event rule conditions and sends alerts to everyone. To avoid this situation, schedule and run preview alerts separately from passive events the first time you process a passive event rule. In the

Schedule Passive Events

task:

Select only the

Generate Passive Events

check box for the first run of a passive event rule. Workday generates enrollment events for anyone who has already met rule conditions without sending alerts.

From then on, select both the

Generate Passive Alerts

and

Generate Passive Events

check boxes when you schedule and process the rule. Workday sends alerts to anyone who meets rule conditions in the future.

Workday recognizes that employees processed in the first run of a passive event rule have already met its conditions and doesn't send preview alerts to those employees.