Create Passive Event Rules

Security: Set Up: Benefits
in the Benefits functional area.

Create benefit plan and dependent eligibility rules using the

Create Benefit Eligibility Rule

Edit Benefit Eligibility Rule

tasks.

You can use existing benefit plan and dependent eligibility rules, or create new rules to use specifically for passive events.

Create benefit event types for the passive event rules using the

Create Benefit Event Type

task.

Create benefit groups using the

Create Benefit Group

Edit Benefit Group

tasks.

Create passive event rules to:

Identify employees to evaluate for benefit eligibility. Example: all employees >= age 65.

Unlike eligibility rules associated with specific benefit plans, passive event rules don't confer or deny eligibility for health care, insurance, or other benefits. Instead, their purpose is to identify employees to evaluate for benefit eligibility due to retirement, seniority, or other changes related to the passage of time. Workday uses the eligibility rules for the benefit plan to determine if an employee who meets passive event rule conditions is eligible for a particular benefit.

Schedule preview alerts to employees to inform them that a passive event is about to occur. You can instruct Workday to send alerts at regular intervals before the event occurs. Examples: 60 days before employees turn 65, 30 days before the event occurs, and again 15 days before the event occurs.

Preview alerts are email notices. Set up email addresses for your employees before you generate preview alerts.

Access the

Create Passive Event Rule

Edit Passive Event Rule

task.

Specify the

Benefit Life Event Type

Select a

Benefit Plan

Dependent Eligibility Rule

The rule tells Workday which employees to evaluate for benefit eligibility and target for preview alerts.

Identify the

Benefit Group(s)

that use the passive event rule.

Consider:

Option	Description
Notify Prior to Event Date	Select the number of days, weeks, or months before the event date that you want Workday to send a preview alert. You can define multiple preview alerts for the same event. Example: Send 1 alert 30 days before an event takes place, and send another 15 days before the event takes place. To create alert frequencies, use the Maintain Calculated Dates task.
Subject	Configure the subject line of the email alert message.
Message Text	Configure the text of the alert to send to employees before the passive event. You can embed hyperlinks in the text of your message. However, you must use the full web address format. Example: http://www.url.com .

Define a schedule for:

Generating enrollment events for employees who have benefit gains or losses resulting from a passive event.

Generating preview alerts.

Concept: Passive Event Rules