FAQ: Passive Events
How are passive events different from standard enrollment events?
Unlike most enrollment events, you don't have to report manually passive events for the
affected employees. You can instruct Workday to identify and route an enrollment
task to workers that have benefit gains or losses resulting from the event.
Passive events don't establish or determine eligibility for benefits only once, when Workday
launches the event. During open enrollment, Workday assesses an employee's
eligibility for benefits when initiating the enrollment event. Workday doesn't
automatically re-evaluate the employee's eligibility and change their status
following open enrollment. The employee or an administrator must report another
event to force evaluation of the employee's eligibility for benefits. Example: A
location change or job change event. By contrast, you can schedule passive events to
evaluate employee eligibility at any time, either on demand or at regularly
scheduled intervals.
You can define preview alerts for a passive event to notify automatically employees that an
event is about to occur. Example: A 65th birthday or the aging out of a dependent is
about to occur. You can generate these alerts at regular intervals before the event
date.
How do I test a passive event rule to make sure that it selects the correct
employees for processing?
To verify that a passive event rule identifies the correct employees, run the
View
Workers
report. To access this report, select as a related action on the passive event rule. To verify that a passive event rule correctly identifies a particular employee, run the
Test Workers
report. To access this report, select as a related action on a passive event rule and select the employee. What is the difference between eligibility rules associated with benefit plans
and the eligibility rules used to define passive events?
Unlike eligibility rules associated with specific benefit plans, passive event rules don't
confer or deny eligibility for health care, insurance, or other benefits. They
identify employees for Workday to evaluate for benefit eligibility due to
retirement, seniority, or other changes due to the passage of time. An employee who
meets passive event rule conditions is eligible for a particular benefit only if
they meet the eligibility rules associated with the benefit plan.
Example: A passive event rule for a retirement event identifies all employees who are 65 years
old. The eligibility rule for the employees' health care plan determines whether
they either:
- Can keep their current plan.
- Lose eligibility when they turn 65.