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Administrator Guide
Last Updated: 2023-06-23
Troubleshooting: Passive Events

Troubleshooting: Passive Events

Passive events don't trigger benefit enrollment events.

Cause
Solutions
The worker hasn't had a change in eligibility that would trigger an enrollment event.
Security:
Manage: Benefits for Organizations
 domain in the Benefits function area.
  1. Access the
    Benefits Eligibility by Benefit Group
     report.
  2. Run the report for past and current dates to check if the worker has gained or lost eligibility for the benefit plan.
The worker doesn't meet the requirements for the eligibility rule.
Verify that the worker is eligible for the enrollment event.
Security:
  • Set Up: Benefits
     domain in the Benefits function area.
  • Person Data: Personal Information
     domain in the Personal Data functional area.
  1. Open the profile of the worker.
  2. To view benefit group and eligible benefit plans, select
    Benefits
    View Benefits Eligibility
     from the worker's related actions menu.
    To view the current benefit enrollment information, select
    Benefits
    View Current Benefit Elections
     from the worker's related actions menu.
  3. Access the
    Edit Passive Event Rule
     task.
  4. View the
    Benefit Eligibility Rule
     and compare the
    Benefit Groups
     with the groups the worker is eligible for.
The passive event doesn't meet the criteria to trigger the enrollment event.
Security:
Set Up: Benefits
 domain in the Benefits function area.
  1. Set up the
    Set Up: Benefits
     domain in the Benefits functional area.
  2. Access the
    Edit Passive Event Rule
     task and check the event.
  3. Click the
    Event Rule Type
     and
    Benefit Eligibility Rule
     links. Verify that they’re compatible.
    Verify that the passive event rules:
    • Invert eligibility rules associated with benefit plans that employees lose when the event takes place.
    • Mirror eligibility rules associated with benefit plans that employees gain when the event takes place.
    • Meet the event date requirements. Workday uses the run date that picked up the employee as the event date. This date might differ from the date on which an employee first satisfies the passive event rule conditions.
  4. Check whether you've scheduled the passive event to run. Access the
    Schedule Passive Events
     task. Make sure that the rule runs frequently enough, but not so frequently to cause performance impacts.
Workday can't rerun the passive event rule for the worker to register a change.
Set Up: Benefits
 domain in the Benefits function area.
  1. Access the
    Edit Passive Event Rule
     task.
  2. Select the
    Is Re-Runnable
     check box for the event.
The passive event rule schedule is inactive.
Set Up: Benefits
 domain in the Benefits function area.
  1. Access the
    Schedule Passive Events
     task.
  2. Reactivate the passive event schedule.