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Administrator Guide
Last Updated: 2024-01-26
Concept: Custom Validations for Benefits Enrollment Events

Concept: Custom Validations for Benefits Enrollment Events

You can create custom validations for benefits open enrollment and life events. You can create critical error or warning messages to display when a worker makes a mistake while electing their benefits. Custom validations prevent Workday from processing benefit elections that you identify as invalid or incomplete. With the
Maintain Custom Validations
 task, you can configure custom validations for these types of election options:
  • Benefit Coverage Types
  • Benefit Elections
  • Benefit Employee Enrollment Event
Security
The
Maintain Custom Validations
 task is secured to the
Set Up: Custom Validations
 security domain in the System functional area.
Examples
You can use custom validations for benefit events in these and other use cases:
  • To require attachments for new dependents.
  • To require the same coverage target levels on unrelated plan types.
  • To enforce whole numbers (Examples: beneficiaries; retirement plans).
  • To prevent workers from waiving a plan under certain conditions.
  • To prevent increases or decreases to the contribution percentage during a life event.
  • To prevent the enrollment of multiple spouses or domestic partners.
When creating custom validations, ensure that you don't use quotes or special characters in the description. Examples: @, #, $, &.
See Steps: Set Up Custom Validations. Workday displays the error message when it processes the transactions that meet the conditions for the validations.
Translation
You can translate validation text with the
Translate Custom Validation Notifications
 task.
Web Services
You can use these web services with custom validation for benefits election events:
  • Get Custom Validation Rules
  • Put Custom Validation Rules
Report Fields
You can use report fields as is and to create calculated fields for the custom validation rules.
On the Benefit Election business object:
  • Changed Benefit Plan Selection
  • Increased Insurance Coverage
  • Previously Elected
On the Enrollment Offering business object:
  • Any Attachments on the Benefit Event?
  • Changed Benefit Coverage Level or Target
  • Changed Contribution Percent or Amount
  • Changed Dependents on Coverage Type
  • Dependent Added to Coverage Type
  • Enrollment Event for Enrollment Offering
  • Enrollment Offering Type
  • Waived Benefit Coverage Type
Considerations
As you use custom validations for enrollment events, consider:
  • Warnings and errors display when the worker clicks the
    Submit
     button on the enrollment event.
  • Custom validations don't display when using the
    Correct Benefits
     task to correct a benefit event.
  • Custom validations don't support effective dates.
  • The
    Change Benefits
     and
    Enroll in Retirement Savings Plans
     web services don't support custom validations.
  • The Workday mobile app only supports custom validation for critical errors on benefit enrollments. Validations that are warnings don't display to users on mobile devices.