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Administrator Guide
Last Updated: 2024-03-08
Set Up Benefits Billing Reporting

Set Up Benefits Billing Reporting

Configure the
Benefits Billing Event
 business process default definition and security policy in the Benefits functional area.
Workday enables you to designate a benefits billing status for employees who are maintaining their benefits contributions while they're not receiving pay. Benefits billing statuses are used for reporting and tracking, and have no impact on payroll.
You can configure the
Benefits Billing Event
 business process to enable employees to designate how they prefer to contribute to their benefits when they go into a nonpay status, such as when they request a leave of absence. Benefits Administrators can also create a benefits billing event for an employee at any time.
  1. Edit Business Processes.
    Add the
    Initiate Benefits Billing
     step on these business processes:
    • Change Benefits for Life Event
    • Request Leave of Absence
    Add the
    Review Benefits Billing
     step on the
    Request Return from Leave of Absence
     business process.
When an employee changes their benefits for a life event, or requests a leave of absence, Workday generates a benefits billing event. The employee receives a
My Tasks
 task in which they select
Direct Pay
 or
Payroll Deduction
 for each coverage type they're enrolled in and contribute a nonzero amount to.
When an employee requests a return from leave of absence, Benefits Administrators receive a
My Tasks
 task in which they review and update the employee's benefits billing event.
Self-service users can:
  • Access the
    View My Benefits Billing History
     task from the related actions menu of their worker profile.
  • View the
    My Benefits Billing History
     tab in the Benefits section of their worker profile.
Benefits Administrators can access the
Create Benefits Billing Event
 standalone task to create a benefits billing event for an employee.
Run a custom report to track workers who are in a nonpay status while maintaining their benefits, and how they prefer to pay for each coverage type.
Access the
Maintain Custom Labels
 task to override the terms
Direct Pay
 and
Payroll Deduction
 with your organization's preferred terms.