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Administrator Guide
Last Updated: 2023-06-23
Concept: Checking Benefit Group Eligibility

Concept: Checking Benefit Group Eligibility

Workday tasks frequently access workers' eligibility for a benefit group, which can impact performance. Workday saves the workers' eligibility status to improve the performance of these checks.
Workday performs a daily check for benefit group eligibility and saves (persists) the results. You can use these results to improve the performance of tasks, reports, and integrations that Workday has enabled.
Enable persistence with the
Edit Tenant Setup - HCM
 task by selecting the
Use Persisted Benefit Groups
 check box. Hover over the check box name to see what tasks, reports, and integrations Workday has enabled to use the saved values.
You can run the
View Workers with Different Eligible and Persisted Benefit Groups
 report to determine whether to use the check box at any given time. The report displays any workers with eligibility differences for an effective date between:
  • The current benefit group.
  • The most recent persisted benefit group as of the effective date.
Depending on the results, you can:
  • Use the saved eligibility results by selecting the
    Use Persisted Benefit Group
     check box.
  • Access the
    Schedule Benefit Group Detection
     task and update the saved values.
  • Use current eligibility by clearing the
    Use Persisted Benefit Groups
     check box.
If you have workers with changes, you might want to opt out temporarily. You can opt in or out at any time.