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Administrator Guide
Last Updated: 2023-06-23
Concept: Hiding Benefit Plans from Configuration Prompts

Concept: Hiding Benefit Plans from Configuration Prompts

You can hide benefit plan names from the
Benefit Plan
 prompt in tasks and reports to avoid using obsolete benefits plans. Examples:
  • Creating or editing benefit plan year definitions.
  • Creating earnings and deductions.
  • Defining cross-plan dependencies.
You can select the
Do Not Use
 check box on the benefit plan to append a label of
Do Not Use
 to the name. Workday hides these plan names from configuration prompts. This label makes it easier to view obsolete plans in benefit plans year definitions and in reports.
By selecting this check box, you don't affect the active status of the benefit plan. To inactivate the benefit plan, remove it from the benefit plan year definition.
You can also use the
Do Not Use
 field on the
Benefit Plan
 web service to hide benefit plans.
After you select the check box, you can use the
Benefit Plans
 report to view plans with the label
Do Not Use
. You can then remove obsolete plans from the current benefit year plan definitions.
You can continue to search for and select the plan name in search prompts. To view hidden plans, you can access the
Edit Benefit Plan
 task. From the
Benefit Plan
 prompt, select
All Benefit Plans Marked Do Not Use
.

Effective Dating

Workday uses the effective date of the plan to determine when to display the
Do Not Use
 label in the benefit plan name. When you use a future date, Workday also appends the effective date in some prompts that don't use effective dating.
Example: On the
Edit Earning
 task, Workday displays the
Benefit Plan
 prompt on the
Non-Effective Dated
 tab. Workday might display the benefit plan name as
GMS Dental Plan (Do Not Use as of 02/22/2022)
.

Affected Configuration Prompts

Workday hides benefit plan names with the
Do Not Use
 label from these tasks:
  • Create Benefit Credit
     (Insurance Cost Lookup Credit types only).
  • Create Benefit Group
    , on the
    Benefit Plan Mappings
     tab.
  • Create Benefit Plan Year Definition
    .
  • Create Cross Plan Insurance Coverage Maximum
    .
  • Create Cross Plan Insurance Percentage Maximum
    .
  • Create Cross Plan Enrollment Prerequisite
    .
  • Create Cross Plan Retirement Savings Contribution Maximum
    .
  • Create Deduction
    .
  • Create Earning
    .
  • Edit Benefit Credit
     (Insurance Cost Lookup Credit types only).
  • Edit Benefit Group
    , on the
    Benefit Plan Mappings
     tab.
  • Edit Benefit Plan Year Definition
    .
  • Edit Cross Plan Insurance Coverage Maximum
    .
  • Edit Cross Plan Insurance Percentage Maximum
    .
  • Edit Cross Plan Enrollment Prerequisite
    .
  • Edit Cross Plan Retirement Savings Contribution Maximum
    .
  • Edit Deduction
    .
  • Edit Earning
    .
  • Maintain Benefit Defaults
    .