Reference: Health Savings and Spending Accounts Enrollment Options

If you need to approve or correct the plan entries, you can view these enrollment records:

Health Savings Account (HSA).

Spending account.

You can see additional fields in the enrollment record that the employee can't.

Employees can change health savings and spending account contributions as long as Workday can take the payroll deduction during the same plan year.

This table displays the available fields and identifies the additional fields that you can use to view employee enrollments. Both HSA and spending account enrollments use the same fields.

Field Name	Visible	Who can see this?
Your estimated contributions made this year	Displays for midyear events that are not open enrollment events.	Admin and employee
Actual contributions from payroll	Displays when you use Workday Payroll.	Admin
Per Paycheck	Displays the contribution amount per paycheck. When you enter a value, Workday automatically updates the Annual field.	Admin and employee
Annual	Workday displays: Zero, when the employee is newly eligible or previously waived the plan. The elections that the employee made in their last enrollment when this event is a midyear change. When you enter a value, Workday automatically updates the value in the Per Paycheck field. The value: Must be equal to or greater than the contribution minimum defined on the benefit plan. Must be equal to or less than the contribution maximum defined on the benefit plan. If the change occurs at midyear, the value must be equal to or greater than the value in the Your estimated contributions made this year field. However, if the plan minimum is zero, you can enter zero, even if the employee made previous contributions in the year.	Admin and employee
Total Paychecks or Remaining Paychecks (for midyear event)	Displays when: You maintain period schedules and clear the Do Not Calculate Remaining Pay Periods check box on the plan. The value is the number of periods left in the benefit plan year. You select the Do Not Calculate Remaining Pay Periods check box and this event is for open enrollment. Workday automatically displays the frequency associated with the benefit group. You select the Do Not Calculate Remaining Pay Periods check box and this event isn’t for open enrollment. The value is zero. You don't maintain the period schedules and you clear the Do Not Calculate Remaining Pay Periods check box on the plan. The default value is zero.	Admin and employee
Use Paycheck Override	When selected, Workday applies the change across all HSA and spending accounts.	Admin
Number of Paychecks	Displays if you select the Use Paycheck Override check box. Enter the number of deductions in case of a life event.	Admin Employee if you select the Do Not Calculate Remaining Pay Periods check box with a benefits life event.
Contribution	Displays when the frequency of the benefit group is different to than the frequency associated with the employee's pay group.	Admin and employee
Total Annual Contribution	Displays all contributions, including employer contributions, if any.	Admin and employee

Your employee changes their spending account enrollment at the end of the plan year.The change can occur only if the employee can take the deduction as an employee deduction. Example:

The employee has a benefit event on 12/23.

The pay period frequency occurs biweekly: 12/16 and 12/29.

The pay date occurs on 1/3 of next year.

The period ends in the current year, but Workday can't take the deduction until the next year.

Workday prevents the enrollment from completing.

Calculate

Your estimated contributions made this year

Your employee enters these values during the enrollment.

Field	Value
Your number of remaining Payroll deductions for the year	15
Your estimated contributions made this year	600 - (25 * 15) = 225
How much do you want to contribute for the total year	600
How much do you want to contribute per paycheck Or How much do you want to contribute	25

Create Health Savings Account Plans

Create Spending Account Plans