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Administrator Guide
Last Updated: 2024-03-08
Example: Configure Due Dates for Open Enrollment

Example: Configure Due Dates for Open Enrollment

The Workday administrator configures due dates based on an
Event Date
 or a
Calendar Date
. Due dates help set expectations for your users so they can prioritize and complete time critical components of a journey.
This example illustrates how to configure due dates differently based on 2 types of configurations.
Security: You must have
Set Up: Journey Administration
 in the Journeys functional area.
Betty wants to prepare for
Open Enrollment
 and ensure she does it on time.
As an administrator, you can set a due date for 2 weeks after a journey distribution event to give Betty 2 weeks to learn about their enrollment options. For Betty, updates to
Open Enrollment
 is from November 1st to November 15th of the year.
You must specify November 15th as the enrollment due date so that Betty doesn’t miss the deadline to enroll in benefits.
  1. Access the
    Journeys Workspace
     report to create a new journey.
  2. Access the
    Journeys Editor
     in the
    Journeys Workspace
     report.
  3. Create a new
    Step Group
     for
    Open Enrollment
      preparation and configure steps related to this event.
  4. To prepare, click the
    Steps
      1 at a time to open up the edit panel.
  5. Select
    Add Date
     from the Due Dates prompt in the
    Edit
     panel for the individual journey step.
    This opens up a pop-up displaying the 2 types of due dates, such as
    Event Date
     and
    Calendar Date
    .
  6. Select
    Event Date
     from the pop-up and configure the
    Event
     field to:
    Journey Received Date/Time
     and the
    Due in Relation to Event
     to
    Due 2 weeks after
    .
  7. Create a new
    Step Group
     for
    Open Enrollment
     selection, and configure the steps required for enrollment.
    For the
    Open Enrollment
     selection, follow step 4 through step 6, and this time you select
    Calendar Date
     from the pop-up and specify the date as November 15th.
  8. Click
    Calendar Date
     from the header of the pop-up and select November 15th.
  9. Select
    Check For Errors
      and set the journey for distribution on October 17th using the distribution methods documented in the Setup Considerations: Journeys topic.
Betty can see the
Open Enrollment
 journey in the
Awaiting Your Actions
section on the home page with the next step due on October 31st  when they access their home page on October 17th.
When Betty clicks the journey, they're:
  • Guided through the
    Open Enrollment
     preparation steps due on October 31st.
  • Once they navigate to the
    Open Enrollment
     selection steps, they're able to see the due date of November 15th.