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Last Updated: 2024-03-08
Example: Set Up a Passive Event for Pension Auto-Enrolment (UK)

Example: Set Up a Passive Event for Pension Auto-Enrolment (UK)

This example illustrates how to configure Workday, using a passive event, to automatically enrol workers in a retirement savings plan when they reach eligibility.
Global Modern Services must regularly assess and enrol workers in a pension scheme, according to UK pensions auto-enrolment legislation.
You, as the payroll administrator, work with the benefits administrator to set up a process that enrols eligible workers in the retirement savings plan. You create a passive event process so that Workday automatically enrols the workers.
Set up a retirement savings plan for auto-enrolment, including:
  • A benefit group named
    Active Employees in U.K
    .
  • A benefit eligibility rule named
    Benefit Plan Eligibility Rule
    .
  1. Set up a benefit event type that identifies when a worker is eligible for pension auto-enrolment.
    1. Access the
      Create Benefit Event Type
       task.
    2. Configure these settings:
    Option Description
    Name
    Auto Enrolment Event
    Enrollment Offering Type
    Pension
    Route Enrollment to Benefits Partner
    Select the check box.
    Days to Enroll Calculation
    Event Date
    Days to Enroll
    2
  2. Create a passive event rule for auto-enrolment eligibility.
    1. Access the
      Create Passive Event Rule
       task.
    2. Configure these settings:
    Option Description
    Name
    Auto Enrolment
    Benefit Event Type
    Auto Enrolment Event
    Benefit Eligibility Rule
    Auto Enrolment Eligibility
    Benefit Group
    Active Employees in U.K.
  3. Schedule the passive event.
    1. Access the
      Schedule Passive Events
       task.
    2. Configure these settings:
    Option Description
    Run Frequency
    Select
    Run Now
    .
    Request Name
    Auto Enrolment
    Passive Event Rules
    Auto Enrolment
    Generate Passive Events
    Select the check box.
After you calculate and complete payroll, Workday identifies workers eligible for pensions auto-enrolment and automatically enrols them in the retirement savings plan.