Benefit Module Flashcards
Explain a Supervisory Organization
The Supervisory Organization is the primary organization structure in Workday Human Capital Management since all workers are hired into supervisory organizations.
What does the supervisory organization hierarchy do?
It documents the reporting relationships and management chain.
What does the benefit partner role based security group have access to?
The role has access to employees based on the supervisory organizations that they have been assigned to support, or based on a location hierarchy.
Note: The Benefits Admin Partner is not tied to organizations.
What do Benefit Groups do?
It groups workers. You group employees using a benefit group.
How can you create Benefit Groups?
You would use eligibility rules to define membership criteria. The Workers who meet the criteria specified in a benefit eligibility group rule are automatically assigned to that group.
Are benefit plans manually associated with a benefit group?
Yes
What is the ratio between worker and benefit group?
It is a one to one ratio - You are automatically assigned one benefit group.
Can a benefit plan be shared with more than one benefit group?
Yes
Provide some reasons why more than one benefit group could be required.
- Segments in your population with different open enrollment schedules.
- Multiple countries with different currency
- If there are healthcare and insurance plans with varying rates based on population
- If you have a population with different pay frequencies
- Different enrollment configuration options such as coverage begin and end dates, waiting periods, EOI requirements
- Reporting needs
Can you be eligible for more than one benefit group?
You should only be eligible for one benefit group. There is a benefit group audit report to determine if there are workers assigned to more than one group.
What are the two benefit related security groups that manage and process benefits?
The benefit Partner and Benefit Administrator Role.
Describe the benefit partner role.
It is an organization role associated with the Benefit Partner role based security group. Access to worker data is controlled by assignment to the supervisory organizations or location hierarchies. A benefit partner only manages benefit enrollments for the workers who are members of supervisory organization or locations they support.
What can the Benefit Partner role view?
Benefits, Worker Data - Personal Data, Contact information, compensation, job information and Worklet - benefit partner organizations.
What can the Benefit Partner view and modify?
Benefit elections, insurance calculated coverage, benefits for organizations, leave of absence, and add dependents in benefit enrollment
What Business Process permissions does a Benefit Partner have?
Change benefits, change retirement savings, dependent event, review COBRA eligibility
Describe the Benefit Administrator Role.
It is a user-based security group and has tenant wide access for configuration. The responsibilities of the role include setting up all benefit components as well as managing employee enrollments.
What can the Benefit Admin Role view?
Compensation, Personal Data, Staffing, Job Information
What can the Benefit Admin Role view and modify?
Benefits, Benefits annual rates, dependents, Affordable Care ACT administration, Open Enrollment, Set up Benefits
What Business Process Permissions are associated with the Benefit Admin Role?
Change Benefits, Change Benefit Jobs, Passive Events, COBRA
Workers are grouped into benefit groups for eligibility, processing and reporting - True or False?
True
The Benefit Partner role is assigned to support workers in what organization hierarchy?
Location hierarchy or the supervisory organization hierarchy
The benefit partner role cannot initiate open enrollment - True or false
True
The benefit administrator cannot change an employee’s marital status - Ture or false
True
Benefits Administrators have access to view all benefit related data for all workers in Workday - True or false
True
Is a benefit provider required for each benefit plan you offer employees?
Yes. You can also enter a provider identification number, external URLS and the option of an electronic signature. (Create Benefit Provider task)
What does the electronic signature do?
It is used to inform employees that by checking a box at the end of the election process, they will be electronically signing and finalizing there elections.
Can you create a unique electronic signature text for each provider or benefit group so information for the benefit group or specific provider is displayed as the last step of the enrollment process?
Yes
What is the task called for Electronic Signatures?
Maintain Benefit Electronic Signatures
If there is only one electronic signature that will be used what do you do?
Select the default checkbox so that the signature always displays at the end of the enrollment, regardless of provider.
For each benefit plan a provider must be identified. What is the first field that is populated for the provider?
Effective date. A benefit plan requires an effective date that is earlier or equal to the current date. The effective date of the benefit provider should be equal to or prior to the effective date of the benefit plan.
Name some optional fields you can provide for a benefit provider.
URL (Create external URL task) Provider ID Type (Maintain Benefit Provider Identified Types) Provider ID Provider Tax identification number Electronic signature Contact information for the provider
Name the three different types of coverage targets
Healthcare plans, insurance plans, additional benefit plans