Enrollment Event Processing - Chapter 6 Flashcards
What will initiate a benefit Event? A. An HR business process, such as hire B. Manually initiate using Change Benefits C. Open Enrollment Process D. All of the above E. None of the above
d
Under what circumstances can an employee’s two benefit events with different event dates be opened simultaneously?
There are no overlapping coverage types between the events
True or False- If using employee self service, all change benefit election tasks will go to the employee’s inbox without exception
False
What statements are true?
a. Based on the days to enroll value on the benefit event date, events will automatically close after the appropriate number of days has passed.
b. The finalize open benefit events report helps you find overdue events and close them.
c. If an employee has not submitted benefit election by the submit by date, the event will automatically close
d. All benefit events close automatically after 30 days
B.
True or False - Dependents cannot be inactivated if they are currently enrolled in benefit elections
True
What are the basic steps for processing a benefit event?
- Employee or benefit partner initiates a life change or it is initiated from an HR transaction
- Employee or Benefits partner completes and submits new elections
- Elections are optionally approved by Benefit Partner or other security group
- EOI is automatically evaluated and the EOI process is initiated if required
- Individual rates can be entered when appropriate
- The correct benefits task can be used if elections are completed but a correction is needed.
Prior to processing a benefit event, there are components that are set up to support the process as part of the Workday Foundation and benefit set up plan. They include:
- Benefit event type
- Enrollment event rule
- Benefit defaults
- Cross plan dependencies
What is the Change benefits business process and where can employees find the task?
A benefit event can be created using the change benefits business process (initiated by the Benefit partner, administrator or employee). Employees can find it on the all about me page or by using employee’s related actions.
Can the submit elections by date be edited by the employee? the benefit partner?
Where does the date come from?
The employee - can view but not edit
The benefit partner - can edit
The date will default to the number of days to enroll as designated on the Maintain Enrollment Event Types component, from event date or event initiation date.
What is the Finalize Open Benefit Events report?
It is a report that is used to pull a list of benefit events that are still open as of the submit elections by date.
The report is run for each benefit group, specifying either the status of in progress, or not started. One or more benefit event types can be selected. Once the submit elections by date on or before field is populated with a date, the report results will have a list of all open events that need to be finalized.
Name a few Workday standard reports related to benefits.
Benefit event status report Benefit corrections in progress (audit) to ensure completed Enrollment count Benefits eligibility by benefit group Benefit changes Benefits census
What does the coordination of events for benefit do?
Coordination of Events is the management of multiple benefit events that are entered for the same employee, possibly on the same day. This feature forces the employee to enroll in benefit events in the order they occur, based on event date.
What happens when there are multiple events for an employee?
Benefit events are processed in order. If more than one event happens on the same day, the earliest one will get processed first, and everything else is on hold or remain in a finalized status. Once the open event is finalized, the system cancels the on hold event and creates it again. This ensures the benefit elections from the first event are recognized by the new event.
If multiple events are entered, but have no similar coverage types, they can both open simultaneously
Does the open enrollment status report have a column to show all employees who have enrollment events on hold due to earlier events?
Yes
If an employee started the enrollment process for a benefit event that is then placed on hold what happens?
The elections they entered will be lost.
For an event to affect another event, one of the following must occur:
- There is a change in eligibility: loss or gain in coverage, or change in benefit group (determined by the event rules for the event). Events always reprocess when there is a change in eligibility.
- There is an overlap in coverage types between the two events.
- If event A has medical, dental and vision. Event B has medical and insurance. There is an overlap with medical. Events do not reprocess if there is no overlap in coverage.
- The Do Not reprocess flag for the enrollment event is selected.
What happens if the do no reprocess flag is selected?
or Do not reprocess future events flags?
If an new event is being compared to an earlier event date and the new event has the do not reprocess flag selected, then the new event is not placed on hold and both events are processed at the same time.
If a new event is being compared to an event with a later event date, and the later event date has the do not reprocess flag selected, then the next event is left alone.
If a new event is being compared to an earlier event, and the earlier event has the do not reprocess future flag selected, the new event is not place on hold and both are processed at the same time.
If an event that was just processed is being compared to an event with a later event date, and the just processed event has the do no reprocess future events flag selected, then the next event is just left alone.
What is a hybrid event and when would it occur?
If an employee has two or more events with the same effective date, this will result in the creation of a hybrid event. A hybrid event combines the multiple events into one.
