Workday Benefits Training

Introduction

2. Foundation review

3. Benefit Transactions

4. Navigations

5. Business Objects

6. Standard screen & task icons

7. Configuration options

8. Organizations

9. Benefit Groups

10. Security

11. Benefit Partner

12. Benefits Administrator

13. Benefits Configuration Review

14. Coverage Targets

15. Who are all allowed to enroll

16. Coverage Target – HAS, types, groups & eligibility

17. Benefit groups

18. Benefits Plans, Events and Business Processes

19. Benefit Plans, Year Definition, Events, Days to Enroll

20. Coordination of Events

21. Enrollment Event Types

22. Distinguish Between Actions, Approvals & To Dos

23. Business Process Condition Rules

24. Benefits and HR Business Process

25. Change Benefits Business Process

26. Enrollment Event Processing

27. Quick walk thru on already available reports

28. Initiating& Reviewing a Benefit Event

29. Importance of Benefit Event Status Report

30. Enrollment Process, Correcting Benefits &Finding Events

31. Correct Benefit Elections

32. Multiple Events for the same Employee& Same Day

33. Processing Rule Priorities

34. Managing Dependents & Beneficiaries& inactivation

35. Configuring the Business Process Dependent Event

36. Court Ordered Benefits for Dependents

37. Passive Events & processing

38. Benefit Plan or Dependent Eligibility Rules

39. Evidence of Insurability & Processing

40. Trigger and Process EOI

41. Open Enrollment & its associated process

42. Open Enrollment Event Type

43. OE initiation, elections & status report & closing

44. Printing Benefit Statements

45. Finalizing OE

46. Coordination of Benefit Events with Open Enrollment

Benefits set up:

Manage Benefit Coverage Types

How to create

Ø Health Care Coverage Targets

Ø Insurance Coverage Targets

Ø Benefit Providers

Ø Benefit Groups

Ø Eligibility rules

Set up

Ø Benefit Enrollment Instructions

Ø Benefit Electronic Signatures

Understand Checking Benefit Group Eligibility

Address any question that you may have especially around ‘Benefit Groups’

Ø Set Up Insurance Costs

Ø Manage Individual Benefit Rates

Create

1. Health Care Rates

2. Insurance Coverages

3. Insurance Rates

Enter Individual Benefit Rates

Setup Benefit Plans

> Employee Benefit Plans

>Health Care Plans

>Insurance Plans

1. Retirement Savings Plans

2. Rules for Allocating Retirement Savings Contributions

3. Enroll an Employee in Retirement Savings Plans

4. Health Savings Account Plans

5. Spending Account Plans

6. Additional Benefit Plans

Enrollment Events and Rules&Automatic Benefit Eligibility Checks

Create

Ø Enrollment Events

Ø Enrollment Event Rules

Ø Conditional Messages for Enrollment Events

Enrolling New Hires in Benefits

Discontinue Benefits on Termination

Enrollment Period for Benefit Events

Coordination of Benefits Enrollment Events

Multiple Benefit Events on the Same Day

Plan Changes and Waiting Periods

Benefit Deduction Begin Date Rules

Default Coverage and Auto-Enrollment

Set Up

Ø Default Benefits Coverage

Ø Auto-Enrollment for Benefit Plans

CP Enrollment Prerequisites

Ø CP Insurance Coverage Maximums

Ø CP Insurance Percentage Maximums

Ø CP Retirement Savings Plan Contribution Maximums

Ø Scenario CP Enrollment Prerequisites

COBRA Automation

Eligibility

Correct COBRA Eligibility Records

Grant COBRA

Determine Qualifying Event Date

Medicare Tracking

Ø Manage Medicare Information