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Course Content
1. Benefit Transactions
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• Presentation • Foundation evaluation • Benefit Transactions • Navigational • Business Objects • Typical display and task icons • Configuration alternatives • Institutions • Benefit Groups • Protection • Benefit Partner • Compensation Administrator • Review of Benefits Configuration • Coverage Targets • Who are eligible for enrollment? • Coverage Target – HAS, categories, groups & eligibility • Benefit groups • Benefits Plans, Events, and Operations • Benefit Plans, Year Definition, Events, and Enrollment Dates • Coordination of Occurrences • Enrollment Event Types • Differentiate Actions, Approvals, and To-Dos • Conditional Business Process Rules • HR and Benefits Business Process • Change Benefits Enterprise Process • Event Processing for Enrollment • Quick review of already available reports • Importance of Benefit Event Status Report • Enrollment Procedure, Benefit Corrections, and Finding Events • Correctly Select Benefits • Multiple Events on the Same Day for the Same Employee • Priority Processing Rule Processing • Management of Dependents and Beneficiaries’ Deactivation • Configuring Process Dependent Event • Court Ordered Benefits for Dependents • Passive Events and processing 37 • Benefit Plan or Dependent Eligibility Rules • Insurability Evidence & Processing • Trigger and Procedure for EOI • Open Enrollment and its Related Procedure • Open Enrollment Event Type • OE launch, elections, progress report, and conclusion • Printing Benefit Statements • Finalizing OEI • Benefit Event Coordination with Open Enrollment.
2. Advance Benefits
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• Benefits set up: • Manage Benefit Coverage Types • How to develop  Health Care Coverage  Objectives Insurance Coverage  Objectives Benefit Providers  Benefit Groups  Eligibility rules • Set up • Benefit Enrollment Instructions • Benefit Electronic Signatures • Understanding Benefit Group Eligibility Verification • Address any questions you may have about ‘Benefit Groups’ in particular.
3. Costs and Rates
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 Manage Individual Benefit Rates  Establish Insurance Costs Create 1. Costs of Healthcare 2. Coverage Against Risk 3. Insurance Rates Enter Benefit Rates for Individuals Plan Benefits  Employee Benefit Plans  Health Care Plans  Insurance Plans.
4. Considerations – Critical Illness Insurance Plans
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• Establish Plans for Retirement Savings • Rules for Allocation of Contributions to Retirement Savings • Enroll a Worker in Retirement Savings Plans • Plans for Health Savings Accounts • Plans for Spending Accounts • Additional Benefit Arrangement.
5. Enrollment Events and Rules
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• Configure Automatic Benefit Eligibility Verifications and Enrollment Events • Create  Enrollment Events  Enrollment Event Rules  Conditional Messages for Enrollment Events • Benefits Enrolment for New Employees • Upon termination, discontinue benefits. • Enrollment Period for Benefit Events • Benefits Enrollment Event Coordination • Multiple Benefit Events on the Same Day Changes to the Benefit Plan and Waiting Periods • Benefit Deduction Begin Date Rules • Auto-enrollment and Default Coverage • Set Up  Default Benefits Coverage  Auto-Enrollment for Benefit Plans.
6. Cross Plan (CP) Dependencies
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CP Enrollment Conditions • CP Insurance Coverage Limits • CP Insurance Percentage Limits • CP Retirement Savings Plan Maximum Contribution Limits • Scenario CP Enrollment Prerequisites.
7. COBRA
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• Eligibility • COBRA Automation • Grant Qualification Files for COBRA • Determine Qualifying Event Date.
8. Medicare
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• Medicare Tracking • Medicare Information Management.
Workday Benefits Training
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