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Flashcards in Benefit Module Deck (80)
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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?



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?



Provide some reasons why more than one benefit group could be required.

1. Segments in your population with different open enrollment schedules.
2. Multiple countries with different currency
3. If there are healthcare and insurance plans with varying rates based on population
4. If you have a population with different pay frequencies
5. Different enrollment configuration options such as coverage begin and end dates, waiting periods, EOI requirements
6. 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?



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



The benefit administrator cannot change an employee's marital status - Ture or false



Benefits Administrators have access to view all benefit related data for all workers in Workday - True or false



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?



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


What report/task defines valid target populations for health care plans and established what relationships are valid as legal or corporate defined dependent?

Maintain Health Care Coverage Targets report


For each Healthcare coverage target what can you define?

You can specify the order the targets are displayed, name, minimum and maximum dependent count and whether a specific dependent type (child, spouse, common law spouse) is required to enroll, and HSA coverage target.


What does the HSA coverage Target do?

It ensures that Workday applies the correct contribution limit when an employee elects a HSA plan together with a high deductible health care plan. Leave the HSA blank if your company does not offer a HSA plan.


What report specifies who is insured by an insurance policy?

The maintain insurance coverage targets report.


Do additional benefit coverage targets only require a display order and name?



A dependent relationship is limited only to a few relationships. Name three?

Child, spouse, domestic partner


What report would you use to create and track the relationships you choose to configure in Workday?

Related Person Relationships


Explain the characteristics of an irrevocable beneficiary

If the employees position is in Quebec their spouse will be flagged as an irrevocable beneficiary. This means the following:
1. The system will enforce them as their only eligible primary relationship.
2 The employee will not be able to change their primary beneficiary.
3. Only one spouse can be defined as irrevocable.
4. The beneficiary will default for all elected insurance or retirement savings plans.


Who can change an irrevocable beneficiary?

Only the Benefit Partner or Benefit Administrator


What does the 'include relationship for Wellness Checkbox do?

It tracks wellness information, including the participation and wellness score for that relationship. We use it to indicate smoker status or non smoker status.


Give an example of a benefit coverage type

Medical, dental, vision, LTD, supplemental - For every benefit plan you will create a coverage type in Maintain Benefit Coverage types.


What can you configure for each benefit coverage type

Display order, Name, Target, Use coverage targets, Plan behavior (for additional benefits ie. percent, amounts), Beneficiary designation, only one election (ie retirees can only have 1 health care plan), must elect coverage, employee cost, employer cost, Use coverage from plan year end (for arrears payments at the right rate). See page 36/37 for more details.


What do benefit groups define?

They define a population of workers who qualify for similar benefit plans, rates, and processing.


How are benefit groups defined?

Eligibility rules control which workers are assigned in a benefit group and what benefit processing, viewing enrollment status and running reports will be done based on benefit group


Can you be eligible for more than one benefit group and why or why not?

Employees can only be eligible for one benefit group. The benefit eligibility rule must define a unique population.


What are a few things to consider when creating benefit groups?

Open enrollment, countries and currency, benefit rates, frequency for deductions, reporting, cross plan dependency, Enrollment event rules, benefit credit structure, instructional text.


What happens if an employee is associated with more than one benefit group based on group eligibility criteria?

The system won't be able to determine which benefit plans, coverage options, and event rules apply to the worker during enrollment events.


How do you determine that your group eligibility rules are not selecting workers for multiple groups?

You can run the Benefit Group Audit report.


Benefit Group: Describe Benefit Group Eligibility rules

Determines membership in a benefit group. A benefit group eligibility rule can only be attached to one benefit group to ensure unique eligibility for each group.


Describe Enrollment Event rules

A collection of processing rules for every benefit and open enrollment event. They determine how Workday processes changes in coverage for the benefit group.


In a benefit group - What does the waiting period calculation order do?

Defines the method by which Workday calculates the start date for a benefit plan when an enrollment event has both a waiting period and a begin date. (ie. Waiting period then apply coverage begin).


What does the frequency do in a benefit group?

Defines the frequency displayed during benefit enrollments and when viewing current benefit elections. This can be configured differently than the employee's actual pay frequency (ie. ours is set to monthly)


What does EOI takes effect on date do?

It's required for Evidence of insurability. Indicates whether to make insurance elections that are over the guaranteed issue amount, and have been approved, effective as of the original date, or the approval/ denial date.


What does the calculate as of do in a benefit group?

Defines the date Workday uses to calculate an employees age.


What does the benefit plan mapping tab of the benefit group do?

It provides the ability to map an employees current election to another election. Ie. if you have a benefit plan that is no longer valid and want to convert employees enrolled in that plan to a new one during open enrollment you can set up benefit plan mapping.


Explain Benefit Credits

There are 38 types of flex credits in workday. Credits can be applied to benefit groups, coverage types, etc. to determine an employees credit amounts. There are Employee work based credits, Employee compensation based credits, Dependent Based credits (ie tobacco use) Page 44


How does Workday manage wellness information?

Workday can track worker and dependent wellness data. Examples:
1. Whether an employee participates in a wellness program.
2. Employee and/or dependent wellness score
3. Tobacco use
All of these items can be used to determine worker eligibility to flex credits.


Name Three types of Flex credits in Workday

1. Employee Wellness Program Participation Credits
2. Employee Wellness Score Based Credits
3. Employee Tobacco User based Credits


What is the first step to configuring credits?

First you need to enable the appropriate benefit groups to use benefit credits. (It's a check box)


What task would you use to enable flex credits for a coverage type?

Maintain Benefit Coverage Types


How does Workday calculate excess flex credits?

Workday calculates excess credits by taking the total flex credits an employee is eligible for and subtracting the cost of all the elected coverage types. Workday subtracts the coverage types for which the checkbox, Flex Credits can be applied - Yes.


Can Benefit credits be tied to the coverage target rate? that is applied to a plan?

Yes. This option is used wen the credit amount varies based on the target.


How do you test a credit?

After a credit is saved the test credit button appears. (Security needs to be set up for 'Set up benefits: Test Benefits credit domain is enabled and the appropriate security groups have view access.


What is the task to configure a benefit credit?

Create Benefit Credit


How would you create an eligibility rule?

You would use available worker related data fields and values to use as criteria to define the benefit group. When an employee meets the criteria or conditions of the rule the result will return a true.


What are the three primary parts to benefit eligibility criteria?

1. Field or condition rule
2. the relational operator which indicates the relationship to the fields and and the text, number, date, field or other comparison data value (ie. equal to, is empty) Comparison Types (value specified in this filter)
3. Comparison Value


What are the six types of eligibility rules in Workday?

Benefit Group
Benefit Plan
Dependent Benefit
ACA Tuning
ACA Safe Harbor
ACA Measurement Period


How can you determine if a specific employee is eligible for a certain benefit group?

Benefits > View Benefit Eligibility Rule Results


If a Benefit Electronic Signature is linked to a provider will only be seen by the employee if they elect coverage for the provider. True or False



Are health care classifications US Specific?



What are the three types of coverage targets?

Healthcare, Insurance and Additional Benefits


How is the display order field on all targets used?

It controls the order the targets show up in during enrollment


True or False - Related Person Relationships are Workday delivered values, and you can configure usage restrictions.



List one field on the Maintain Benefit Coverage Types that is common to all benefit types?



List one field on the Maintain Benefit Coverage Types that is unique to each of the following benefit types? A. Health Care B. Insurance C. Additional Benefits

A. Classification B. Target C. Plan Behaviour


The country field on the Benefit Group is not referenced by other benefit components. It is simply an FYI, for your information field? True or False



What are the tree types of Benefit Eligibility Rules you can create that are not related to ACA

Benefit Group, Benefit Plan, Dependent


What is not a factor when determining how many benefit groups to create?
Differences in event processing from one population to another (ie waiting periods)
Plan level eligibility requirements
Rate/ cost of a benefit
Employee populations which are processed through open enrollment on different schedules

Plan level Eligibility requirements