Overview
Overviews how Open Enrollment deadlines are impacted in the summer months by common life events and staffing actions.
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Overview
This reference guide overviews how Open Enrollment deadlines are impacted in the summer months by common life events and staffing actions. Note: FT = Full-Time , PT = Part-Time, MO = Monthly, and BW =Bi-Weekly.
Key Points
- Depending on the effective date of the Benefit event, Employees and Benefits Partners are required to take action when a benefit event is completed in Workday.
- Completing Open Enrollment Elections early in Workday prevents potential payroll impacts and coverage interruptions.
Benefit Events
Staffing Changes
Changes resulting in a change in Benefit Group(e.g. Full-time to Part-time or Monthly to Bi-weekly)
| Effective Date | Date entered in Workday | Steps Required | Passive Event | Open Enrollment |
|---|---|---|---|---|
| 7/10 | 7/10 | Passive event should trigger and OE will reprocess upon completion. | X | X |
| 7/10 | 8/1 | Passive event should trigger but will have the wrong effective date. You will need to cancel & replace it. OE will reprocess upon completion. | X | X |
| 8/1 | 8/1 | Passive event should trigger and OE will reprocess upon completion. | X | X |
| 9/1 | 7/10 -9/1 | The employee should show up on the OE Discrepancy Report. You will need to cancel/rescind the OE event and replace it with one in the correct benefit group. | X |
New Hires and Benefit Eligibility
| Benefit Start Date | Steps Required | SGIP Coverage | Hire/ Job Change | Open Enrollment | |
|---|---|---|---|---|---|
| 6/1-7/10 | 7/10-8/1 | The employee will need a Hire (60 day wait) or Job Change (60 day wait) benefit event as well as an OE event. They should show up on the OE Discrepancy report if they are missing an OE event. | On SGIP Date | X | X |
| 6/1- 8/1 | 8/1 or later | They only need the hire (60 day wait) or Job Change (60 day wait) benefit event. No OE is required. | On SGIP Date | X | |
| 6/1 | 6/1-7/10 | Will need Hire/Job Change (eff on coverage date) event AND an OE event. Will show up on the OE Discrepancy report if they are missing an OE event. | Prior to SGIP Date | X | X |
| 7/10 | 6/1-7/10 | Will need Hire/Job Change (eff on coverage date) event AND an OE event. Will show up on the OE Discrepancy report if they are missing an OE event. | Prior to SGIP Date | X | X |
| 8/1 | 8/1 | Will need Hire/Job Change (eff on coverage date) event AND an OE event. Will show up on the OE Discrepancy report if they are missing an OE event. | Prior to SGIP Date | X | X |
| 8/1 | 9/1 | They only need the hire/job change (eff on event date) event. No OE is needed | Prior to SGIP Date | X | |
| 9/1 | 9/1 | They only need the hire/job change (eff on event date) event. No OE is needed | Prior to SGIP Date | X |
Retirement
| Effective Date | Date entered in Workday | Steps Required | Retirement Event | Open Enrollment |
|---|---|---|---|---|
| 7/10-8/1 | 7/10 | Cancel OE. Give them a retirement benefit event. Once completed, give them an OE event. | X | X |
| 7/10-8/1 | 8/1-9/1 | Rescind OE. Give them a retirement benefit event. Once completed, give them an OE event. | X | X |
| 8/1 | 7/10 | Cancel OE. Give them a retirement benefit event. | X | |
| 8/2 | 8/1-9/1 | Rescind OE. Give them a retirement benefit event. | X |
Life Events
Life events that may trigger a change in benefits such as Birth, Adoption, Gaining Medicare eligibility, etc.
| Effective Date | Date entered in Workday | Steps Required | Life Event | Open Enrollment |
|---|---|---|---|---|
| 7/10 | 7/10-8/1 | Once Life event is submitted & approved, the OE event should reprocess. They should show up on the OE Discrepancy report if they are missing an OE event. | X | X |
| 8/1 | 8/1 | Once Life event is submitted & approved, the OE event should reprocess. They should show up on the OE Discrepancy report if they are missing an OE event. | X | X |
| 9/1 | 7/10-9/1 | They should use the OE event to make any changes that will be effective 9/1. | X |