Course Description

Workday Benefits Training gives various advantages for a program on its key regulations for compliance maintenance by planned designing.

So now get this Workday Course in CloudWorks by our expert’s Classroom Learning.

Which helps business management services and their employees appreciate the total value of their benefits in the package.

So now get the Workday employee benefits and offers streamlined by our exceptional coaching skills to crack your Certification at any time.

Grab great Job opportunities now by our online mode methods, making many changes in a focused manner.


✅ Lifetime access✅ Lifetime video access
✅ Real-time case studies✅ The project integrated into the Curriculum
✅ 24*7 Support from our team of administrators

Course Content

1. Benefit Transactions

. Introduction

  • Foundation review
  • Benefit Transactions
  • Navigations
  • Business Objects
  • Standard screen & task icons
  • Configuration options
  • Organizations
  • Benefit Groups
  • Security
  • Benefit Partner
  • Benefits Administrator
  • Benefits Configuration Review
  • Coverage Targets
  • Who are all allowed to enroll
  • Coverage Target – HAS, types, groups & eligibility
  • Benefit groups
  • Benefits Plans, Events and Business Processes
  • Benefit Plans, Year Definition, Events, Days to Enroll
  • Coordination of Events
  • Enrollment Event Types
  • Distinguish Between Actions, Approvals & To Dos
  • Business Process Condition Rules
  • Benefits and HR Business Process
  • Change Benefits Business Process
  • Enrollment Event Processing
  • Quick walk thru on already available reports
  • Initiating& Reviewing a Benefit Event
  • Importance of Benefit Event Status Report
  • Enrollment Process, Correcting Benefits &Finding Events
  • Correct Benefit Elections
  • Multiple Events for the same Employee& Same Day
  • Processing Rule Priorities
  • Managing Dependents & Beneficiaries& inactivation
  • Configuring the Business Process Dependent Event
  • Court Ordered Benefits for Dependents
  • Passive Events & processing
  • Benefit Plan or Dependent Eligibility Rules
  • Evidence of Insurability & Processing
  • Trigger and Process EOI
  • Open Enrollment & its associated process
  • Open Enrollment Event Type
  • OE initiation, elections & status report & closing
  • Printing Benefit Statements
  • Finalizing OE
  • Coordination of Benefit Events with Open Enrollment
2. Advance Benefits

Benefits set up:
Manage Benefit Coverage Types
How to create
– Health Care Coverage Targets
– Insurance Coverage Targets
– Benefit Providers
– Benefit Groups
– Eligibility rules
Set up
– Benefit Enrollment Instructions
– Benefit Electronic Signatures
Understand Checking Benefit Group Eligibility
Address any question that you may have especially around ‘Benefit Groups’

3. Costs and Rates

 Set Up Insurance Costs
 Manage Individual Benefit Rates

  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

4. Considerations – Critical Illness 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
5. Enrollment Events and Rules

Set Up
Enrollment Events and Rules&Automatic Benefit Eligibility Checks
 Enrollment Events
 Enrollment Event Rules
 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
 Default Benefits Coverage
 Auto-Enrollment for Benefit Plans

6. Cross Plan (CP) Dependencies

 CP Enrollment Prerequisites
 CP Insurance Coverage Maximums
 CP Insurance Percentage Maximums
 CP Retirement Savings Plan Contribution Maximums
 Scenario CP Enrollment Prerequisites

7. Cobra
  • COBRA Automation
  • Eligibility
  • Correct COBRA Eligibility Records
  • Grant COBRA
  • Determine Qualifying Event Date

Difficulty: begginer


8. Medicare

 Medicare Tracking
 Manage Medicare Information


❓ Do you offer any discount/offer?

✅ Yes, offers keep changing from time to time. You can chat with us or call our training coordinator for more details.

❓ Is there any demo video which I can watch before enrolling to the course?

✅ Yes, we have provided a Demo video section on each course page so that you can get a glimpse into the course you want to enroll.

❓ How soon after signing up would I get access to the learning content?

✅ Yes, we will provide access to all the learning materials after the complete payment for the course.

Course Instructor

This course does not have any sections.