Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Discontinue Benefits on Termination

Discontinue Benefits on Termination

Configure the
~Termination~
 business process.
You can automate the termination of benefits when you terminate an employee by adding the
Change Benefit Elections
 action to the
Termination
 business process.
  1. Access the
    Termination
     business process, and from the related actions menu, select
    Edit Definition
    .
  2. Add the
    Change Benefit Elections
     action and set the value of
    Optional
     to
    No
    .
    When you add this action to the
    Termination
     business process, Workday automatically associates the action with the
    If there is an effect on employee benefits?
     condition rule. This delivered rule determines whether a termination results in a loss of benefits based on both:
    • Benefit group.
    • Benefit plan eligibility rules.
    If so, Workday can route the benefit termination task directly to a Benefits Partner or Administrator.
    In general, add actions and associated condition rules after steps that provide data or information evaluated by these rules.
  3. Assign the
    Change Benefit Elections
     action to the
    Benefits Partner
    ,
    Benefits Administrator
    , or other approved role.
    Workday routes an enrollment task to this role only if the termination event requires the Benefits Partner or Administrator to make an election on behalf of the employee.