Steps: Manage Evidence of Insurability

Set up enrollment event rules.

To define rules for handling changes in insurance coverage, use the

Level of Change - Currently Covered

Levels of Change - Currently Waiving

, and

Levels of Change - Newly Eligible

tabs.

Complete and finalize open enrollment or a benefit event.

Track and record workers' evidence of insurability (EOI) status.

Access the

Manage Evidence of Insurability Status

task.

Search for workers with EOI activity.

Select the workers whose EOI status you want to review or update.

Select the

Select All

check box, if you want to review or update all the workers listed.

Select the

Select

check box next to each worker's name to review or update individual workers.

Select the action you want to take on the selected workers:

Option	Description
Approve for selected	Change the workers EOI status to Approved.
Deny for selected	Change the workers EOI status to Denied.
Email for selected	Send an email to the workers regarding their EOI status.

You can also select the

View Details

link next to each worker.

Workday displays a confirmation page, where you can create the email message. Email notifications are sent to the worker's primary work email address. If workers don't have a work email address, they won't receive EOI status notifications.

Depending on the selected action, Workday updates the insurance coverage to the:

Full amount elected as defined in the

EOI Takes Effect On Date

field for the benefit group, when the action is Approved
.

Waived
, when the action is Denied
and the

Guaranteed Issue Amount

is zero.

Guaranteed Issue Amount

, when the action is Denied and the

Guaranteed Issue Amount

is greater than zero.

Prior coverage amount, when the worker has prior coverage and that coverage amount is greater than the guaranteed issue amount.

Concept: Evidence of Insurability Processes

Steps: Set Up Enrollment Events and Rules