Set Up Benefit Enrollment Instructions

Security: Set Up: Benefits
in the Benefits functional area.

You can provide instructions that display on the enrollment landing and plan selection pages to help workers with their benefit enrollments. You can also provide alternate instructions to specific benefit groups, benefit event types, or both.

Access the

Maintain Enrollment Instructions

task.

Select 1 of these options:

General Enrollments Sections

: These sections include the landing page, benefit plans, and other types of instructions related to enrollment elections. Examples: Health Care and Evidence of Insurability.

Tobacco Use Sections
: These sections enable you to configure instructions for employee and dependent tobacco use questions.

As you complete the

General Enrollment sections

, consider:

Target where and for who Workday displays instructions by selecting benefit groups, enrollment event types, or the 6 benefit plan types. You can select more than 1 filter. Workday prioritizes filters in this order:

Coverage Type

Enrollment Event Type

, and

Restrict to Benefit Groups

Click

Format Text

to add links to external websites or documents.

You can't remove or customize the enrollment confirmation message. Workday automatically displays this message when workers complete their enrollment successfully, before your configured instructions in the

Submit Elections Confirmation

section.

Option	Description
Restricted to Benefit Groups	(Optional) Select benefit groups that need to view the specialized instructions, questions, and responses. You might want to use this option to meet regional or national requirements, or for contract employees.
Coverage Types	(Optional) Specify 1 or more coverage types for specific instructions. You can select coverage types in these sections: Additional Benefits Elections Health Care Elections . Insurance Elections . Retirement Savings Elections .

(Optional) As you complete the

Enrollment Tobacco Use

and

Dependent Tobacco Use

sections, consider:

Option	Description
Restricted to Benefit Groups	Select the benefit groups that view the specialized instructions, questions, and responses. You might want to use this option to meet regional or national requirements, or for contract employees.
Question Text	Enter a tobacco use question for workers to answer. Example: Have you used tobacco in the last 12 months?
Question Responses: Text	Enter the response options that employees can select from. You can enter 2 or 3 responses. Example: You can add a third response option for Not Applicable.
Question Responses: Values	Assign either Uses Tobacco or Does Not Use Tobacco to the response. If you have a third response, you can assign either of these values to it. Assigning these values triggers any tobacco surcharges or credits that you add to a benefit plan rate. Examples: You can assign Does Not Use Tobacco to these responses: Yes, but I'm in a cessation program or Not Applicable.
Display Question for Spouse or Domestic Partner During Enrollment	Select to enable the tobacco use question for spouse or domestic partner. Workday automatically displays the tobacco use question on the Add Dependent task and requires a response. If you don’t track tobacco use, you can add a row in the Question Responses grid and enter Not Applicable in the text field. Select the Does Not Use Tobacco option and the Default Response check box for the row.

If you hide the

Tobacco Status (Dependent)

localized field, during enrollment, Workday hides the tobacco question instructions for spouses and dependents.

Steps: Set Up Benefits