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Workday Benefits Training
Glossary of Terms
Glossary of Workday Benefits Terms
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Session 1 - Workday Navigation, Business Objects and Security in Benefits
Session Video - Workday Navigation, Business Objects and Security in Benefits (22:41)
Assignment
Quiz
Session 2 - Foundation Setup with Providers, Coverage and Benefit Groups
Session Video - Foundation Setup with Providers, Coverage and Benefit Groups (32:09)
Assignment
Quiz
Session 3 - Configuring Benefit Plans and Healthcare Setup
Session Video - Configuring Benefit Plans and Healthcare Setup (75:50)
Assignment
Quiz
Session 4 - Cross Plan Dependencies and Enrollment Configuration Options
Session Video - Cross Plan Dependencies and Enrollment Configuration Options (52:33)
Assignment
Quiz
Session 5 - Enrollment Event Processing and Managing Benefit Events
Session Video - Enrollment Event Processing and Managing Benefit Events (80:26)
Assignment
Quiz
Session 6 - Automating Benefits with Passive Events and Eligibility Rules
Session Video - Automating Benefits with Passive Events and Eligibility Rules (35:24)
Assignment
Quiz
Session 7 - Managing Dependents, Beneficiaries and Court Ordered Coverage
Session Video - Managing Dependents, Beneficiaries and Court Ordered Coverage (32:33)
Assignment
Quiz
Session 8 - Configuring and Processing Evidence of Insurability (EOI)
Session Video - Configuring and Processing Evidence of Insurability (EOI) (22:43)
Assignment
Quiz
Session 9 - Managing Open Enrollment Setup and Administration in Workday
Session Video - Managing Open Enrollment Setup and Administration in Workday (38:41)
Assignment
Quiz
Additional Videos
Session Video - Workday Benefits - Intro & Foundation Setup (106:52)
Session Video - Workday Benefits - Setup Continued included Plan Setups (110:37)
Session Video - Workday Benefits - Benefit Plan Year, Benefit Group, Benefits Worklet (82:37)
Session Video - Workday Benefits - Benefits Rates Load EIB, Benefit Events (78:17)
Session Video - Workday Benefits - Open Enrollment (92:32)
Assessments
Assessment - 1. Navigating Benefits
Assessment - 2. Foundation Setup
Assessment - 3. Benefit Plans
Assessment - 4. Other Configuration Options
Assessment - 5. Enrollment Event Processing
Assessment - 6. Passive Events
Assessment - 7. Managing Dependents and Beneficiaries
Assessment - 8. Evidence of Insurability
Assessment - 9. Open Enrollment
Assignments
Assignment - 1. Navigating Benefits
Assignment - 2. Foundation Setup
Assignment - 3. Benefit Plans
Assignment - 4. Other Configuration Options
Assignment - 5. Enrollment Event Processing
Assignment - 6. Passive Events
Assignment - 7. Managing Dependents and Beneficiaries
Assignment - 8. Evidence of Insurability
Assignment - 9. Open Enrollment
Lab Activity
Lab Activity - 1. Initiate a Benefit Event and Enter Elections
Lab Activity - 2. Setup Providers and Electonic Signature
Lab Activity - 3. Health Care Coverage Targets
Lab Activity - 4. Setup Update Related Person Relationships
Lab Activity - 5. Setup Classifications and Benefit Coverage Types
Lab Activity - 6. Setup Credits for Benefit groups and Covergae Types
Lab Activity - 7. Setup Benefit Groups Eligibilty Rules
Lab Activity - 8. Setup Edit and Create a Benefit Group
Lab Activity - 9. Setup Spousal Surcharge
Lab Activity - 10. Setup Healthcare Rate
Lab Activity - 11. Setup Healthcare Benefit Plan
Lab Activity - 12. Setup Health Savings Account Benefit Plan
Lab Activity - 13. Setup Spending Account Benefit Plan
Lab Activity - 14. Setup Retirement Savings Benefit Plan
Lab Activity - 15. Setup Insurance Coverage
Lab Activity - 16. Setup Insurance Rate
Lab Activity - 17. Setup Insurance Benefit Plan
Lab Activity - 18. Setup Insurance Benefit Plan
Lab Activity - 19. Setup Additional Benefit Plan
Lab Activity - 20. Setup Additional Benefit Plan with Targets
Lab Activity - 21. Setup Cross Plan Dependency
Lab Activity - 22. Setup Enrollment Instructions
Lab Activity - 23. Configuring the Benefit Worklet
Lab Activity - 24. Setup Business Process Modification
Lab Activity - 25. Initiating a Life Event
Lab Activity - 26. Enrollment Process
Lab Activity - 27. Coordination of Events
Lab Activity - 28. Reinstatement Events
Lab Activity - 29. Dependent Event Business Process
Lab Activity - 30. Adding Dependents
Lab Activity - 31. Managing Dependents
Lab Activity - 32. Trigger Cobra
Lab Activity - 33. Change Retirement Savings Amount
Lab Activity - 34. Create New Eligibility Rules and a Benefit Plan
Lab Activity - 35. Create a Benefit Event to Process the Passive Event
Lab Activity - 36. Edit Enrollment Event Rule
Lab Activity - 37. Create Passive Event Rule
Lab Activity - 38. Schedule Passive Event
Lab Activity - 39. Overage Dependent Event
Lab Activity - 40. Trigger and Process EOI
Lab Activity - 41. Initiate Open Enrollment
Lab Activity - 42. Enter Elections
Lab Activity - 43. Coordination of Events in Action
Lab Activity - 44. Close Open Enrollment
Lab Activity - 45. Finalize Open Enrollment
Certification MCQ's
Workday Benefits - Set 1
Workday Benefits - Set 2
Workday Benefits - Set 3
Capstone Projects / Case Studies
Capstone Project - 1. ACA Compliance and Reporting for a Large Retailer
Capstone Project - 2. Benefits Integration for a Rapidly Growing Tech Startup
Capstone Project - 3. Global Benefits Rollout for a Multinational Corporation
Capstone Project - 4. Open Enrollment Simulation for a Mid-Sized Company
Capstone Project - 5. Wellness Program Integration and ROI Analysis
Interview Questions
Interview Questions - Set 1
Interview Questions - Set 2
Interview Questions - Set 3
Interview Questions - Set 4
Interview Questions - Set 5
Sample Resumes
Sample Resume - Entry-Level Workday Benefits Analyst
Sample Resume - Mid-Level Workday Benefits Consultant (3-5 Years Experience)
Sample Resume - Senior Workday Benefits Architect (8+ Years Experience)
Prepare your Resume
Resume Cheat Sheet
Prepare your Linkedin profile
Linkedin Cheat Sheet
Final Quiz
Test Your Knowledge
Teach online with
Lab Activity - 16. Setup Insurance Rate
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