Course Introduction
Watch this video to checkout the details and the benefits you get from this training.
Start your Career in Workday Benefits
This course provides a complete introduction to managing employee benefits in Workday. You’ll learn how to set up benefit plans, configure eligibility rules, manage enrollment events, and track dependents and beneficiaries. The training also covers passive events, evidence of insurability, and open enrollment processing. It’s ideal for HR professionals and benefits administrators-no prior Workday experience is needed.
By completing this course, you will be able to learn:
- Navigate the Workday Benefits module and understand core responsibilities
- Set up benefit providers, coverage types, and eligibility rules
- Configure and manage health care, insurance, and contribution plans
- Process and finalize benefit enrollment events, including passive events
- Manage dependents, beneficiaries, and court-ordered coverages
- Use Evidence of Insurability (EOI) and track its status
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Run and complete the open enrollment process, including mobile setup
Meet your Instructor
Experience and Expertise: Over 10 years of professional experience in Workday HCM, with focused expertise in Benefits configuration, design, and deployment. Skilled in implementing benefit plans, event types, eligibility rules, and integrations across global clients.
Global Training Experience: Delivered hands-on training to diverse corporate teams across multiple countries on Workday Benefits, Core HCM, Recruiting, and Learning modules. Known for simplifying complex configurations through real-time scenarios and demos.
Corporate Clientele: Supported and trained teams from various industries, handling full-cycle implementations and post-go-live support on Benefits and related HCM modules.
Certifications: Workday Certified in Core HCM and Benefits.
Diverse Technical Skills: Proficient in Workday EIBs, condition rules, eligibility criteria, open enrollment configuration, advanced reporting, and domain security for benefits administration.
Training Methodology: Emphasizes practical learning through tenant-based walkthroughs, use case-driven sessions, and configuration labs for better understanding and retention.
Project Leadership: Led and supported Workday Benefits projects from requirement gathering to deployment. Successfully managed client communications, benefit plan testing, and compliance alignment.
Course Curriculum
- 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)
- 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
- 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 - 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
- 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
Got Questions?
Frequently Asked Questions
When does the course start and finish?
The course is entirely self-paced. You decide when you start and when you finish.
How long do I have access to the course?
That depends on the type of Subscription you bought - Monthly or Yearly. After enrolling, you have unlimited access to this course and materials within across any and all devices you own.
What do I get after I signup?
After you signup and make the payment, you will have full access to the course which includes,
1. Session Videos (these videos are from actual live sessions from the past)
2. Assignments
3. Assessments
4. Lab documents
5. Other pdfs (configuration documents, ebooks, pdfs, interview and certification faqs)
How do I get access to practice on the Server?
Reach out to your Support team and send an email to support@zarantech.com and they will send you the details and the monthly cost for the Server (if available)
Are the video or materials downloadable?
No, they are not. But you have unlimited access to view them from any device and on this platform depending on your Subscription type. Everything on this platform is the intellectual property of ZaranTech
How soon after I enroll and make payment would get access to the course?
Immediately
What if I have doubts, whom do I ask?
These are pre-recorded videos from the actual Live Training program. Most of the doubts were cleared in the session videos itself. But if you still have any questions, please raise a ticket, and our support team will help you https://zarantech.freshdesk.com/support/tickets/new
What if I have issue accessing the course?
You can Raise a ticket by clicking the link below and select the appropriate ticket - https://zarantech.freshdesk.com/support/tickets/new
How will I get my course completion certificate?
Once you have successfully completed the training and the Final Quiz/Assessment, then you can avail of your Certificate of Completion from ZaranTech which you can then showcase on Linkedin and other Social Media portals
Do you provide Instructor-led Live training for Individuals?
Yes, we do. Email us at info@zarantech.com and we will send you all the details
How we deliver Live training - https://bit.ly/How-we-deliver-training
Do you provide Corporate/group training?
Yes, we do. We have trained more than 100 Workday customers with over 4000 participants in USA, Canada, Europe, Asia, South America. We offer corporate training for all Workday modules.
Course Catalog - https://bit.ly/workday-course-catalog
How we deliver corporate training (video) - https://bit.ly/workday-Corp-training
How do I get certified in Workday?
Workday certification is worth its weight in gold as it gives a holistic understanding of the entire application to a new professional. The criterion to attend the Workday Certification Program is that one must either be a part of Workday or should be associated with one of its partners. The certification program should be completed within a month but if you fail to get the certification in your first attempt then Workday allows you to re-do your training. This Enterprise application undergoes numerous minor updates and 2-3 major updates in a year. Whenever a major update takes place the user has to go through the training again and get the certification. This is done by Workday so that all the users remain on the same page. If you are not an employee of Workday or any of its partner companies, it is impossible to gain a Workday certification.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 7 days and we will give you a full refund.
What is your Refund Policy and Terms of Use?
To know more about canceling the enrollment, refund, and rescheduling policy, visit:
Refund and Rescheduling Policy – https://www.zarantech.com/Refund-policy/
Terms of Service – https://www.zarantech.com/terms-of-use/
What other Resources do you provide?
Follow us on Youtube for FREE videos - https://www.youtube.com/@workdaylearner community
Follow us on Linkedin for Free Materials - https://www.linkedin.com/showcase/workday-learner-community/
Follow us on Quora to Ask any Questions - https://workdaylearnercommunity.quora.com/
Checkout our Workday Corporate Course Catalog - https://bit.ly/workday-course-catalog
Name some official partners of Workday.
Implementation Partners List -https://www.workday.com/en-us/partners-services/partners/services-partners.html#?q=
Integration Partners List - https://www.workday.com/en-us/partners-services/partners/software-partners.html#?q=
Past Students Testimonials.
