Overview

An active or retired worker who is an eligible spouse of a deceased retiree that has an earlier hire date and retirement date, may be hired into the surviving spouse supervisory org to gain the richer retiree benefits. This causes a Penn id conflict because of the two records in Workday.

Responsibility:

The following Workday roles are responsible for executing these procedures:

Procedure/Steps

Procedure/Steps

1. Benefit Partner adds surviving spouse record for an active or retired employee who has an existing record in Workday.

2. Benefits Partner submits a ticket to the solution center notifying Workday Operations that the surviving spouse record has been added

3.   Ticket assigned to Core Workday Lead or Workday Operations team member with HR Administrator security role.

6Workday Operations creates the universal id (Penn ID) on the surviving spouse record by changing the last digit of the Penn ID to an “S” and reassigns the solution center ticket to Benefits Partner when completed.

NOTE: The alpha Penn ID means no PennKey.  The retiree will have to do enrollment each year by phone on their surviving spouse record. The PennKey remains attached to the retiree or active worker record.

Examples are Roberta Sands and Linda Zhao.