When someone is being hired with a start date of 7/1, they will have an open enrollment task instead of a new hire task. Workday will not allow multiple events on 7/1 since it's the beginning of the benefit plan year. The new hire should complete the open enrollment event. If neither event is there (this means they were hired prior to 6/1 in the system, send to HA. HA can trigger the event for them.
This is also true for a Qualifying Life Event before 7/1/24. So if someone marries on 7/1 and tried to declare a life event, marriage, they will not be able to. These employees should be sent to HA.
If an employee contacts you asking about the Benefits enrollment task and they have 7/1 hire date:
- Check that they have completed all Onboarding, including part-2 of their i-9 and that they have a home address in the US. Benefits enrollment task will not trigger with international address or outstanding i-9.
- Then you can transfer them to Health Advocate to trigger the task for them.
If it's an email, you can reply with:
"I'm escalating forwarding to our Benefits Partner, Health Advocate, for review. You can also reach out to them at 866-799-2329 or answers@healthadvocate.com. "
Then forward an email to Susannah Schenskie, sschenskie@healthadvocate.com, and Ruzica Pejcic, rpejcic@healthadvocate.com, and Samantha Pohl spohl@healthadvocate.com ask if they can trigger the open enrollment task for the employee.
Provide confirmation back to employee, once received.