What Are Workday Expanded Benefit Plan Details?

In the 2022 R1 release, Workday provided a better way to deliver and present critically important benefit plan details to employees to assist them in the election process.

One of the top priorities for benefit professionals is benefit offering education. It is critical that your employees have the pertinent benefit plan information so they can make the best enrollment decisions for themselves and their families. Health Plans, retirement benefits and other ancillary plans are wonderful perks for employees, but ensuring they have plan data at their fingertips can be challenging. Providing multiple touchpoints to benefit plan information is helpful and ultimately makes the employee’s experience much better.

Download our Custom Report for Expanded Benefit Plan Details­­­

A link to the report definition will appear here.

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What Are Expanded Benefit Plan Details?

Benefit Plan Expanded Plan Details is a Workday solution that provides specific plan details to your employees within the enrollment process. In other words, you can include plan-level detail without making your workers cross-reference an external document. This can include information such as:

  • Co-pays
  • Retail Drug Costs
  • Co-insurance
  • Office Visits
  • Deductible
  • HSA Qualified
  • Coverage
  • Imputed Income
  • Out-of-Pocket Maximum
  • and more!

Benefit Administrators have both free-text and custom field options to allow for flexibility when configuring plan details. When using the Expanded Plan Details feature, the Benefit Plan name becomes a clickable link within the Benefit Event:

plans available

Clicking into the link will provide plan details that are so important in making election decisions:

benefit plan details
When you click the Benefit Plan Details link, a popup window shows additional details.

Configuring Benefit Plan Details

Benefit Administrators have both free-text and custom field options to allow for flexibility when configuring plan details. When using the Expanded Plan Details feature, the Benefit Plan name becomes a clickable link within the Benefit Event:

expanded plan details

Below the Additional Information Text box, you will have a customizable grid to input your employee benefit’s plan details. Workday delivers many commonly used details, but you do have the ability to add your own option if the delivered fields aren’t enough:

plan detail config

Customizing Label Override Value

To create your own values, access the Maintain Custom Labels task:

maintain custom labels

Load Details via EIB

Admins also have the option to utilize the Benefit Plan Expanded Details EIB to complete a bulk import of Expanded Plan Details. It’s important to note that once configured, updating your Expanded Plan Details should be added as a task on your Open Enrollment checklist! This will ensure any updated plan information is displayed correctly for your employees.

Custom Reporting

This 2022 R1 update also provides additional reporting help. All the new fields on the benefit plan expanded details section can be easily exported to review current set-up and be used to populate an EIB.

create custom report

Download our Custom Report Definition for Expanded Benefit Plan Details­­­

A link to the report definition will appear here.

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Everyone loves tools that make their jobs easier, improve efficiency, and enhance the employee experience. We know that Workday Benefits Administrators wear many hats. We think the Expanded Detail functionality is another great tool to add to your Workday kit.

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How can we begin elevating your Workday experience?

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