Workday Benefits Training

Everything you need to know before starting Workday Benefits career

⌛50 Hours  ▶ 25 videos  ★ 1000 Reviews

Course Features 

Workday Consultant

Placement and Job Support

Workday Certification Assistance

Implementation of real-time projects

24*7 Support


  1. No prerequisite
  2. Priceless downloadable certified documents (PDF, PPT, XLS, Visio's, DOC)
  3. 24/7 access to course curriculum for limited duration
  4. Hands-on support from the trainer
  5.  Interview preparation, job placement, and support
  6. Remote job placement with this training 
  7. 70+ Real-world projects, examples and case studies  
  8. 500 Interview questions 
  9. Sample resumes for every Workday job
  10.  Flexible schedule to fit your needs

What you will learn

  1. 10 years of real-time Workday live project experience by our expert
  2. Become Proficient in Cross Plan Dependencies, Benefit Credits and Surcharges
  3. Learn about Setup Benefit, Cost and Rates.
  4. Acquire Knowledge in Default Coverage and Auto - Enrollment
  5. Gain an understanding of Benefit Changes, Passive Events and Evidence of Insurablility
  6. Method of placement: internal client projects, external vendors, direct  full time client or partner referrals
  7. Workday Certification assistance and referral for immediate certification
  8. Take your career to the next level!
  9. After this course, you will have the skills to start a successful career in Workday Benefits

Workday Positions to apply 

  1. Workday Benefits Implementation Specialist 
  2. Workday Test Lead 
  3. Workday Benefits Project Manager 
  4. Workday Security

    • 5. Workday Production Support Consultant
    • 6. Workday Data Conversion
    • 7. Workday Business Analyst
    • 8. Workday Benefits Configuration Analyst
9. Workday Business Process Admin
10. Workday Administrator
11. Workday HCM Functional Consultant
12. Workday Benefits Functional Consultant
13. Workday Consultant

Buy Your Plan

Workday Benefits Training
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Just $399 Now

  • Cheat sheets for videos
  • Downloadable Documents
  • Real-time project experience
  • Job Support
  • No Refund Policy
Payment Options


Course Summary

    • Introduction
    • Workday Benefits training is inclusive of various topics like core benefits configuration (groups, plans, rates, etc.), benefit events setup, enrollment event processing, passive events, evidence of insurability and open enrollment. If you dream of becoming a Workday Functional Consultant with expertise in the fields of Workday HCM and Benefits, then you are in the right place.

Checking Benefit Group Eligibility

The workers' eligibility for a benefit group can impact performance. Workday saves the workers' eligibility status to improve the performance of these checks. Our trainees would learn how to enable persistence with the edit tenant setup -  by selecting the use persisted benefit groups check box. Students would be taught how to run the View Workers with Different Eligible and Persisted Benefit Groups report to determine whether to use the check box at any given time. The topics covered include benefit eligibility rules overview, creating a benefit eligibility rule and creating a benefit plan and edit plan definition.

    Costs and Rates

    Our students would learn how to define insurance coverage levels separately from insurance rates enables greater flexibility. They would learn to associate a single rate with multiple insurance coverages. They can also create an insurance coverage and associate it with different insurance rates. Other concepts related to costs and rates include setting up insurance costs, manage individual benefit rates, create health care rates, create insurance coverages, create insurance rates, enter individual benefit rates and troubleshooting: incorrect long-term disability insurance rates.

    Create Spending Account Plans

    Our trainees would learn how to define contribution limits and other details for benefits spending account plans. It would also be taught how to access the create benefit plans task and enter the maximum contribution in the Cap Amount field.  The cap amount could be a weekly, a monthly, or a yearly amount. The cap amount applies to both the sum of the employee contribution as well as any employer contributions specified on the create benefit plans task.

    Set Up Enrollment Events and Rules

    Learners would be acquainted with enrollment period for benefit events. They would learn how to define the benefit enrollment period for a specific type of benefit event. They would also learn to restrict an employee's ability to report that benefit event after the enrollment period has expired. When an employee reports a benefit event using change benefits, Workday uses the days to enroll calculation fields. 

      Default Coverage and Auto-Enrollment

      Learners would learn how to automatically enroll workers into these benefit plans if they don't complete their benefit elections with health care, insurance, retirement savings and additional benefits.

          • Cross Plan Dependencies
          Students would be taught how to create cross plan enrollment prerequisites, cross plan insurance coverage maximums, cross plan insurance percentage maximums as well as create cross plan retirement savings plan contribution maximums.
            Benefits Open Enrollment on Mobile:

            Students would learn about the review of the open enrollment process, security considerations, managing enrollments, close and finalize open enrollments as well as the ability to extend open enrollment. Concepts inclusive of excess credits for HSA as well as employee and employer allocation of retirement savings across multiple providers, would be taught in-depth. Students would also learn how to use Change Benefit Elections when an event occurs that qualifies the employee to change their benefit elections.
              • Passive Events
              • Learners would be taught to create passive events to manage benefit gains and losses that result from the passage of time rather than from changes to employee data. They would also learn concepts like passive events, enrollment events, creating  benefit event type and editing an enrollment event rule.
                • Benefits: Coordination of Events
                • We ensure that our learners understand the logic behind coordination of events as well as detailing several common scenarios. Concepts like two events, different dates, do not reprocess options and hybrid events would be taught comprehensively.
                    • Dependents and Beneficiaries:
                    • Students would learn to identify the type of relationships  to make available when adding emergency contacts dependents, beneficiaries as well as trusts.

                    Course Curriculum



                    Top Rated
                    • 5 100%
                    • 4
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                    • 1
                    Amanda O'Brien

                    Spectacular Training

                    I'm a Workday Payroll Specialist and wanted to learn benefits in-depth. This course has A-Z of all that is required from setting up benefits, enrollment plans, dealing with dependancies, and comprehensive coverage of the PPAC Act. I'm so impressed that this course had exactly what I needed to improve my knowledge and skills in Workday. Thank you Mary for your timely clarification of my queries. Could definitely not have done it without you! - Tina Roberts

                    4 years ago
                    Judith Wilcox

                    Love the Teaching Methodology

                    The course is pretty useful to people like me who have been working in the insurance sector. This comprehensive provides in-depth coverage of Benefits configuration, maintenance, and processing. It offers clarity and acts a simple guidelight that provides all information related to the availing of benefits. I'm very happy with the way Mary has elaborated contents in the course curriculum. I would recommend this course for everybody whose interest lies in the field of benefits. It would even be useful to professionals in the Accounting and Taxation sectors. Heartfelt Thanks. - Ram Narayan

                    4 years ago

                    About Instructor

                      • Mary is global ERP implementation expert, director, program manager, and transformational leader from Dallas, Texas. She has 30 years experience in ERP with 12 years experience in Workday. She is a certified global lead / solution architect who has led multiple conferences and global projects across 60 countries. She is an expert in implementation, Hypercare, Training, Data conversion, Integrations, Change Management, Project Management and Testing. You will get the best training in the world with valuable training documents and practical real time projects.  
                      • Mary has repeatedly demonstrated her capabilities combining business acumen with strong financial discipline, deep design insights and organizational management skills to successfully grow businesses, lead them through successful turnarounds and revitalization, and manage them across all stages of the business life cycle. She has an established track record of increasing both enterprise and cash flow in companies across multiple industries. She is a growth-focused, results-oriented, and solutions-driven leader with proven history of bringing analytical insights and pragmatic solutions to key business challenges.