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Workday Workday-Pro-Benefits Exam Syllabus Topics:

SectionWeightObjectives
Benefits Administration and Maintenance- Reporting and Analytics
  • 1. Generate enrollment and participation reports
  • 2. Perform cost analysis and interpret enrollment trends
- Manage ongoing benefits operations
  • 1. Annual plan refreshes and maintenance
  • 2. Handle plan changes, cost updates, and rate adjustments
  • 3. Track coverage effective dates and retroactive changes
Foundational Components & Benefit Plans33%- Manage benefit plans and rates
  • 1. Manage plan activation, discontinuation, and offering changes
  • 2. Configure cost calculations and rates
  • 3. Define benefit groups, plans, and plan year definitions
- Describe Workday Benefits business processes
  • 1. Determine appropriate business processes for scenarios
  • 2. Understand differences between benefits business processes
- Configure benefit foundational components
  • 1. Set up coverage types
  • 2. Maintain related person relationships and mapping
  • 3. Create provider-specific electronic signatures
  • 4. Configure healthcare classifications
  • 5. Establish benefit providers
Processing Benefits Events34%- Summarize coordination of events functionality
  • 1. Configure open enrollment events and windows
  • 2. Handle mid-year changes and qualifying life events
  • 3. Manage multiple overlapping benefit events
- Locate and manage benefits
  • 1. Process HR transactions triggering benefit events (hire, job change)
  • 2. Manage life events (initiated by employee, partner, or system)
- Create eligibility rules and event types
  • 1. Support passive events and enforce plan restrictions
  • 2. Apply business logic for eligibility (status, tenure, salary)

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Workday Pro Certification exam Sample Questions (Q56-Q61):

NEW QUESTION # 56
A consultant is working with a client to set up maximum coverage limits between two insurance plans. The client wants the Spousal Life coverage to be no more than 50% of the employee's Voluntary Supplemental Life coverage. How will the consultant implement this?

Answer: A

Explanation:
The correct answer is D because Workday provides cross plan insurance rules specifically to control relationships between elections across multiple insurance plans. When one plan's maximum coverage must be calculated as a percentage of another plan's election, the correct configuration is a cross plan insurance percentage maximum . In this case, the Spousal Life plan must be capped at 50% of the employee's Voluntary Supplemental Life election, so the system needs a rule that compares the two plans and enforces that percentage-based limit during enrollment.
Option A is incorrect because an eligibility rule determines whether a worker can enroll in a plan, not how one insurance election is mathematically limited by another. Option B is also incorrect because business process validations are not the standard configuration method for enforcing insurance coverage relationships during benefit elections. Option C does not solve the requirement either, since a prerequisite can require another election but does not impose a percentage-based maximum. To enforce dependent insurance coverage limits tied to an employee's elected amount, Workday uses a cross plan insurance percentage maximum, making D the correct configuration choice.


NEW QUESTION # 57
Refer to the following scenario to answer the question below.
You need to configure an Open Enrollment event for your client, with these requirements:
All benefit coverages and deductions will start at the beginning of the new plan year.
Employees may select any benefit for which they are eligible.
If employees do not make changes during open enrollment, they should remain enrolled in the benefits they had prior to open enrollment.
If employees do not enroll in Health Savings Account and Flexible Spending Accounts, then those benefits should no longer be active for the employee.
On the Coverage Rules tab, what must you enter in the Defaulting Rules field to ensure employees making no changes to their medical or dental plans remain in the elections they had prior to open enrollment?

Answer: B

Explanation:
The correct answer is B because medical and dental plans typically follow a passive enrollment approach during Open Enrollment, meaning employees who take no action should automatically retain their current elections. In Workday, this behavior is controlled through the Defaulting Rules on the Coverage Rules tab of the Enrollment Event Rule. Selecting Default to Current Elections or Waive ensures that if an employee does not actively make changes, the system carries forward their existing elections into the new plan year.
This aligns with the requirement that employees remain enrolled in their prior medical and dental coverage unless they explicitly choose otherwise. Option A is incorrect because Priority Coverage is used when selecting among multiple available options rather than maintaining existing elections. Option C is not appropriate because it introduces unnecessary complexity and is not the standard configuration for passive enrollment scenarios. Option D is incorrect because Default to Waive would terminate coverage for employees who do not take action, which contradicts the requirement. Therefore, using Default to Current Elections or Waive ensures consistent continuation of coverage for passive enrollment plans like medical and dental.


NEW QUESTION # 58
What report will the benefit administrator use to close and finalize mass events?

Answer: B


NEW QUESTION # 59
A benefits partner is helping an employee with their open enrollment.
What should the benefits partner run to access the employee's open enrollment event?

Answer: B

Explanation:
The correct answer is A because in Workday, when a benefits partner needs to assist an employee directly with their open enrollment event, they must access the employee's inbox tasks and event experience . This is accomplished by using the Start Proxy functionality, which allows the administrator to act on behalf of the employee and view exactly what the employee sees, including the Change Benefits task associated with open enrollment.
Option B (Open Enrollment Status Report) and D (Benefit Events Status Report) are reporting tools used to monitor event progress, status, and completion but do not provide direct access to perform or assist with the employee's enrollment elections. Option C (Initiate Open Enrollment task) is used to launch the event for a population, not to access or assist with an already initiated employee event.
Using proxy ensures that the benefits partner can guide or complete the enrollment accurately within the employee's context, maintaining consistency in elections, validations, and user experience while following Workday security and audit controls.


NEW QUESTION # 60
A consultant is setting up a health care benefit plan that allows employees to enroll spouses and children during a qualifying event. The consultant needs to ensure that children who are ineligible due to age are not allowed to enroll. Where should the consultant configure the dependent eligibility rule?

Answer: B

Explanation:
The correct answer is B because Workday controls whether dependents such as spouses and children can be enrolled in a health care plan through the Coverage Dependent Eligibility configuration on the plan. This is the field used to apply eligibility logic specifically to covered dependents. When a consultant needs to prevent children over a certain age from enrolling, the age-based rule should be attached at this plan-level dependent coverage eligibility point so the system evaluates the child's eligibility at the time of enrollment.
Option A is too general and does not identify the specific field used for dependent coverage evaluation in the health care plan setup. Option C is incorrect because the Maintain Related Persons Relationship task defines relationship types, such as child or spouse, but it does not enforce benefit plan age-based eligibility rules.
Option D is also incorrect because coverage targets determine cost-sharing or coverage structure, not whether a dependent satisfies enrollment eligibility conditions. To ensure only eligible children can be covered, the consultant must configure the rule in the Coverage Dependent Eligibility field of the health care plan.


NEW QUESTION # 61
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