Benefits Training
Know what your Workday Benefits configuration is doing and why.
We build the training around your actual Workday configuration so your team can understand not just what is there, but why it behaves the way it does and how the pieces fit together.
How the training works
Two days of Benefit Partner training
Designed for the people responsible for managing Benefits in Workday day to day.
Built around your actual Workday configuration
Examples and discussion come from the Benefits configuration your team actually works with, not a generic training tenant.
Q&A grounded in your configuration
Bring the questions from your team’s real work, and we answer them in the context of your existing configuration.
Designed by a Workday Benefits consultant who has run Benefits from the client side
Who this is for
For Benefits teams responsible for configuration they need to understand more deeply
Benefits is layered, interconnected, and unforgiving when one piece is misunderstood. This training helps your team understand how those pieces work together in your actual configuration.
Especially useful when
Your team inherited the configuration
Your team manages a Benefits configuration without having been part of the decisions that shaped it.
Your team is taking on more configuration responsibility
Your team already knows the work. Now it needs a deeper understanding of the configuration it is being asked to maintain and change.
Your team knows the process better than the design behind it
The recurring work is familiar, but the configuration decisions behind it are harder to explain, troubleshoot, or change.
What deeper understanding changes
Understanding the configuration makes the work easier to explain, investigate, and plan.
Fewer enrollment surprises
Your team understands how eligibility and event rules shape enrollment behavior, making unexpected results easier to explain and investigate.
Better understanding of deduction behavior
A clearer understanding of the relationship between Benefits configuration and payroll deductions makes discrepancies easier to explain and troubleshoot.
Vendor discrepancies that are easier to trace
When a vendor file does not look right, your team has a clearer basis for determining whether the issue starts in Benefits configuration or somewhere downstream.
Fewer open enrollment unknowns
A deeper understanding of the configuration behind open enrollment gives your team more context for planning changes, testing results, and investigating unexpected behavior.
Onboarding grounded in your configuration
New Benefits staff learn your actual configuration and the reasoning behind the decisions they are inheriting.
Training structure
Two days spent understanding how the pieces of your Benefits configuration work together.
The reasoning behind your configuration
Go beyond the steps to understand the configuration decisions and dependencies behind the work.
The examples drawn from your configuration
The curriculum uses examples from your actual Benefits configuration so the concepts connect directly to the work your team manages.
The scenarios your team actually faces
Realistic scenarios help connect the configuration concepts to the decisions your team makes in practice.
The questions your team brings into the room
The discussion stays anchored in your team’s real questions and the configuration behind them.
What to expect
Built around your actual configuration and informed by client-side Benefits experience
Your actual configuration
How your configuration is used in the training
We use your actual Benefits configuration throughout the training so examples, questions, and discussion stay connected to the setup your team is responsible for managing.
The training may also identify configuration decisions worth revisiting, without turning the session itself into a redesign engagement.
Who built the training
Designed by a Workday Benefits consultant who has run Benefits from the client side
The material is shaped by experience on both sides of the work: configuring Workday Benefits and being responsible for the results from the client side.
Ready to help your Benefits team better understand the configuration behind the work?
Tell us about the configuration your team manages and where the reasoning behind it is unclear. We’ll shape the training around that.