Workday CCB launch parameters

It's open enrollment time, and that means... running all the CCBs and trying to remember what each launch parameter needs to be. This is just a quick cheat sheet.¹

Enrollment Parameters:

• Effective Date: Reference date for when the enrollments or ended coverage become effective. This sets the end of the range to determine who to include on the file.
• Last Update: Date/timestamp for when an enrollment change was entered (completed) in Workday. Similar to Effective Date, this sets the end of the range.

Include Ended Coverage or Change File Parameters:

• From Effective Date: Sets the beginning of the effective date range for who to include on the file.
• From Last Update: Sets the start of the date range for when the enrollment change is entered into Workday.

2023 Edit: lesson learned the hard way

I learned something the hard way this year with the launch parameters for OE on the "Guardian" template named Guardian: Dental, Vision, Insurance. When I ran the integration for OE, it didn't include coverage end dates. It took a lot of guessing and checking to figure out what was going on and how to get the End Dates for ended coverage as part of OE.

What I originally did:

Original Launch Parameters - DID NOT WORK

Effective Date: 01/01/2023
Last Update: 12/15/2022 11:22:49.000 AM
From Effective Date: 12/15/2022
From Last Update: 12/15/2022 12:00:00.000 AM

With the above launch parameters, the end date for someone who waived a plan as part of OE was not coming across. The vendor expects to recieve a 349 record for ended coverage (348 is the start coverage date line). Ultimately, this is what did work:

Effective Date: 12/31/2022
Last Update: 12/15/2022 12:30:08.000 PM
From Effective Date: 10/01/2022
From Last Update: 10/01/2022 11:30:08.000 AM

These appear to be the "critical" components to getting the End Coverage records to show up:

• The Effective Date needs to be in the same year to detect the end coverage date. As best as I can tell, this date seems to drive the Plan Year that the integration considers for changes.
• The From Dates for change detection need to be dated before the Open Enrollment Event start date. If I picked a date that was after the OE start date and before a worker's OE finalized date, the End Coverage records wouldn't show up.
• This template's WBN - Full File - Include Ended Coverage Once configuration option is COVERAGE meaning: "Ended coverages are included only when all coverage in a plan type ends. The integration includes only the latest ended coverage."
• This template's Ended Coverage History option is blank. This means, "The integration includes all ended coverages in output files."

Open Questions:

After all this, I still have a few open questions and things to figure out before the next Open Enrollment event:

• Since the Effective Date is 12/31/2022... Are the elections dated for 1/1/2023 included in the file, or does the vendor need two files from us, (1) End of 2022 file and (2) a beginning of 2023 file?
• Do we have any other CCB templates that behave this same way?