Service Directory > v23.0 > Benefits_Administration > Enroll_in_Retirement_Savings_Plans
 

Operation: Enroll_in_Retirement_Savings_Plans

This service operation allows for enrollment into Retirement Savings Plans. It updates incrementally from existing elections and carries forward prior elections unless they are explicitly changed or waived.


@ - A parameter name with this symbol denotes an XML attribute within the document instead of an XML element.


Contents

 

Web Service

 

Request

 

Response

 

Element(s)

 

Request Element: Enroll_in_Retirement_Savings_Plans_Request

Enroll in Retirement Savings Plans Request
 
Parameter name Type/Value Cardinality Description Validations
@version string [0..1] Web Service version  
Business_Process_Parameters  Business_Process_Parameters  [0..1]  Container for the processing options for a business process. If no options are submitted (or the options are submitted as 'false') then the business process is simply initiated as if it where submitted on-line with approvals, reviews, notifications and to-do's in place.   
Enroll_in_Retirement_Savings_Plans_Data  Enroll_in_Retirement_Savings_Plans_Data  [0..1]  Enroll in Retirement Savings Plans 
Validation Description
You already have an election on this day. You may change your election for a different day or contact your Benefit Administrator for assistance.   
 
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Response Element: Enroll_in_Retirement_Savings_Plans_Response

Enroll in Retirement Savings Plans Response
 
Parameter name Type/Value Cardinality Description Validations
@version string [0..1] Web Service version  
Enroll_in_Retirement_Savings_Plans_Reference  Unique_IdentifierObject  [0..1]  Enroll in Retirement Savings Plans ReferenceEnroll in Retirement Savings Plans Reference   
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Business_Process_Parameters

part of: Enroll_in_Retirement_Savings_Plans_Request
Container for the processing options for a business process. If no options are submitted (or the options are submitted as 'false') then the business process is simply initiated as if it where submitted on-line with approvals, reviews, notifications and to-do's in place.
 
Parameter name Type/Value Cardinality Description Validations
Auto_Complete  boolean  [0..1]  When set to "true" or "1", the business process is automatically processed. This means that all approvals will be automatically approved in the system, all reviews and to-do's will be automatically by-passed, and all notifications will be automatically suppressed.   
Run_Now  boolean  [0..1]  Indicates the transaction should process to completion before the response is generated. Note: All < v12 operations will process with Run_Now = True for backwards compatibility but please review this setting in your environment for performance conditions.   
Comment_Data  Business_Process_Comment_Data  [0..1]  Captures a comment for the Business Process.   
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Business_Process_Comment_Data

part of: Business_Process_Parameters
Captures a comment for the Business Process.
 
Parameter name Type/Value Cardinality Description Validations
Comment  string  [0..1]  Free form comment regarding the business process. 
Validation Description
This Business Process has been configured to disable comment. Please remove the comment or change the setting in the Business Process Policy or tenant setup.   
 
Worker_Reference  WorkerObject  [0..1]  Default the Person making the comment to the processing person if not submitted via the web service.   
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WorkerObject

part of: Business_Process_Comment_Data, Enroll_in_Retirement_Savings_Plans_Data
 
Parameter name Type/Value Cardinality Description Validations
@Descriptor  string  [1..1]  Display information used to describe an instance of an object. This 'optional' information is for outbound descriptive purposes only and is not processed on inbound Workday Web Services requests.   
ID  WorkerObjectID  [0..*]  Contains a unique identifier for an instance of an object.   
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WorkerObjectID

part of: WorkerObject
Contains a unique identifier for an instance of an object.
 
Parameter name Type/Value Cardinality Description Validations
#text  string       
@type  WID, Contingent_Worker_ID, Employee_ID  [1..1]  The unique identifier type. Each "ID" for an instance of an object contains a type and a value. A single instance of an object can have multiple "ID" but only a single "ID" per "type".   
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Enroll_in_Retirement_Savings_Plans_Data

part of: Enroll_in_Retirement_Savings_Plans_Request
Enroll in Retirement Savings Plans Data
 
Parameter name Type/Value Cardinality Description Validations
Employee_Reference  WorkerObject  [1..1]  Employee Reference   
Event_Date  date  [1..1]  Event Date   
Retirement_Savings_Election_Data  Retirement_Savings_Election_Data_for_Change_Retirement_Savings_Plans  [0..*]  Retirement Savings Election Data 
Validation Description
[worker] is not eligible for [plan]   
Beneficiary Allocation must sum to 100 or 0   
Beneficiary Allocation must sum to 100 or 0   
[plan] requires a beneficiary designation   
[plan] does not allow percentage elections   
[plan] does not allow amount elections   
Election values out of range   
The following Beneficiaries are not related to [worker]: [beneficiaries]   
You must elect one or more Primary Beneficiaries totaling 100%.   
[plan] elections should be grouped by coverage type.   
Loaded Original Coverage Begin Date must be equal to or before the Benefit Event Date.   
Retirement Savings Coverage Type "[plan cov type]" is not part of the Event Type "[event type]".   
 
Retirement_Savings_Coverage_Type_Data  Benefit_Coverage_Type_for_Retirement_Savings_Elections_Data  [0..*]  Benefit coverage type level values 
Validation Description
Employee Contribution Percent or Employee Contribution Amount has entry but no Employee Contribution Allocation was set up for the Coverage Type.   
Employee Contribution Percent must be less than or equal to the maximum.   
Employee Contribution Amount must be less than or equal to the maximum.   
Enter a whole number for the Employee Contribution Percent for [Coverage Type].   
Employee Contribution Allocation must total 100%.   
Employer Contribution Allocation must equal 100%.   
Employee Contribution Percentage not allowed because none of the plans under the coverage type have Contribution Percentage Maximum defined.   
Employee Contribution Amount not allowed because none of the plans under the coverage type have Contribution Amount Maximum defined.   
[coverage type] coverage type has not been set up with Retirement Savings Allocation.   
Employer Retirement Savings Allocation must be zero because a contribution was entered and the Allocation Rule is Allocate Only If No Contribution Made   
 
Validation Description
You already have an election on this day. You may change your election for a different day or contact your Benefit Administrator for assistance.   
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Retirement_Savings_Election_Data_for_Change_Retirement_Savings_Plans

part of: Enroll_in_Retirement_Savings_Plans_Data
Retirement Savings Election Data
 
Parameter name Type/Value Cardinality Description Validations
Coverage_Begin_Date  date  [1..1]  The date that coverage begins for the election. Note that the Coverage Begin Date entered is ignored. The system calculates Coverage Begin Date based on the setup in Enrollment Event Rules.   
Original_Coverage_Begin_Date  date  [0..1]  Original Coverage Begin Date   
Deduction_Begin_Date  date  [0..1]  The date that deduction begins for the election. Note that the Dedution Begin Date entered is ignored. The system calculates Deduction Begin Date based on the setup in Enrollment Event Rules.   
Loaded_Original_Deduction_Begin_Date  date  [0..1]  Original Deduction Begin Date   
Elect  boolean  [0..1]  Elect   
Retirement_Savings_Plan_Reference  Retirement_Savings_PlanObject  [1..1]  Retirement Savings Plan Reference   
Election_Percentage [Choice]   decimal (5, 2) >0   [0..1]  Election PercentageElection Percentage   
Election_Amount [Choice]   decimal (26, 6)   [0..1]  Election Amount   
Beneficiary_Allocation_Data  Beneficiary_Allocation_for_Change_Benefits_Data  [0..*]  Beneficiary Allocation Data   
Validation Description
[worker] is not eligible for [plan]   
Beneficiary Allocation must sum to 100 or 0   
Beneficiary Allocation must sum to 100 or 0   
[plan] requires a beneficiary designation   
[plan] does not allow percentage elections   
[plan] does not allow amount elections   
Election values out of range   
The following Beneficiaries are not related to [worker]: [beneficiaries]   
You must elect one or more Primary Beneficiaries totaling 100%.   
[plan] elections should be grouped by coverage type.   
Loaded Original Coverage Begin Date must be equal to or before the Benefit Event Date.   
Retirement Savings Coverage Type "[plan cov type]" is not part of the Event Type "[event type]".   
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Retirement_Savings_PlanObject

part of: Retirement_Savings_Election_Data_for_Change_Retirement_Savings_Plans, Retirement_Savings_Election_for_Coverage_Type_Data
 
Parameter name Type/Value Cardinality Description Validations
@Descriptor  string  [1..1]  Display information used to describe an instance of an object. This 'optional' information is for outbound descriptive purposes only and is not processed on inbound Workday Web Services requests.   
ID  Retirement_Savings_PlanObjectID  [0..*]  Contains a unique identifier for an instance of an object.   
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Retirement_Savings_PlanObjectID

part of: Retirement_Savings_PlanObject
Contains a unique identifier for an instance of an object.
 
Parameter name Type/Value Cardinality Description Validations
#text  string       
@type  WID, Defined_Contribution_Plan_ID  [1..1]  The unique identifier type. Each "ID" for an instance of an object contains a type and a value. A single instance of an object can have multiple "ID" but only a single "ID" per "type".   
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Beneficiary_Allocation_for_Change_Benefits_Data

part of: Retirement_Savings_Election_Data_for_Change_Retirement_Savings_Plans, Retirement_Savings_Election_for_Coverage_Type_Data
Beneficiary Allocation data
 
Parameter name Type/Value Cardinality Description Validations
Beneficiary_Reference  BeneficiaryObject  [1..1]  Beneficiary for the Beneficiary Allocation   
Primary_Percentage [Choice]   decimal (5, 2) >0   [1..1]  The primary allocation percentage (if a primary type)   
Contingent_Percentage [Choice]   decimal (5, 2) >0   [1..1]  The contingent allocation percentage (if a contingent type)   
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BeneficiaryObject

part of: Beneficiary_Allocation_for_Change_Benefits_Data
 
Parameter name Type/Value Cardinality Description Validations
@Descriptor  string  [1..1]  Display information used to describe an instance of an object. This 'optional' information is for outbound descriptive purposes only and is not processed on inbound Workday Web Services requests.   
ID  BeneficiaryObjectID  [0..*]  Contains a unique identifier for an instance of an object.   
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BeneficiaryObjectID

part of: BeneficiaryObject
Contains a unique identifier for an instance of an object.
 
Parameter name Type/Value Cardinality Description Validations
#text  string       
@type  WID, Beneficiary_ID  [1..1]  The unique identifier type. Each "ID" for an instance of an object contains a type and a value. A single instance of an object can have multiple "ID" but only a single "ID" per "type".   
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Benefit_Coverage_Type_for_Retirement_Savings_Elections_Data

part of: Enroll_in_Retirement_Savings_Plans_Data
Benefit coverage type level values
 
Parameter name Type/Value Cardinality Description Validations
Benefit_Coverage_Type_Reference  Benefit_Coverage_TypeObject  [1..1]  Benefit Coverage Type identifier.   
Employee_Contribution_Percentage [Choice]   decimal (5, 2) >0   [0..1]  Employee contribution in percentage   
Employee_Contribution_Amount [Choice]   decimal (21, 6) >0   [0..1]  Employee Contribution in amount   
Retirement_Savings_Election_for_Coverage_Type_Data  Retirement_Savings_Election_for_Coverage_Type_Data  [0..*]  Retirement Savings Elections under coverage type 
Validation Description
Beneficiary Allocation must sum to 100 or 0   
Beneficiary Allocation must sum to 100 or 0   
[worker] is not eligible for [plan]   
Coverage Begin Date must be on or after the Benefit Event Date   
[plan] requires a beneficiary designation   
The following Beneficiaries are not related to [worker]: [beneficiaries]   
Employee Contribution Allocation Percent has entry but no Employee Contribution Allocation was set up for the Coverage Type.   
Employer Contribution Allocation Percent has entry but no Employer Contribution Allocation was set up for the Coverage Type.   
Election values out of range   
Employee Contribution Allocation has entry but there is no Employee Contribution Percent or Employee Contribution Amount.   
[plan] plan is not available under coverage type [coverage type].   
Decimals are not allowed in Employee Contribution Allocation Percent.   
Loaded Original Coverage Begin Date must be equal to or before the Benefit Event Date.   
Retirement Savings Coverage Type "[plan cov type]" is not part of the Event Type "[event type]".   
 
Validation Description
Employee Contribution Percent or Employee Contribution Amount has entry but no Employee Contribution Allocation was set up for the Coverage Type.   
Employee Contribution Percent must be less than or equal to the maximum.   
Employee Contribution Amount must be less than or equal to the maximum.   
Enter a whole number for the Employee Contribution Percent for [Coverage Type].   
Employee Contribution Allocation must total 100%.   
Employer Contribution Allocation must equal 100%.   
Employee Contribution Percentage not allowed because none of the plans under the coverage type have Contribution Percentage Maximum defined.   
Employee Contribution Amount not allowed because none of the plans under the coverage type have Contribution Amount Maximum defined.   
[coverage type] coverage type has not been set up with Retirement Savings Allocation.   
Employer Retirement Savings Allocation must be zero because a contribution was entered and the Allocation Rule is Allocate Only If No Contribution Made   
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Benefit_Coverage_TypeObject

part of: Benefit_Coverage_Type_for_Retirement_Savings_Elections_Data
 
Parameter name Type/Value Cardinality Description Validations
@Descriptor  string  [1..1]  Display information used to describe an instance of an object. This 'optional' information is for outbound descriptive purposes only and is not processed on inbound Workday Web Services requests.   
ID  Benefit_Coverage_TypeObjectID  [0..*]  Contains a unique identifier for an instance of an object.   
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Benefit_Coverage_TypeObjectID

part of: Benefit_Coverage_TypeObject
Contains a unique identifier for an instance of an object.
 
Parameter name Type/Value Cardinality Description Validations
#text  string       
@type  WID, Benefit_Coverage_Type_ID  [1..1]  The unique identifier type. Each "ID" for an instance of an object contains a type and a value. A single instance of an object can have multiple "ID" but only a single "ID" per "type".   
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Retirement_Savings_Election_for_Coverage_Type_Data

part of: Benefit_Coverage_Type_for_Retirement_Savings_Elections_Data
Benefit Coverage Type level values
 
Parameter name Type/Value Cardinality Description Validations
Coverage_Begin_Date  date  [1..1]  The date that coverage begins for the election. Note that the Coverage Begin Date entered is ignored. The system calculates Coverage Begin Date based on the setup in Enrollment Event Rules.   
Original_Coverage_Begin_Date  date  [0..1]  Original Coverage Begin Date   
Deduction_Begin_Date  date  [0..1]  The date that deduction begins for the election. Note that the Dedution Begin Date entered is ignored. The system calculates Deduction Begin Date based on the setup in Enrollment Event Rules.   
Original_Deduction_Begin_Date  date  [0..1]  Original Deduction Begin Date   
Retirement_Savings_Plan_Reference  Retirement_Savings_PlanObject  [1..1]  Retirement Savings Plan identifier   
Employee_Contribution_Allocation_Percent  decimal (5, 2) >0   [0..1]  Employee contribution allocation as percentage of 100.   
Employer_Contribution_Allocation_Percent  decimal (12, 0) >0   [0..1]  Employer contribution allocation as percentage of 100.   
Beneficiary_Allocation_Data  Beneficiary_Allocation_for_Change_Benefits_Data  [0..*]  Beneficiary data.   
Validation Description
Beneficiary Allocation must sum to 100 or 0   
Beneficiary Allocation must sum to 100 or 0   
[worker] is not eligible for [plan]   
Coverage Begin Date must be on or after the Benefit Event Date   
[plan] requires a beneficiary designation   
The following Beneficiaries are not related to [worker]: [beneficiaries]   
Employee Contribution Allocation Percent has entry but no Employee Contribution Allocation was set up for the Coverage Type.   
Employer Contribution Allocation Percent has entry but no Employer Contribution Allocation was set up for the Coverage Type.   
Election values out of range   
Employee Contribution Allocation has entry but there is no Employee Contribution Percent or Employee Contribution Amount.   
[plan] plan is not available under coverage type [coverage type].   
Decimals are not allowed in Employee Contribution Allocation Percent.   
Loaded Original Coverage Begin Date must be equal to or before the Benefit Event Date.   
Retirement Savings Coverage Type "[plan cov type]" is not part of the Event Type "[event type]".   
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Unique_IdentifierObject

part of: Enroll_in_Retirement_Savings_Plans_Response
 
Parameter name Type/Value Cardinality Description Validations
@Descriptor  string  [1..1]  Display information used to describe an instance of an object. This 'optional' information is for outbound descriptive purposes only and is not processed on inbound Workday Web Services requests.   
ID  Unique_IdentifierObjectID  [0..*]  Contains a unique identifier for an instance of an object.   
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Unique_IdentifierObjectID

part of: Unique_IdentifierObject
Contains a unique identifier for an instance of an object.
 
Parameter name Type/Value Cardinality Description Validations
#text  string       
@type  IID, WID  [1..1]  The unique identifier type. Each "ID" for an instance of an object contains a type and a value. A single instance of an object can have multiple "ID" but only a single "ID" per "type".   
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WorkerReferenceEnumeration

part of: WorkerObjectID
Base Type
string
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Retirement_Savings_PlanReferenceEnumeration

part of: Retirement_Savings_PlanObjectID
Base Type
string
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BeneficiaryReferenceEnumeration

part of: BeneficiaryObjectID
Base Type
string
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Benefit_Coverage_TypeReferenceEnumeration

part of: Benefit_Coverage_TypeObjectID
Base Type
string
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Unique_IdentifierReferenceEnumeration

part of: Unique_IdentifierObjectID
Base Type
string
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