Workday Benefits Product Owner

Benefits Re-implementation: Build, Test, and Deploy

• • Take ownership of the in-flight foundational Workday Benefits re-implementation and lead the remaining workstreams through completion
  • Build, test, and deploy reports and dashboards that enable Benefits COE members to:
    • Monitor benefit transactions and ensure timely submission
    • Monitor temporary employee and intern hour thresholds for new benefit eligibility
    • Validate that benefit events are triggered for relevant worker movement events
    • Audit for invalid benefit enrollments
    • Submit self-reported billing with little to no manual manipulation
    • Monitor payroll benefit and 401(k) deductions
  • Validate report security and ensure Benefits COE members have appropriate access to all required reports
  • Create test plans and partner with the Benefits COE to ensure every test case is executed, tracked, and passed successfully
  • Deploy approved changes to Production, including new reports, the new Enrollment Event Rule, new Benefit Plan Eligibility, and new Benefit Groups
  • Identify and manage technical risks and dependencies to keep the implementation on schedule
  • Monitor and support the new configuration after deployment, documenting issues, assessing their impact, and prioritizing fixes with stakeholders
  • Develop documentation and training materials for Benefits COE teams on the new configuration, and deliver training sessions
  • Measure and report on the improvements delivered by the implementation, including:
    • Benefit events triggered automatically versus manually
    • Benefit event completion periods
    • Benefits COE satisfaction with the system

Backlog, Stakeholder, and Configuration Management

• • Serve as the lead systems partner to Benefits and Payroll stakeholders, communicating status, risks, and decisions clearly and proactively
  • Maintain and prioritize the Benefits and Payroll system roadmap and backlog, balancing business value, risk, and effort
  • Create, refine, and complete Jira stories with clear requirements and acceptance criteria, in line with sprint timelines
  • Partner with team members to design and execute Workday configuration
  • Review and approve junior team members’ configuration against defined test plans before migration to Production, upholding change control standards
  • Perform system health checks and data audits to maintain the integrity of benefit and payroll data
  • Support additional Talent Apps projects as needed

Benefit Integrations

• • Serve as the functional lead for Benefits integrations, including Cloud Connect for Benefits (CCB), Enterprise Interface Builder (EIB), and custom Workday Studio integrations
  • Manage and monitor integration schedules and Open Enrollment integration launches
  • Translate requirements from the business and from external benefit partners into technical designs and specifications, and direct the Integration Development team in building new integrations as needed
  • Lead integration testing, coordinating with Benefits COE and external benefit partners to validate results and resolve issues
  • Troubleshoot integration errors and data discrepancies through to resolution

Open Enrollment Testing and Launch

• • Complete all Open Enrollment configuration changes and updates, making sure the system is fully configured and ready before testing begins
  • Lead Open Enrollment testing, partnering with the Benefits COE to create the necessary test plans
  • Start the system processes needed to run testing
  • Keep test case and defect tracking reports accurate and up to date
  • Partner with the Benefits COE to answer questions, troubleshoot issues, and make configuration corrections throughout testing
  • Obtain the required sign-offs and migrate approved configuration to Production
  • Launch the Open Enrollment process in Production at the appropriate time

Year-End and ACA Reporting

• • Serve as the technical lead and owner of the year-end W-2 generation and Affordable Care Act (ACA) reporting processes
  • Partner with Payroll to execute W-2 generation, validating data and resolving issues before deadlines
  • Represent TSG in meetings with the ACA vendor and Bain business partners
  • Ensure ACA data is complete and accurate, systematically correcting errors identified by the Benefits COE or ACA vendor
  • Partner with the ACA vendor on testing and troubleshooting
  • Perform the EIB loads needed to prepare and correct ACA data