Sun Life helps its people get the training they need.

By building the Education Assistance app using Workday Extend, this leading global financial services firm makes tuition reimbursement a breeze.

Streamlined tuition reimbursement process

Rule automation reduced the team’s required effort by 98%

Gained better reporting to drive future benefits

Why Sun Life chose Workday Extend.

Sun Life chose Workday Extend to explore a more complete technology stack to automate manual processes and enrich employee experiences. The first project selected was a replacement of the existing solution for Education Assistance, as functionality was severely limited due to missing features from the previous reimbursement system. Including these became critical for the business to move forward.

We want to get information into employees’ hands before they even know they need it.

Senior VP of Global Talent

App deployed: Education Assistance.

The Education Assistance app allows employees in Canada, the US and Bermuda to request tuition reimbursement for training courses prior to registering. An employee can add important contextual information to the request, and the application uses custom business processes to control approvals. Once a course is completed, a Proof of Pass can be added to the employee’s profile.

This app streamlines the employee experience with the ability to add multiple courses to one request and report on them individually, and automate the Proof of Pass process. The app is also available in French.

Sun Life Workday Extend app screen shows list of requests for education assistance approval

Benefits and results.

Having access to all the tuition reimbursement request data allows the Talent Development team to set targeted condition rules on the approval process. These rules have reduced the team’s required effort by 98%, as only the requests requiring their approval are routed to them.

The HR Services team no longer manually updates and tracks requests on a spreadsheet. Requests are now automatically tracked, freeing up the team’s time to focus on employees’ talent development experience.

The employee experience has improved by providing employees with a clear, easy-to-follow form to complete. Over time, even more benefits are expected as greater access to data facilitates better reporting.

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