OVERVIEW:
This job aid demonstrates how to change your benefits for a qualifying event.
NOTE: The visibility of sensitive information is controlled by individual users' security profiles. Therefore, you may not have access to (all) the information within this Job Aid.
Keep in Mind: Qualifying life events require Supporting documentation before Approval from Risk Management.
STEPS:
1. Log in to your Workday account.
2. In the Search (middle page) window type photo. Match results appear as you type. Select Change Benefits from the list.
or
From the Menu icon window on the home page, click the Benefits icon.
3. When the Benefits menu opens, in the Change section click Benefits.
4. Click the appropriate Enrollment Benefit Event Type and provide the Benefit Event Date (when the life event occurred). Use the drag-and-drop functionality to add the file in the Attachments box or click Select Files to choose a file location then click Submit.
Keep in Mind: Qualifying life events require Supporting documentation before Approval from Risk Management.
5. After you click Submit, you will be prompted to Revise your Benefit Event if no documentation is attached.
6. If no documentation can be Attached, you can continue by clicking Submit but you will be required to provide the documentation to Risk Management before the Benefit Event will be approved.
7. Click Open, then click Let’s Get Started.
8. Benefit Elections include all the benefits in which you may elect to enroll, add, or remove a dependent based on your event. Click on Manage under the benefit of your choosing.
9. Click on Continue and Confirm.
10. Click on Add New Dependent and follow the prompts, or check/uncheck the boxes next to the dependent(s) you are managing. You will see the Coverage change based on the number of dependents chosen. The Plan Cost Per Paycheck is the amount for the elected Benefits. This total provides real-time amounts based on the benefits you decided to elect for the life event. Then click on Save.
11. You will receive a prompt to continue to make your changes on the other benefits, if applicable.
12. Once done, click on Review and Sign.
13. Before clicking Submit, review your Benefit Elections then scroll down to read/acknowledge the Legal Notice.
14. Click Done to return to the Workday landing page.
Keep in Mind: Benefits Partner must approve your life event benefit changes before it displays on your benefits.