OVERVIEW:
This job aid demonstrates how to view your Payslips information.
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: This job aid navigates how to change your contributions on your 457 or IRA.
STEPS:
1. Log in to your Workday account.
2. In the Search (upper left) window type chan ben. 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 Change Reason and provide the Benefit Event Date (when/will the life event occur). 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: The benefit elections that can be updated depending on the benefit event type selected. For this job aid, we are using the Retirement Savings Change benefit event type.
5. Click Open.
Click Let’s Get Started
7. Click Manage on the benefit you wish to change the beneficiary.
8. Click Waive or Select. Then Confirm and Continue.
9. Enter the contribution amount in the box. Click Save.
10. You will get a prompt. Once done with the changes, click Review and Sign.
11. Before clicking Submit, review your Beneficiary Designations then scroll down to read/acknowledge the Legal Notice.
