How to Update/Enroll in Retirement Benefits in Workday

Tags workday HR
  1. Click on “Menu” in the upper left corner
  2. Under the “Personal” section, click on “Benefits and Pay.”
  3. Under the “Tasks and Reports” section, click “Change Retirement Savings.”
  4. The pop-up screen will default to today’s date. You can leave it as-is. There should be no back-dating. Click “Continue.”
  5. Click “Continue” on the next screen.
  6. Any retirement plans for which you are eligible at that time will be listed here. You will click on “Manage” on the appropriate plan(s)
  7. If you are already enrolled in the plan, but are looking to make changes, please be sure to review the info on the screen first (see orange highlights below). If you still want to make changes, select “Confirm and Continue”
  8. Review the minimum and maximum amounts that you are able to make. This will be different for each employee. What you see below is only an example.
    Biweekly employees will see “semimonthly contribution.”
    Monthly employees will see “monthly contribution.”
    Enter the amount you want to contribute per pay, then click “Save”
  9. Once you have updated/added your contributions, it will return you to the “Change Retirement Savings” page. Review that your contribution amounts were added correctly (see orange highlights below). If all is correct, click “Review.”
  10. Do a final review of your changes. If all is correct, click “Submit.”

 

 

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