Change Benefits for Life Event - Employees

This article provides a step-by-step guide for employees on how to change their benefits in Workday due to a qualifying life event, including selecting plans, updating dependents and beneficiaries, and submitting documentation for approval.

Overview

This user guide will assist you in changing benefits on an ad-hoc basis in Workday due to a qualifying life event.

Change Benefits for Life Event

1. From the Menu, select the Benefits and Pay application.
2. Under the Tasks and Reports (in the main part of the screen) section, click Change Benefits button.
3. Select the Change Reason.
4. Using the Calendar icon , select the Benefit Event Date (after selecting the date, click anywhere outside of the date field to allow the additional information to populate).
5. Review all Instructions and Submit Election By Date fields carefully.
6. REQUIRED - Using the drag and drop functionality, attach supporting documents in the Attachments box or click Select Files to choose a file from your computer.
7. Click Submit.
8. Click Open on the popup screen.If the popup screen does not appear, please go to your Workday inbox (upper right corner) to continue.
9. The Change Benefit Elections task is launched.
10. Click the Let’s Get Started button.

Health Information

1. You will be asked to update, elect or waive benefit plans. The exact options will vary depending on the Benefit Event Type chosen.  
2. Click Manage on the relevant benefit or Enroll on the benefits that you are not currently enrolled in.

Health Care Plan Dependencies

1. Click Select or Waive for each Benefit Plan choice. Your current elections will default.
2. Click the Plan Details (blue hyperlinks) to review in more detail.
3. Click Confirm and Continue.
4. Click the Add New Dependant button, if this applies.If this does not apply, go to step 21.
5. If Add New Dependent was chosen, select the Use as Beneficiary check box if applicable.
6. Click OK.
7. Enter Name and Personal Information of the dependent.
8. Click Save.

Health Savings Account Plan Dependencies

1. Click Select or Waive for each Benefit Plan choice. Your current elections will default.
2. Click the Plan Details (blue hyperlinks) to review in more detail.
3. Click Confirm and Continue.

Insurance Plan Dependencies and Coverage Limitations

1. Click Select or Waive for each Benefit Plan choice. Your current elections will default.
2. Click the Plan Details (blue hyperlinks) to review in more detail.
3. Click Confirm and Continue.
4. Click Save

Retirement Savings Elections

1. Click Select or Waive for each Benefit Plan choice. Your current elections will default.
2. Click the Plan Details (blue hyperlinks) to review in more detail.
3. Click Confirm and Continue.
4. Enter a Contribution percentage.
5. Enter Beneficiaries designations.
6. Click Save

Beneficiaries Designations

1. Using the Prompt icon in the relevant Beneficiary field and update as needed.
   Note: To add a dependent as a beneficiary, you must have previously chosen them as “use as beneficiary”.
2. Update the Primary or Secondary Percentage as needed.
   Note: Percentages in each beneficiary section must add up to 100.
3. Repeat for any new Beneficiaries using the button.
4. Remove any Beneficiaries using the button.

Additional Benefits Elections

1. Click Select or Waive for each Benefit Plan choice. Your current elections will default.
2. Using the Prompt icon update Coverage
3. Click Save.

Benefit Election Review

1. Click the Review and Sign button once all Benefits have been updated or enrolled.
2. Review the benefit elections.
3. Select the I Accept check box , to confirm your agreement.
4. Click Submit.
5. Click the View Year Benefits Statement to view full submission details and click Print to save a copy for your records. Otherwise, click Done.

Next: The benefit change will route to the relevant person(s) for approval.

Depending on the change event, other tasks may automatically launch. These tasks can be found in the Workday My Tasks.