Benefits Life Event Guide

Workday User Guide: Benefits Life Event Guide

Purpose: The benefits worklet in Workday gives all team members access to view and modify (for an applicable life event or at open enrollment) their benefits. This user guide outlines how to submit a qualifying life event allowing you to modify your benefits (Examples of life change events: birth/adoption of a child, gain/loss of other coverage, death of spouse/child, divorce/dissolution, marriage/domestic partnership.)

Table of Contents:

HSA Contribution Change

Add/Drop a Dependent

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HSA CONTRIBUTION CHANGE

STEP 1: Navigate to the change benefits page using one of the options below

Option 1: In the search bar type "Change Benefits" and select the Change Benefits task

Option 2: Click on the Menu and select the Benefits and Pay application.

Under "Tasks and Reports" click Change Benefits.

STEP 2: On the next screen ("Change Benefits" screen) in the first drop down select the "Change Reason" then the "Benefit Event Date" (Note: for an HSA contribution or beneficiary change you can select any date you like but the change will occur the following month, BUT for all others you must submit the date the qualifying life event occurred). Note: for most changes you will need to submit documentation related to the qualifying life event (i.e. for a marriage attach the marriage certificate).

STEP 3a: 

For non-HSA contribution changes, you will need to wait to get approval from HR (Talent Operations). Once HR has approved your change event, you will get an email to log back into Workday and complete your enrollment. You can use this guide to support your enrollment process. Skip to step 4 for non-HSA contribution changes.

STEP 3b:

For HSA contribution changes, you will be able to go onto the next screen where you can click "open".

On the next screen you will select manage under the Health Savings Account box. For HSA contribution changes you will click “Select” in the "Select/Waive" column and Confirm and Continue.

On the next screen you will select your contribution amount (either by per paycheck or annual amount) and add your beneficiary. Once you fill out this information click Save at the bottom of the page.

You will then be returned to the screen you began with. Click Review and Sign and the bottom. Once you review your selections on the last page you will be required to provide an electronic signature and then Submit your new elections.

STEP 4:

Once your benefits life event has been approved by the Benefits Partner. Log into Workday and access your inbox in the top right corner of your Workday home screen. You will see an inbox item similar to the one below and click Let’s Get Started.

On the next page, you will be able to click through each benefit offering  from the waffle menu. To change benefits, select either Manage or Enroll to make changes. Once you have made all desired changes, choose Review and Sign.

STEP 5:

You will be taken to the summary page. Review your elections then scroll to the Electronic Signature section. Review the legal notice and check the I Agree box. Then click the orange Submit button.

 

**Note: When you click submit, your changes are final and cannot be revised so please make sure you have double checked your selections, costs, and read carefully through the confirmation page.

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ADD/DROP A DEPENDENT

From your homepage, click on the Benefits and Pay icon.

STEP 1: Under "Tasks and Reports" click Change Benefits. 

STEP 2: On the next screen ("Change Benefits" screen) in the first drop down select the "Change Reason" then the "Benefit Event Date" (You must submit the date the qualifying life event occurred). Note: for most changes you will need to submit documentation related to the qualifying life event (i.e. for a marriage attach the marriage certificate).

             

Step 3: Benefit changes due to a life event require approval from HR (Talent Operations). Once HR has approved your change event, you will get an email to log back into Workday and complete your enrollment. You can use this guide to support your enrollment process. 

Step 4: Navigate to the Benefits Change task located in your inbox in Workday, and click on "Let's Get Started"

Step 5: Answer the required Health Information question and then click Continue at the bottom of the screen:

Step 6: Click Continue again to make changes to your benefits elections:

Step 7: On the next page, you will be able to click through each benefit category from the waffle menu.  

Step 8: To change benefits, select either Manage or Enroll to make changes to a Health Care category. On the next page, click Confirm and Continue to move forward with changes to the selected plan:

Step 9: On the next screen, you can add new dependents or drop existing dependents. Click Save at the bottom of the page to continue.

Step 10: Once you have made all desired changes, you must click Review and Sign at the bottom of the Change Benefits home page.

Step 11: Review the summary of the changes made to your benefits elections. If you are satisfied with the changes you made, scroll to the bottom of the page to review the Legal Notice. Check the "I Agree" box and then click Submit. Please Note: Your benefit election will NOT BE COMPLETE until you have SUBMITTED your election.

**Note: When you click submit, your changes are final and cannot be revised so please make sure you have double checked your selections, costs, and read carefully through the confirmation page.