Workday Guide: View Your Benefits

Workday User Guide: View Your Benefits

Purpose: This user guide outlines how to view your benefit elections in Workday. Click here to for instructions on how to change your benefits if you experience a qualified life event change event such as a change in marital status or the birth or adoption of a child.

Click on the blue, linked text below to navigate this user guide.

VIEW YOUR BENEFIT ELECTIONS

VIEW DEPENDENTS

VIEW DEPENDENT’S BENEFIT ELECTIONS

EDIT DEPENDENTS

MANAGE BENEFICIARIES

PRINT BENEFIT STATEMENT

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View Your Benefit Elections

Step 1: Navigate to your benefit elections using one of the options below

Option 1: Type "Benefit Elections" in the search bar and click on the Benefit Elections report

Option 2: Click on Menu and select your Benefits and Pay Application

From the Benefits and Pay application:

Click on Benefits in the side bar and select Benefit Elections

Step 2: Review your benefit elections and costs

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View Dependents

A dependent is someone (Spouse, Domestic Partner, or Child), who receives benefits under your plan.

From the Benefits and Pay tab in your Worker Profile:

• Step 1: Click the Dependents tab to view your dependents. You can edit information for existing dependents. If you need to add or remove dependents, you must have a qualified life change event.

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View Dependent's Benefit Elections

From the Benefits and Pay tab in your Worker Profile:

• Step 1: Click the Dependents tab to view your dependents. You will see your enrolled dependents in the “Dependents” column for the Benefit Plans that they are enrolled in.

 

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Edit Existing Dependents

Workers can edit existing dependent information, such as student status and/or contact information, at any time. 

From the Benefits and Pay application:

• Step 1: Select Dependents under Benefits.

• Step 2: Click on Edit in the last column for the dependent you want to edit

• Step 3: Enter an effective date and reason for the changes you want to make

• Step 4: Find the information you want to change and click on the pencil in the top right corner of the section to edit it

• Step 5: Click the orange Submit button at the bottom of the screen to submit your changes.

•   If you need to save your changes and submit them later you can select Save for Later which will send you a task in your inbox to finish it later.

Add/Drop Dependents

To add or drop a dependent, you must have a qualifying life event, such as a loss/gain of coverage, marriage/divorce, etc. Please navigate to the Change Benefits guide for step by step instructions on how to add or drop a dependent.

 

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Manage Beneficiaries

A beneficiary is a designated individual who would receive your benefits if something were to happen to you. A beneficiary is required for all your basic and voluntary insurance coverages. You can change, edit, and add beneficiaries from your Worker Profile.

From your Worker Profile:

• Step 1: Click the Actions tab.
• Step 2: Click Benefits > View my Beneficiaries to add or edit a beneficiary.
• Step 3: The Add Beneficiary page displays where you can click Add or Edit.
• Select Edit next to an existing beneficiary, or select Add to Create a New Beneficiary/Create a New Trust as Beneficiary.

         

• Step 4: Click OK at the bottom of the page.
• Step 5: Enter all required information, denoted by an asterisk.
  • The accuracy of the name and contact information you have provided for a beneficiary is crucial to ensure the correct person receives your benefits.
• Step 6: Click Submit.

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Print Benefit Statement

From the  button in your Worker Profile:

• Step 1: Select Benefits > View My Benefit Statement.

• Step 2: Click the prompt in the Benefit Event field. Select the desired Benefit Event you would like to view and print(for example, health care or voluntary life insurance). Click OK.
• Step 3: Click the Print icon. The selected Benefit Event will open as a PDF document, which can be saved and printed.