How to Change Benefits in Workday
List who you would like to receive your life insurance benefits when you pass away.
Benefit Event Date = Today's date
Open -> Continue -> Add Row -> Enter Beneficiary Name & Info -> Choose Percentage -> I Agree -> Submit
Death of Dependent
Benefit Event Date = Date of Death
Then routed to a Benefits Partner to review.
If approved as submitted, you will receive a to-do Benefit Event to Change Benefit Elections.
Open -> Select your Health Care Elections Step 1 of 5 -> Spending Account Elections Step 2 of 5 -> Insurance Elections Step 3 of 5 -> Beneficiary Designations Step 4 of 5 -> Review Step 5 of 5
I agree -> Submit
Medical/Dental Plan Changes
Mid-year allowed plan changes:
- New Child
- Marriage/New Domestic Partnership
- Divorce/End Domestic Partnership
- Loss of other Health Coverage
Life and Disability Insurance Changes
Mid-year allowed changes:
Optional Short Term Disability