Request a Benefit Change
Before you begin
Make and manage your benefit selections in Workday. At any time, you’ll be able to view your current benefit selections from the Benefits tab in your worker profile. You also have a Benefits worklet, which contains your current elections as well as other associated tasks and resources.
Check with HR prior to submitting a benefits change to ensure eligibility and proper documentation.
Some benefits, such as your retirement savings, contributions to an HSA (Health Savings Account), or contributions towards parking/commuter benefits, may be updated at any time without documentation.
All voluntary benefit plans, with the exception of MetLaw, may be dropped (or coverage may be lowered) at any time without documentation.
Other benefits changes, such as healthcare, dental and vision, may only be changed during Open Enrollment or following a qualifying event.
Open Enrollment
Outside of the annual open enrollment period, you can only alter benefits selections following a qualifying event, such as a change in marital status or the birth or adoption of a child.
Qualifying Events
Outside of the annual open enrollment period, you can only alter benefits selections following a qualifying event, such as a change in marital status or the birth or adoption of a child.
Request a Benefit Change
You can change benefit elections for yourself or for any of your dependents or beneficiaries right from Workday.
1 Run the Change Benefits task
Begin by reviewing any important information or instructions at the top of the page. From your Workday home page, open the menu on the left and select “Change Benefits” to continue.
2 Select the Change Reason from the dropdown menu
3 Enter the date of the qualifying event in the Benefit Event Date field
You will only have 30 days form the date of the event to make a change in benefits. The Submit Elections By date will indicate this for you.
4 Click the Select Files button to attach required documents
Required documents (if applicable) maybe a marriage certificate, birth certificate or letter notifying loss of coverage.
- You can find a list of events requiring documentation at the top of the page.
- You will see an error message if you submit without required documentation attached.
5 Click Submit, then click Done
A task will route to your inbox, if applicable.
Follow the steps below as necessary.
- Click the tray icon to open your inbox.
- Click the Benefit Change task.
- Complete the task, continuing through all required screens.
- Check the "I Agree" box to provide an electronic signature.
- Click Submit.