Step 3:

Submit your request through Workday

Request your changes in Workday. Here is a quick overview of the two-step process:

1. Log in to Workday on or after your life event date. The request must be submitted within 30 days of the event date.

2. From the Home page, locate and open the Menu in the top left hand corner of the page.

3. Under your Personal tab, select “Benefits and Pay”.

4. From the Benefits & Pay Overview, locate and click on the button for “Change Benefits”.

5. In this first step, you will select a change reason, then add the event date, and attach your supporting documentation to the event before you click “Submit”. Most life events require supporting documentation before you can proceed.

6. The People Ops team will need to review and approve the requested event next.

7. Once approved, you will return to Workday and complete the pending change event within your My Tasks inbox. This is the second step. Click on the event you submitted and then click on the button that says, “Let’s Get Started”.

8. Each benefit coverage type will be represented by a tile. For each tile, beginning with Medical, click on “Enroll”.

9. Under Plans Available, click Select next to the plan you choose and then click “Confirm and Continue”.

10. If you are adding a dependent, click “Add New Dependent”, or select an existing dependent if their record is already listed. Enter and save the new dependent’s information, then confirm your coverage tier and the dependents selected before clicking “Save”.

11. Repeat the process for each benefit tile available for changing.

12. After your selections are complete, click “Review and Sign”. Correct any page errors (if applicable).

13. On the Summary page, please review your elections carefully.

14. Check off on the box next to “I Agree” to electronically sign off on your enrollment.

13. This final step is required; your elections are not saved until submitted. Once ready to submit, click “Submit”.

14. Confirm that you see the message: “You’ve submitted your elections.”

15. Lastly, click “View 2027 Benefits Statement” to save or print a copy for your records.

REMINDER

You may not change your enrollments (with the exception of HSA and Commuter FSA contributions) until next year's annual enrollment period, unless you experience a Qualifying Life Event (QLE). If you experience a QLE, you must request a change to your benefits within 30 days of your life event in Workday.