Managing Benefits
Viewing your benefits
To view your current benefits, select the following on your Workday homepage: Select Personal → Benefits.
When coverage begins
The benefits you elect during your initial enrollment will remain in effect throughout the rest of the calendar year, unless you experience an IRS-defined qualifying life event (see below), which allows you to change your selections within 30 days of your life event date. Your next opportunity to change your benefits would be during the benefits Open Enrollment period, typically held the in early November, for a January 1 effective date.
Changing your benefits
Federal regulations issued by the Internal Revenue Service do not allow you to change benefit options or make new elections during the year unless you have a qualifying life event. Life event changes must be made within 30 days of the event. You will be required to provide documentation verifying your life event within 30 days of your request.
Qualifying life events
- Marriage, divorce, legal separation or change in domestic partner relationship.
- Birth, adoption or change in legal custody of a child.
- Death of a spouse or child.
- Change in employment status that results in a loss or gain of benefits, such as beginning or ending employment, change in hours that affect benefit eligibility, or an unpaid leave of absence.
- Change in dependent status of a child.
- Significant change in spouse’s premium contributions.
- Entitlement to Medicare, Medicaid or another insurance plan.
- Change in spouse’s benefit elections.
How to make a life event change
- Create a Change Benefit Event in Workday (Dashboard → Select Personal → Benefits → Change → Benefits → Select Event Type → Submit.)
- Select your enrollments, in step 2 add any applicable dependents
- Attach your proof of life event to your change benefits submission
- Review Changes
- Acknowledge and Submit