How to Complete a Life Event in Workday 1. Log into Workday 2. Click on the Benefits icon 3. On the next screen under the Change section, select Benefits *PLEASE NOTE* if you are changing benefits to add a dependent onto your plans, be sure to add their information under the Dependent Change link before you submit the actual Benefit Change. Please refer to the ‘How to add a dependent in workday’ starting on page 5. 1 4. On the next screen, select a Benefit Event Type from the dropdown pertaining to the type of event that occurred 5. Enter the Benefit Event Date with the date of the event that occurred (ex. date of child’s birth, date of loss of coverage, etc.) 6. Click on the bottom at the bottom of the screen After enter these fields and press submit, you will see an overview of the event you submitted and the date 7. Click on the link to begin making changes 2 The next screen is where you can edit your Coverage type and add/remove dependents from your plan. **PLEASE NOTE** you will only be able to edit the plans you are currently enrolled in. There are certain changes you can/cannot make based on the benefit event you are submitting. Please refer to the Benefit Event Matrix spreadsheet. 8. Once you have made the appropriate changes, click directed to the next screen. 9. You will need to click appropriate elections. and you will be on each screen to navigate and make the 3 You will then come to the final screen which looks like this: After reviewing the changes made, check the box that says “I agree” and then click You will then see a confirmation screen where you can review the changes one final time. Scroll down and click “done”. You have successfully completed your life event. If you have any questions or concerns regarding a life event please email [email protected]. 4 How to Add a Dependent in Workday 1. Once on the homepage, click on the Benefits icon 2. Under the Change section, select Dependents 3. To add a dependent, click the Add button 4. Enter the personal information for the dependent you wish to cover under your benefit plans. 5 5. Required fields are identified with a red asterisk (*) you will need to provide the name, Gender, Date of Birth, Relationship and SSN of your dependant 6. Before submitting the information, the last section is Identifier Information. 7. Click on the (+) icon next to National IDs to add a social security number. 8. Once all information is entered, click Submit. 9. If you have multiple dependents to add, click Done and follow the steps to add another dependent. 6 10. Once you have entered your dependents, revisit the Benefit Enrollment page by clicking on the notification item in the upper right hand corner. 11. Click on the Change Benefits for Life Event link. 12. Complete your benefit enrollment by choosing the plan(s) you would like to enroll in and the tier of coverage (ex. Employee Only, Employee + Family, etc.) 7