Open Enrollment Updating and Submitting Elections with New Dependent(s)

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1 Purpose and Overview The purpose of this quick guide is to detail the steps of updating benefit elections, adding an additional dependent and submitting those updated elections for Open Enrollment. Workday Steps 1. Locate your profile and select Inbox from the drop down menu or select the Inbox worklet from your home screen. 2. From your Inbox, in the Actions tab, note the Open Enrollment Change item. Select the item to begin. 3. Select the full screen icon in the top right corner to display the Open Enrollment Change item in full screen. Phone: or Toll Free: WD25 Page 1

2 4. Step 1 of 5 displays your existing health plan coverage. Review the help text and select any hyperlinks to assist you in making benefit elections. 5. Make sure to scroll down within the Health Care Elections section to review your existing Health Care Plans. 6. Make changes to your existing Benefit Plan by selecting the Elect radio button within the desired plan. This action will open the Coverage field. Phone: or Toll Free: WD25 Page 2

3 7. Click within the coverage field to display the list of Health Care Coverage Targets. Select the desired radio button to make the selection. 8. Note the coverage type displays in the Coverage column. Phone: or Toll Free: WD25 Page 3

4 9. Select within the Enroll Dependents field to activate the drop down list. 10. Add a new dependent by selecting the Add My Dependent From Enrollment hyperlink. Note: Check existing dependents before creating a new dependent 11. The Add My Dependent From Enrollment screen displays. Select No in response to the Use your new dependent as a beneficiary? question. Note: Beneficiary information is maintained/stored with carrier and not within Workday. 12. Select Ok to continue. Phone: or Toll Free: WD25 Page 4

5 13. The Add My Dependent From Enrollment screen displays. Populate all required information indicated with a red asterisk. 14. Scroll to the bottom of the screen to locate additional required address fields. 15. Click Ok to continue. Phone: or Toll Free: WD25 Page 5

6 16. Note the added dependent in the Enroll Dependents column has automatically populated. 17. Scroll down to the prescription, dental and vision benefits to add the new dependent to each of the benefits if appropriate. Note: Because the dependent was added in the previous step the dependent is now available under the Existing Dependents and can be manually added. 18. Select the Enroll Dependents field and select Existing Dependents from the category list. 19. Place a check mark in the dependent you just added. 20. Continue to add the dependents as with the previous benefit elections. 21. Click continue to proceed to the next step. Note: Ensure that the Medical plan type matches the Prescription plan type. Phone: or Toll Free: WD25 Page 6

7 22. Step 2 of 5 requires, based on the type of elections made on the previous screen, listing a Provider ID for you and each applicable dependent. Note: This step will only display when selecting HMO and DHMO plans. Select the hyperlinks within the help text to assist you in locating the Provider numbers. 23. Add the new dependent s Social Security Number in the Dependent ID section. Click the Identification # field radio button and enter the Social Security Number. Note: The Dependent ID section will display if a Social Security Number is missing for any dependent that is currently missing one you are encouraged to update this field at this time. 24. Click continue to proceed to the next step. Phone: or Toll Free: WD25 Page 7

8 25. Step 3 of 5 provides a screen to make Spending Account Elections. Utilize the information found in the Supporting Information column to assist you in making the elections. Note: If participating in a spending account you are required to update your elections every open enrollment period. Your current year election and contribution amount will not automatically carry to the next year. 26. Make any elections to the Health Care Flexible Spending Account BCC by selecting the Elect radio button and entering the contribution amounts in the Contributions section. 27. Make any elections to the Dependent Care Reimbursement Account - BCC by selecting the Elect radio button and entering the contribution amounts in the Contributions section. Note: This screen will only appear for Full Time employees with taxable US income. 28. Click continue to move to the next step. Phone: or Toll Free: WD25 Page 8

9 29. Step 4 of 5 allows you to make adjustments or to elect new Insurance Elections. 30. Scroll down and select the Elect radio button to elect any additional Insurance Elections. 31. Select a dependent as appropriate. 32. Click continue to proceed to the next screen. Note: In order to purchase any Dependent Life and AD&D Insurance for Spouse/Domestic Partner or Child(ren), you must also purchase Employee Optional Life and AD&D Insurance. For Spouse/Domestic Partner Life and AD&D make sure to elect the amount equal to 50% of the Employees Optional and AD&D Life Insurance. Phone: or Toll Free: WD25 Page 9

10 33. Step 5 of 5 allows you to review your elected coverages and ensure that they are correct. You may also review your waived coverages by clicking Waived Coverages. Of particular note is the Total Employee Net Cost/Credit displaying in the top right of the screen. 34. Scroll to the bottom of the screen and attach any documents as required (such as birth certificates, marriage certificate for newly added dependent). Note: If you don t have the documents ready to upload during the initial open enrollment you will have until December 15 th to return to Workday and upload any necessary documentation. Reference the quick guide entitled, Submitting Enrollment Documentation for detailed steps on adding your documentation. 35. Complete the enrollment process by placing a check mark in the I Agree field under the Electronic Signature section. Phone: or Toll Free: WD25 Page 10

11 36. Click Submit. 37. The Submit Elections Confirmation page displays. 38. Select Print to print a summary of your benefit elections, or select Done to return to your Inbox. 39. Upon selecting Print or Done the Inbox will display. Phone: or Toll Free: WD25 Page 11

12 40. Return to your benefit elections and make any changes during the open enrollment period by selecting the Benefits worklet from the Workday home screen. 41. Select Change Open Enrollment under the Current Cost section. 42. Proceed to make changes or updates as needed. Phone: or Toll Free: WD25 Page 12