1. Click the Inbox icon. 2. Click the Open Enrollment Change task.

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1 SELECT YOUR BENEFITS Welcome to Workday Open Enrollment! Once a year, open enrollment allows you to update your benefit elections. All benefit eligible employees need to take action to confirm that their benefit elections are correct for the upcoming year. During this time period, you will receive a task in your Inbox. To complete your open enrollment: 1. Click the Inbox icon 2. Click the Open Enrollment Change task. 3. Select Elect or Waive for each Health Care Election choice. Your current elections are defaulted. 1 P age

2 4. Modify your level of coverage, if needed. 5. For assistance with benefits offerings, go to the online benefits counselor Alex, at ADD DEPENDENTS If you elect or modify a benefit plan during open enrollment, you can also add dependents. From the Change Benefits for Open Enrollment Health Care Elections table: 1. Find the Benefit Plan you are interested in and click the prompt icon in the Enroll Dependents field. 2. Select Existing Dependents to add an existing dependent or select Add Dependent to add a new dependent. 2 P age

3 EXISTING DEPENDENTS From the Change Benefits for Open Enrollment Health Care Elections table: 1. Select Existing Dependents. 2. Select the dependent(s) you want to add to the plan. 3. Click the check box next to a dependent s name to add them 4. Click Continue. ADD DEPENDENT When adding a spouse for the first time, a copy of your marriage certificate is needed. Also, when adding a child for the first time, a birth certificate is needed. See instructions for Adding Supporting Documents to upload documents. From the Change Benefits for Open Enrollment Health Care Elections table: 1. If your new dependent is already a beneficiary emergency contact, click Existing Beneficiary or Emergency Contact and click the prompt icon to select the dependent. Then skip to step #3. 2. If your new dependent is not already a beneficiary or an emergency contact, click New Dependent. 3. Click the box if you want to use your new dependent as a beneficiary. 4. Click OK. 5. To add your dependent, complete the dependent s personal information fields and click OK when finished. ADD THE HEALTH SAVINGS ELECTION The next step displays the Health Savings Election information. Depending on your elections from the previous screen, you may or may not be eligible for this plan. From the Change Benefits for Open Enrollment Health Savings Account Plan Dependencies section: 1. If the boxes are gray and you are unable to make a selection, click the Go Back button to modify your original elections if needed. 2. Select Elect or Waive for the Health Savings election. 3 P age

4 3. Enter the amount you want to contribute for the total year. 4. Click Continue. ADD THE SPENDING ACCOUNT ELECTION The next step displays the Spending Account Election information. Depending on your elections from the previous screen, you may or may not be eligible for this plan. From the Change Benefits for Open Enrollment Spending Account Plan Dependencies section: 1. Select Elect or Waive for each spending account: Dependent Care FSA, Healthcare FSA, and Healthcare FSA Limited. 2. Enter the amount you want to contribute for the total year. 3. Click Continue. 4 P age

5 ADD GROUP LIFE INSURANCE Please complete an EOI form located on the HRSTM website and make your election in Workday. Once HRSTM receives approval from the insurance company, you will be approved in Workday. From the Change Benefits for Open Enrollment Insurance Plan Dependencies and Coverage Limitations section: 1. Select Elect or Waive for each insurance election and modify your Coverage Levels, as needed. 2. Click the prompt icon in the Coverage Level field to choose the amount times your salary. 3. Click Continue. 5 P age

6 RETIREMENT SAVINGS ELECTIONS You can not change your SRA per pay deduction through the open enrollment process. To make a change to your per pay amount of your SRA, use the change benefits option (change retirement savings). 1. View your retirement savings elections. 2. Contact HRSTM if you have any questions about the elections. 3. Click Continue. DESIGNATE LIFE INSURANCE BENEFICIARIES If your life insurance plan requires beneficiaries, you must designate one or more beneficiaries for each plan. From the Change Benefits for Open Enrollment Beneficiary Designations section: 1. Click the Add Row icon to add a beneficiary. 6 P age

7 2. Click the prompt icon in the Beneficiary field to select from a list of existing beneficiaries. Or, select Create to add a new beneficiary. To remove a beneficiary, click the Remove Row icon next to that beneficiary. 3. Enter the percentage of benefits for each beneficiary in the Primary Percentage / Contingent Percentage column. Your primary beneficiary and contingent beneficiaries must add up to 100%. 4. Click Continue. ADD ADDITIONAL BENEFITS The additional benefits section is where you can elect options such as employee assistance, legal assistance insurance or mass transit benefits. From the Change Benefits for Open Enrollment Additional Benefits Elections section: 1. Review your elections for accuracy. Notice your monthly cost in the upper-right corner. 2. Scroll down and confirm that your coverage information is accurate. 3. Click Continue. 7 P age

8 ATTACH SUPPORTING DOCUMENTS Add attachments, if required by your organization. 1. Click Drop Files Here or Select Files to find the file. 2. Select the file you want to attach. 3. Enter comments, as needed. COMPLETE YOUR ENROLLMENT 1. Check the I Agree box to confirm your electronic signature if needed. 2. Click Submit. A confirmation page displays. 3. Click Print to generate a PDF version for your records or Done to complete the step. REVISING YOUR ENROLLMENT ELECTIONS If you need to go back into your open enrollment elections before the open enrollment period closes to make changes after you have already submitted your benefit elections, follow the instructions below: 1. Log into Workday. 2. Click the Benefits Worklet. 8 P age

9 3. From the Current Cost, click Change Open Enrollment. 4. Remember to submit your elections when you are finished on the last page of the process or the final changes you have made will not be saved. 9 P age