How to Change Your Benefit Elections in Workday

Open Workday in your browser

Open your supported browser and go to workday.uchicago.edu.

Sign in

Sign in to Workday using your CNET ID.

Open the Benefits Worklet

On your Workday dashboard, locate the Benefits Worklet and click on it to view your benefit information.

Start a benefit change

If you're changing your benefit elections because of a qualified change—such as a birth, adoption, marriage, or loss of other coverage—click Benefits under the Change column.

Select your benefit event type and date

Click the benefit event type that matches your situation, such as Birth/Adoption, Marriage, or Loss of Other Coverage. Then use the calendar prompt to select the benefit event date.

The benefit event date depends on your situation:

• For a birth, adoption, or marriage, use the effective date of that event.
• For loss of other coverage, use the day after the last day you were covered under your previous insurance.

Submit the benefit event

Scroll down and click Submit to submit your benefit event.

Open your benefit elections

After submitting the benefit event, click Open to begin changing your benefit elections.

Elect or waive health care plans

Review the benefit plans displayed. In the Elect or Waive column, select Elect or Waive for each plan. Then click the prompt in the Coverage column to select your coverage level, such as Employee Only, Employee + Spouse, Employee + Child(ren), or Employee + Family.

Add or select a dependent

To enroll a dependent, click the prompt in the Enroll Dependents column. If you're creating a new dependent, select Add My Dependent From Enrollment. If your dependent is already listed in Workday as a beneficiary or emergency contact, select the Yes radial button and use the prompt to locate them.

Create a new dependent record

On the Add My Dependent From Enrollment screen, indicate whether your new dependent is already a beneficiary or emergency contact by selecting Yes or No. If Yes, use the search prompt to select the existing contact. To also designate your new dependent as a beneficiary, select Yes under Use your new dependent as a beneficiary? Click OK to proceed.

Enter dependent details

Fill in the required fields for your new dependent:

• Country (for example, United States of America)
• First Name
• Last Name
• Relationship
• Date of Birth
• Gender

Optional fields include prefix, middle name, suffix, citizenship status, student status, disability status, and contact information. Click OK to save your entry.

Continue electing or waiving benefit plans

For each benefit plan listed, select Elect or Waive in the Elect/Waive column, then use the Coverage prompt to choose the appropriate level, such as Employee + Child(ren). If you're enrolling dependents, confirm their names appear in the Enroll Dependents column. Click Continue when you're finished.

Provide a Social Security Number or reason

If you enrolled a dependent without a Social Security Number (SSN), either enter the SSN in the Identification # field, or select Reason ID is Not Available and provide a reason in the text box. Click Continue to proceed.

Elect or waive a Health Savings Account

If you're eligible, elect or waive a Health Savings Account (HSA) for each HSA plan listed. If electing, enter your desired annual or per-paycheck contribution amount. Click Continue to proceed.

Elect or waive spending accounts

On the Spending Account Elections page, select Elect or Waive for each plan, such as Healthcare FSA or Dependent Care FSA. If electing, enter your desired annual or per-paycheck contribution amount. Click Continue to proceed.

Make life insurance elections

On the Insurance Elections page, review the available plans, such as Supplemental Life Insurance, Spouse Life Insurance, Child Life Insurance, and Personal Accident Insurance. Select Elect or Waive for each plan, and use the Coverage Level prompt to choose the appropriate level, such as 2X Salary. Click Continue to proceed.

Designate beneficiaries

If your selected plan requires a beneficiary designation, click the plus icon (+) to add one. Use the prompt to select an existing beneficiary or create a new one, then assign the primary and/or contingent percentage for each beneficiary. Click Continue to proceed.

Confirm beneficiary allocations

On the Change Benefit Elections screen, locate the Beneficiary Designations section. For each plan requiring a beneficiary (for example, Supplemental Life Insurance - Prudential (Employee)), click the plus icon (+) to add a beneficiary, then use the search prompt to select an existing beneficiary, trust, or create a new one. Select Primary or Contingent for each designation and enter the percentage amount, such as 100% Primary and 0% Contingent. Click Continue to proceed.

Review your benefit elections

After completing all elections, review the Benefit Elections Review summary screen. Check all information carefully, including elected coverages (plan names, coverage levels, dependents, beneficiaries, and costs), waived coverages, and beneficiary designations. Make sure any required documentation is ready to upload if you added dependents or made changes requiring verification.

Attach required documentation

If you need to provide supporting documents, such as a marriage certificate, birth certificate, or adoption documents, scroll to the Attachments section. Click the plus icon (+) to add an attachment, enter an optional comment describing the document, and click Attach to upload the file from your computer. Confirm the file is successfully attached before proceeding.

Acknowledge the electronic signature statement

Read the statement under the Electronic Signature section, which outlines your agreement to the terms and conditions of the University of Chicago's benefit plans. When ready, click the I Agree checkbox to provide your electronic signature.

Submit your benefit elections

Click Submit at the bottom of the page to finalize your benefit elections. Wait for confirmation that your elections have been submitted.

Print a copy for your records

On the Submit Elections Confirmation screen, review the summary of your submitted elections. To print a copy for your records, click the Print icon in the upper right corner, or click the Print button at the bottom of the page. Click Done to exit the confirmation screen.