Open Enrollment Navigation

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 your Profile icon
2. Click on Inbox.
3. Click the Open Enrollment Change task.
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4. Select Elect or Waive for each Health Care Election choice. Your current elections are defaulted.
5. Click the Plan Description or Provider Website links to review.
6. Modify your level of coverage, if needed.

Add Benefits

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. Click the prompt icon prompt icon in the desired field in Coverage column.
2. Select a health care Coverage target.
3. Click the prompt icon in the Enroll Dependents column.
4. Select Existing Dependents to add an existing dependent or Add My Dependent From Enrollment to add a new dependent. Complete all required information
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Modify Dependents

From the Change Benefits for Open Enrollment – Health Care Elections table:

1. Click the prompt icon prompt icon in the Enroll Dependent field.
2. Select Existing Dependents.
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3. Select the dependent you want to add to the plan.
4. Click the check box next to a dependent’s name to add them or click the X to remove them from the plan.
5. Click Continue.

 
Add the Health Saving 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. Click the Arrow drop down arrow to expand the section if it is not open. The Health Savings Account Plan
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2. Click the Go Back button to modify your original elections, if needed.
3. Select Elect or Waive for the Health Savings election.
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4. Enter the amount you want to contribute.
5. Click Continue.

 
Add Group Life Insurance

You are required to complete a physical examination in order to be approved for life insurance during open enrollment. 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. Click the Arrow drop down arrow to expand the Insurance Plan Dependencies and Coverage Limitations section if it is not open.
2. Select Elect or Waive for each insurance election and modify your Coverage Levels, as needed.
3. Click the prompt icon prompt icon in the Coverage Level field to choose the amount times your salary.
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4. Click Continue.

Retirement Savings Elections

Elect or Waive Supplemental Retirement Annuities (SRA). Please note: if you do not already have an account established, please contact HRSTM before electing an SRA.

1. Click the Arrow drop down arrow to expand the Retirement Savings Elections section if it is not open.
2. Select Elect or Waive for each benefit plan option.
3. Enter the Employee Contribution Amount (Bi-weekly) for the selected benefit plans.
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4. 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 plus sign to add a beneficiary.
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2. Click the prompt icon 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 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.
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3. Click Continue.

 

Attach Supporting Documents

Add attachments, if required by your organization.

1. Click the Add Row icon plus sign in the Attachments table to add an attachment.
2. Click Attach to find the file.
3. Select the file you want to attach.
4. 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.
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