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View and Change Benefit Elections

Open the below instructions to view and/or change your current benefits in MyDay. Please refer to the Benefits Overview for eligibility, when elections may be changed, and additional information.

NOTE: If you are attempting to change your benefits outside of the annual Open Enrollment period, you will be required to select a qualifying life event reason and submit supporting documentation to verify the event.

Benefit Actions

View Current Benefits

  1. Click on the more icon in the left corner and then click Benefits and Pay:
    A drop down window appears in Workday when Home is selected, and Benefits and Pay is highlighted
  2. On the next screen, Select the Benefits icon (shield). Then From the Benefits menu, select Benefit Elections.

A drop down window appears when Benefit Elections is selected

  1. On the Benefit Elections page, review your current benefit elections, coverage levels, dependents, and cost per paycheck. Your total bi-weekly employee cost and employer cost are displayed at the top of the page. You may also select View as Grid to view your benefit elections in a consolidated format.

The benefit elections page in MyDay

Change Current Benefits

  1. Click on the more icon in the left corner and then click Benefits and Pay:

An open sidebar in MyDay with Benefits and Pay highlighted

  1. On the next screen, Select the Benefits icon (shield). Then From the Benefits menu, select Benefit Elections.

A sidebar in myday opens a dropdown with Benefit Elections selected

  1. Select Change Benefits.
    The Benefit Elections window, featuring a button entitled Change Benefits
  2. The Change Benefits window will open. Complete the below fields:
    1. Select the Change Reason, for example Beneficiary Change - Life Insurance.
    2. Input the Benefit Event Date.

Use today's date for Change in Transit/Parking Amount or Retirement Savings Change - Employee Contribution.

For all other Change Reasons use the actual date of the change (e.g. date of birth, marriage, etc.).

  1. Click Submit.
    The Change Benefits window in Myday, with the submit button indicated using a red border.
  2. This initiates the request in MyDay. You will next need to follow the next set of steps to complete the request. You should see a new message in your in your MyDay Inbox (you'll also receive an email). Click the MyDay Inbox in the upper right hand corner of the screen to continue this process.
    The MyDay inbox icon, with a red notification indicating two messages.
  3. You will see the task for your Benefit Change in your Inbox. Select the task and click Lets Get Started.
    A Benefit Change task in Myday, featuring a Let's Get Started button highlighted in a red box.
  4. You will be routed to the benefit election page. For the purpose of this guide, we will choose Basic Term Life Insurance to use as an example. Select Manage on the benefit you wish to change.
    The basic term life insurance benefit in Myday, with the Manage capablity outlined in red.
  5. Select the benefit you wish to change and select Confirm and Continue.
    A benefit plan in MyDay, with Confirm and Continue emphasized in a red outline.
  6. An overview of your elections will display - select Save to continue.
    The Basic Term Life Insurance benefit in Myday, with the save button emphasized in a red outline.
  7. This updates your benefit change, but you still need to submit the request. You will be routed back to the screen in step 6. Select Review and Sign to proceed.
    The Completed Basic Term Life Insurance election in MyDay, with the button to Review and Sign emphasized in red.
  8. You will be routed to a Summary page. Scroll to the bottom of the page - click I accept and select Submit.
    View-Summary-Workday (1).png
    The employee benefits summary page in MyDay, with the submit button emphasized in red.
  9. You will then receive a notice that you have submitted your elections. Click Done.
    The confirmation of benefit submission page in MyDay, with the Done button emphasized in a red outline.

Questions?

If you have questions about your benefits, contact BenefitsHelp@newschool.edu.

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