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3.1.3 Manage Dependents

3.1.3 Manage Dependents

Audience: Employee

Purpose

Within Workday, you can manage your benefits by reporting coverage change events and viewing and editing your benefit elections. Your organization defines the steps to accomplish these objectives. This job aid covers adding dependents and viewing dependent coverage.

Navigate to Benefits

There are several ways to navigate to Benefits to complete benefits related tasks.

From Related Actions button, select Benefits, then select the task

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From the Worker Profile menu, select Benefits, then select the correct tab.

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From the Global Navigation Menu, select Benefits and Pay to open the dashboard.

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Add Dependents

A dependent is someone, like a child or a spouse, who receives benefits under your plan.

From the Benefits and Pay application:

  1. Navigate to the Benefits screen, then choose Dependents.

  2. Select the Edit button to edit an existing dependent shown on the page.

  3. Select the Add button to add a new dependent.

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  1. In the Add My Dependent screen, complete the information

    1. Effective date

    2. Reason for adding or changing the dependent

    3. Use dependent as beneficiary

    4. Dependent Personal Information

  2. Select Submit.

Note: If you add an additional dependent, you may need to update your federal tax elections as well as your benefit elections. If you add another beneficiary, you may need to update your benefit elections.

Change Benefits to add new Dependent to Benefits Plans

See Change Benefits Job Aid

 

View Dependents’ Benefit Elections

From the Benefits and Pay application:

  1. Select Benefits in the Navigation Pane, then choose Dependents.

  2. Review your existing dependents and their benefit plan coverage.

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