Change Benefits for Life Event

Colleagues can change benefit elections when a qualifying event occurs, such as a change in marital status, the birth or adoption of a child, or a beneficiary change.

Benefit Event changes must be entered within 30 days of the benefit event. If it has been more than 30 days since the event, please call or email Human Resources at 617-349-8787 or [email protected]. 

You are required to attach supporting documents to verify the reason for the change and you will need to provide such documents to verify each of your eligible dependents. The enrollment of your dependents will not be completed without documentation. Please refer to the Dependent Verification & Life Event documents for a list of acceptable forms.

Change Benefits

From the Workday home page, click the Benefits and Pay application under Your Top Apps. 

Under Tasks and Reports, click the Change Benefits task.

Select a Change Reason from the options available. On the right hand-side of the screen, you will find help text with instructions when making a benefit change. 

When you select a change reason, you will enter the effective date you want to make for this benefit change. When your effective date is entered, you will see the following information automatically generate. 

• Submit Elections By: The deadline when you need to submit all requirements for the change. 
• Benefits Offered: The benefits offered based on your change reason. 
• Attachments: This section will allow you to upload any appropriate documentation verifying the benefit change reason. You can drag and drop the file into the box or click Select Files to choose the file from your device.  

Once you have reviewed all your details and uploaded any necessary documentation if needed, click Submit to begin the Change Benefits process.

You will receive a pop-up message when clicking Submit. Click Open to be directed to the Change Benefits Elections task.  

A confirmation page will come up, click Let's Get Started to begin changing your benefit elections.

Enroll or Manage the benefit elections you will want to change. Upon updating your benefits, you will be asked to select a plan and add a dependent if needed.  

Once you are completed, you will click the Review and Sign action to submit your elections.  

You will be directed to review your updated election changes. If everything is correct, you will scroll down and checkoff the box for your electronic signature confirming the changes. Once you are completed, click Submit to save your changes. 

Note: Benefit changes should be completed before the end of the current pay period to take effect in the next pay period. 

Reminder: If you are adding a new dependent and/or dependents during this enrollment, you are required to attach supporting documents to verify the reason for the change and you will need to provide a document to verify each of your eligible dependents. The enrollment of your dependents will not be completed without documentation. Please refer to the Dependent Verification Documentation for a list of acceptable forms.