Benefits Learning Hub

This job aid outlines the activities for the Benefits Partner to add a Graduate Fellow in Workday, as well as the tasks the Graduate Fellow will need to complete such as editing personal and contact information and Government IDs.

This job aid outlines the activities for a Benefits Partner to add a Surviving Dependent in Workday using the Hire and Onboarding business processes.

This job aid outlines the process for an Employee to add or edit Dependents and add or remove those Dependents from benefits coverages in Workday.

This job aid describes how to Add Retiree Status to an Employee after the Termination business process has been initiated and how to initiate a Change Benefits Event when the termination reason is Retirement.

This job aid outlines the activities for a Benefit Partner to edit a Benefit Event by using the Cancel or Rescind business process.

This job aid outlines the process for an Employee to add or edit a Beneficiary and make changes to coverage eligible for change outside of a qualifying life event or Open Enrollment.

This job aid outlines the activities for an Employee to change benefits for a life event such as marriage, a birth or adoption, divorce, tobacco usage, etc.

This job aid outlines the activities for an Employee to set up a Tax Deferred Account (TDA) Plan in Workday.

This job aid outlines the activities for a Benefits Partner to cancel Open Enrollment Benefits elections for an individual who is adding, dropping, or changing medical coverage and launch the Alternate Open Enrollment business process, during the Open Enrollment period.

This job aid outlines the activities for an Employee to complete or change Open Enrollment benefit elections during the Open Enrollment time period.

This job aid outlines the activities for a Benefits Partner to complete or change Open Enrollment benefits elections during the Open Enrollment time period on behalf of an Employee.

This job aid outlines the activities for a Benefits Partner to update an Employee or Retiree’s health coverages due to the death of a Dependent.

This job aid outlines the process for the Benefits Partner to complete a change benefit event business process for a Retiree with the reason of death.

This job aid outlines the activities for a Benefits Partner to finalize an ORP event if the Employee has not enrolled by the due date.

This job aid outlines the activities for a Benefits Partner to initiate when an Employee loses eligibility for the Optional Retirement Program (ORP).

This job aid outlines the activities for a Benefits Partner to Manage Evidence of Insurability (EOI) for an Employee when EOI is not required (e.g., switching out of a grandfathered life plan).

This job aid outlines the process for a Benefits Partner to add Medicare information such as the Medicare Beneficiary Identifier (MBI) number and enrollment dates.

This job aid outlines the activities for an Employee or Retiree to add or change Medicare information for self or a Dependent in Workday.

This job aid outlines the activities for a Benefits Partner to initiate an ORP benefit event for a newly hired Employee who is eligible for ORP on the date of hire.

This job aid outlines the activities for a Benefits Partner to prepare an Employee’s record in Workday in preparation for their upcoming retirement.

This job aid outlines the activities for a Benefits Partner to cancel, rescind, and relaunch the Open Enrollment event for the reasons of updating an Employee’s Additional Data questions, a change in benefit group, or a job change with a change in status for the Employee.

This job aid describes the process for the Benefits Partner to Add Retiree Status to a Terminated Worker’s record and how to initiate a Change Benefits Event when the Employee is Returning to Retire.

This job aid outlines the process for the Benefits Partner, and UIN partner to add an Employee who is returning to retire and does not have a record in Workday.

This job aid outlines the activities for Benefits Partners to review and certify Dependents, including grandchildren for the purpose of adding Benefits coverage.

This job aid details the activities for a Benefits Partner to provide the ORP Information Acknowledgement Statement to an ORP eligible worker during the Hire or Change Job business process.

This job aid outlines the process Benefits Partners must follow in order to set up benefits for employees who would like to start benefits prior to their SGIP start date.  This process applies to employees who are new hires to the A&M System and to current employees in a non-benefits eligible position who have received a Job Change that is benefits eligible.

This job aid details the steps for a Benefits Partner to update Benefits Annual Rates (BARs) for an Employee, former Employee returning to retire, or a Retiree.

This job aid outlines the process for a Benefits Partner to update the Electronic Communication Flag to the preferred method of receiving information from the A&M System about retirement and insurance benefits on behalf of a Retiree.

This job aid outlines the process for an Employee or Retiree to update their 1095-C Printing Election.

This job aid outlines the process for Benefit Partners and System Benefits Support to add and review Enrollment Event Remarks to help track changes to Benefit events.