Benefits

Last updated on April 11, 2025

This guide presents instructional materials pertaining to Benefits. These topics cover benefits, retirement, dependents, and more. Materials are presented in one of these formats:

Reference Guides contain useful information and data on a topic.
Webinars are recordings of live seminar sessions presented by Workday Services.
Video Help are succinct step-by-step videos that provide instructions for a specific process.
Online Courses are self-paced, Security Role based trainings that provide insight and instructions for a specific process.

Training Materials

Title	Type	Targeted Audience
Workday Benefits for Benefits Partners The purpose of this course is to provide a general overview of how you will support Employees with Benefits using the Workday application.	Online Course	Benefit Partner
Benefits and Pay Hub Workday has a new Benefits and Pay Hub. The new Hub provides a well-organized and central location for your benefits, pay, and compensation information and needs. Everything that you can do in the Benefits and Pay app separately can now be done in the Hub. One new feature is that benefit events in progress will notify you directly in the Hub, improving usability and efficiency.	Video	All Security Roles
Onboarding Processes by Security Role This guide focuses in detail on onboarding for Hire. Information regarding onboarding for Start Job Change and Add Additional Job is provided in the last section of this reference guide.	Reference Guide	All Security Roles
Verifying Dependents in Workday using New Dependent Verification The Benefits functional team from Workday looks closely at the updated process for verifying dependents in Workday using the new Dependent Verification feature.	Webinar	Benefit Partner
12 Over 9 for New Hires Join us as the Benefits functional team from Workday Provides an overview of the process for enrolling employees in the 12/9 program if their SGIP date is after 9/1/, as well as any new updates to the current process.	Webinar	Benefit Partner
Add Additional Job/Switch Primary Job This webinar discusses the Add Additional Job and Switch Primary Job business processes. We will review steps and best practices for adding subsequent jobs and switching which job is primary.	Webinar	Benefits Partner, HR Contact, HR Partner, Payroll Partner
Ending Employment Reviews the Termination and End Additional Job business processes and best practices for completing these processes. Discusses actions that touch payroll such as paying out vacation balances and death benefits.	Webinar	Benefits Partner, HR Contact, HR Partner, Payroll Partner
From Employee to Retiree-Best Practices Join us as we cover all the things Benefits and Retiree Partners should consider when assisting an Employee with retirement. This session will cover Workday Services best practices and policy requirements regarding transitioning an Employee to a Retiree. The System Benefits Administration (SBA) will also be joining us as a co-host.	Webinar	Benefits Partner, HR Partner, HR Contact
Retire an Active Employee This video explains and demonstrates how to Retire an Employee.	Video	Benefits Partner
Return to Retire: Worker Already in Workday This video explains the Return to Retire process for a former A&M System Employee who has a record in Workday.	Video	Benefits Partner
Return to Retire: Worker Not in Workday This video explains the Return to Retire process for a former A&M System Employee who does not have a record in Workday.	Video	Benefits Partner
Keeping Organizations Organized in Workday During this webinar, an overview of the different types and purpose of organizations in Workday. We covered best practices for creating and using supervisory organizations, the manager role, inactivation, and specific actions for contingent workers. We reviewed reports to monitor your member’s organizational health, including the dreaded Supervisory Org Error Report.	Webinar	Benefits Partner, HR Contact, HR Partner, Organization Partner, Payroll Partner, Security Partner
Benefit Events and Explanations This guide provides a comprehensive list of Benefit Event Types and their purposes. Also listed are each event's coverage types, waiting periods, coverage begin and end dates and who can initiate each event	Reference Guide	Benefits Partner
Complying with Affordable Care Act Learn all the basics of ACA compliance, including applicable Federal mandates, System Benefits policies, Workday reports to run, and Benefit Partner actions.	Webinar	Benefits Partner, HR Contact, HR Partner
Leave of Absence The purpose of this reference guide is to outline when the Benefit Partner will need to take action and to give explanations for that process. Information on benefit coverage, SGIP, handling arrears, summer billing and military leave dependents is also provided	Reference Guide	Benefits Partner
Add a Surviving Dependent This video defines and explains how to create a Workday record for a Surviving Dependent.	Video	Benefits Partner
Summer Appointments (Faculty and Graduate Assistants) This guide provides best practice guidance for when making an additional appointment for Faculty and Graduate Assistants during the summer months to avoid a disruption to benefits for the Employee	Reference Guide	Benefits Partner, HR Contact, HR Partner
Complete Open Enrollment Provides employees step-by-step instructions on how to add a dependent in Workday and how to complete the Open Enrollment Change task in Workday	Video	Benefit Partner
Open Enrollment Discrepancy Report Join us as the Benefits Functional team from Workday looks closely at the report called Open Enrollment Discrepancies. They will demonstrate how this report can create a smooth Open Enrollment experience for your new and existing employees.	Webinar	Benefit Partner
Workday Benefit Reports: (Part 1: Staffing & Enrollment Discrepancies) The Benefits Functional team from Workday and Systems Benefits Administration (SBA) will look closely at reports that Benefit Partners should be running on a regular basis related to Staffing and Enrollment Discrepancies. The following reports will be covered during this webinar: Medical Plan Discrepancies (Active Employees), SGIP Discrepancy and Benefit Eligible Employees Missing Benefit Event.	Webinar	Benefit Partner
Workday Benefit Reports: (Part 2: Dependent Reports) The Benefits Functional team from Workday and Systems Benefits Administration (SBA) will look closely at reports that Benefit Partners should be running on a regular basis related to Dependent Reports. The following reports will be covered during this webinar: Dependent Life Exceeds Limit, Dependents Not Tied to a Benefit Plan, Dependents Requiring Documentation and Dependents Missing SSN.	Webinar	Benefit Partner
Workday Benefit Reports: (Part 3: Benefit Impacts to Payroll) The Benefits Functional team from Workday and Systems Benefits Administration (SBA) will look closely at reports that Benefit Partners should be running on a regular basis related to benefits impacting payroll. The following reports will be covered during this webinar: Employees with Zero Pay and Active Benefit, Late Staffing Events, Terminated Employees with Benefits, Pay Frequency Benefit Event Needed, Onboarding Not Started for Benefit Eligible Employees and Employee Letters for Summer Deductions.	Webinar	Benefit Partner
Workday Benefit Reports: (Part 4: Benefit Impacts to Retirement Programs) The Benefits Functional team from Workday and Systems Benefits Administration (SBA) will look closely at reports that Benefit Partners should be running on a regular basis related to benefits impacting retirement programs. The following reports will be covered during this webinar: Losing ORP Eligibility, ORP Newly Vested Employees and Retirement Eligible Not Enrolled ORP/TRS.	Webinar	Benefit Partner
Workday Benefit Reports: (Part 5: Retiree Reports) The Benefits Functional team from Workday and Systems Benefits Administration (SBA) will look closely at reports that Benefit Partners should be running on a regular basis related to Retirees. The following reports will be covered during this webinar: Medical Plan Discrepancies (Retiree Specific), Retirees and Spouses Over 65Not Enrolled in Medicare, Employee, Retirees, and Spouses Turning 65 in Date Range.	Webinar	Benefit Partner