Reference: Sample QuickTips for Change Benefits

You can use these sample QuickTips as a starting point when adding your own QuickTips to the

Change Benefits

task.

The sample information we provide might not apply to your business needs or tenant configuration. Modify and review all information according to your tenant requirements before publishing this guidance to your tenant.

Change Benefits

Field	QuickTip Title	QuickTip Description
Change Reason	Change Reason	Select a reason for changing your benefits. Example: Beneficiary Change.
Benefit Event Date	Benefit Event Date	Select the date on which the event occured. Example: The date on which to add 1 or more dependents because of a birth or a marriage.
Attachments	Evidence of Insurability Attachment	Click Select Files and attach the required documents to show evidence that the benefit changes are valid. Example: birth certificate, marriage certificate, death certificate...

Revise Benefit Changes

Field	QuickTip Title	QuickTip Description
Change Reason	Change Reason	Select a reason for changing your benefits. Example: Beneficiary Change.
Benefit Event Date	Benefit Event Date	Select the date on which the event occured. Example: The date on which to add 1 or more dependents because of a birth or a marriage.
Attachments	Evidence of Status Change Attachments	Click Select files and attach the required documents to show evidence that the benefit changes are valid. Example: birth certificate, marriage certificate, or death certificate.

Health Information

Field	QuickTip Title	QuickTip Description	Considerations
Health Information Section: Have You used tobacco in any form in the past 12 months?	Have you used tobacco?	Select the correct answer.

Plan Selection

Field	QuickTip Title	QuickTip Description	Considerations
Plans Available	Plans Available	Select or waive benefit plans that can be updated. Available plans depend on the reason for changing your benefits.	The language in this field applies to any benefit plan and needs to work for health care, insurance, and for additional benefit plans.
Coverage	Coverage	Enter or select the type or amount of coverage that you want. This might be an amount, a percent, or selection from a list.
Per Paycheck	Contribution Per Paycheck	Enter the amount you want want to contribute for each pay period.
Annual	Annual Contribution	Enter the amount you want to contribute for the benefit year.
Primary Beneficiaries	Primary Beneficiaries	Select existing beneficiaries and add any new ones that you wish to include. Enter the percentage of the benefit that each should receive, totaling 100 percent.
Secondary Beneficiaries	Secondary Beneficiaries	Select existing beneficiaries and add any new ones that you wish to include if the primary beneficiaries are ineligible to receive the benefit. Enter the percentage of the benefit that each should receive, totaling 100 percent.
Contribution Type	Contribution Type	Typically an amount or percentage.
Employee Contribution	Employee Contribution	The amount or percentage of your salary that you wish to contribute toward the benefit, per paycheck.

Retirement Savings by Coverage Type/Allocate Retirement Savings Across Multiple Providers

Field	QuickTip Title	QuickTip Description
Contribution Type	Contribution Type	Select Amount or Percentage for your contribution.
Employee Contribution	Employee Contribution	Enter the amount you're contributing to 1 or more plans. Must equal 100 percent, or the designated monetary amount.
Employer Contribution	Employer Contribution	Enter the amount or percentage of the employee' salary the organization will contribute to each benefit plan.

Save For Later Confirmation

Field	QuickTip Title	QuickTip Description
Elected Coverages	Elected Coverages	A summary of the benefits you have selected and their coverages, including dependents, beneficiaries, amounts or rates of coverage.
Waived Coverages	Waived Coverages	The benefits that you have not selected for each coverage type.
Beneficiary Designations	Beneficiary Designations	Summarizes the dependents or other designees that receive your benefits after your death.
Current Benefit Credits	Current Benefit Credits	A summary of credits that you are eligible for, which might defray the cost of benefits.

Review and Submit/View Summary

Field	QuickTip Title	QuickTip Description
Selected Benefits	Selected Benefits	The benefits that you have selected for each coverage type.
Waived Benefits	Waived Benefits	The benefits that you have not selected for each coverage type.
Credits	Total Benefit Credits	Total Credits that Workday uses to offset your benefit costs.
Total Benefit Cost	Total Benefit Costs	The amount you pay for coverage in the benefit period.
Comment	Comment	Notes for reminders or documentation.
I Accept	I Accept	The required check box that says you acknowledge the terms for these benefits and that you are the employee for these benefits.

<Year> Benefits Statement

Field	QuickTip Title	QuickTip Description
Beneficiary Designations	Beneficiary Designations	The people that you have selected to receive your benefits if you pass away. (rewrite)
Elected Benefits	Elected Benefits	The benefits elections that you selected for the current year.
Waived Benefits	Waived Benefits	The benefits elections that you waived for the current year.
Benefit Credit Summary	Benefit Credit Summary	The credits that you received to offset your benefit costs.
Total Benefit Cost	Total Benefit Cost	Summarizes the employer contribution and worker cost for benefits, along with any credits used to offset your costs.

Change My Marital Status

Field	QuickTip Title	QuickTip Description	Considerations
New Marital Status	New Marital Status	Select the correct status that matches you marital situation.