Summary
This article explains how you add or update dependents in Workday. You should use this process if you need to change dependent information such as name, relationship, or contact details outside of a benefits change event. Some dependent updates automatically trigger a benefits change task in your Workday inbox. [Update Dependents | PDF]
Body
Quick Reference Guide
Objective or Task
Add a new dependent or update existing dependent information in Workday.
Before You Begin
- You have access to Workday.
- You understand that updating dependents does not automatically add them to benefit coverage.
- You know that some dependent updates may trigger a benefits change event.
Instructions
Access the Dependents Page
- From the Workday landing page, enter Dependents in the search bar and open the report.
- Alternatively, open View All Apps, select Benefits and Pay, then select Dependents.
Add a New Dependent
- Select Add to create a new dependent.
- Enter the dependent’s information as prompted.
- Select the appropriate Dependent Event Reason.
- Some event reasons automatically trigger a benefits change event in your Workday inbox.
Update an Existing Dependent
- Locate the dependent you want to change and select Edit.
- Open the Effective Date and Reason section.
- Select the most appropriate reason for the dependent change.
- This may automatically trigger a benefits change event.
Update Dependent Information
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Update required fields in Dependent Personal Information.
- Name
- Gender
- Date of Birth
- Relationship
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Select the correct relationship type if both partners are University employees to ensure proper benefit premium credit.
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Update Contact Information if needed.
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Update Identifier Information if available.
- An identifier may be required later during a benefits change event.
Submit the Update
- Select Submit to complete the dependent update.
- Complete any Change Benefits task that appears in your Workday inbox if benefit coverage needs to be updated.
Outcome
Your dependent information is updated in Workday, and any required benefits change events are initiated.