Pension plan enrollment

The following steps will walk you through enrolling in the pension plan. 

1. On the Workday homepage, click View All Apps to go to Benefits and Pay under Personal.

2. Click Benefit Elections under Benefits. Then click the Benefits and Pay button

3. From the Change Reason options, select Pension Enrolment.
4. Click the Calendar icon to enter the 1st of the following month as the Benefit Event Date, i.e. If today is Nov 5, select Dec 1 for the date. 

5. Click Submit without attaching anything to continue on to the pension election screen.

6. Click the Open option in the pop-up window.

7. Click Let's Get Started to continue.

Note: No changes are completed at this point. If you selected Save for Later, or navigated away from this task without clicking Open, this task will be saved in your Workday inbox for you to complete and submit from there.

Retirement savings elections

8. Click Manage or Enroll under the Pension plan. 

9. Click Select to opt into the pension plan. 

Note: You are only eligible to waive if you are under age 35. Employees not eligible for the pension plan will not have the option to elect. You cannot waive once you have elected to join the pension plan.

10. Click Confirm and Continue to proceed to the beneficiary screen.
11. Click the + in the beneficiary table to add beneficiaries or the - to remove them.
12. Click the menu prompt and select Add New Beneficiary (do not select Trust)if you have not set them up as a beneficiary yet, or Existing Beneficiary if you have already entered their information. 

13. On the Add New Beneficiary screen, enter the following information:

• Relationship

• Name

• Address 

• Phone number

For a Trust (i.e. minor child under 18), enter as follows:

• First Name: John Doe in trust for
• Last Name: Minor child full name 

Note: All relationship/contact information should be for the adult trust. Each trust needs a separate record. If naming an Estate, First Name: Estate of; Last Name: John Doe

14. Once your beneficiary is listed, enter the Percentage amount. 

Note: Percentages must equal 100.

15. Repeat the process for any additional or secondary beneficiaries, noting that a spouse must be listed as the primary pension beneficiary if applicable. If you would like to name someone other than your spouse as a primary beneficiary, you must complete a Spousal Waiver form and send it to HR in EC1 (required for marriage or common law of 3 or more years). 

Note: Secondary beneficiaries are optional and can be listed as a back-up in case the primary beneficiary is deceased.

16. Once changes are complete, click Save.

Review and Sign 

17. Once changes have been completed, click Review and Sign at the bottom of the screen. 

Note: Changes are not finalized until this step is completed. 

18. Review your changes and select the I Agree checkbox.

19. Click Submit.
20. This next page presents a summary of your benefit elections for your reference only. You may choose to print or save this page or just click Done. Do not send this page to Human Resources.

Inbox tasks

Wet signatures are required for legal purposes for any beneficiary changes. Navigate to your Workday inbox to find the Review Documents tasks.

21. Click the PDF beneficiary document to print, sign and send to Human Resources in EC 1 within 30 days.
22. Once sent, click I Agree and click Submit at the bottom of the screen to complete your benefit changes.

Note: You must click Submit to complete these changes. This event will only be complete when there are no outstanding tasks in your Workday inbox.