Clearing your Workday Tasks of incomplete Change Benefits events

Have you accidently launched a Change Benefits event in Workday that you did not intend to, are ineligible for, or no longer need? As a result of initiating Change Benefits events in error, you may be left with unwanted items in your Workday My Tasks list that can impact desired events in the future.

There are several instances wherein employees may initiate a Change Benefits event in Workday in error. For example, users may initiate an event such “Employee Gains Other Coverage,” then decide to not change their benefits plans after all. They may also unintentionally begin an event by mistake or out of curiosity, such as an “Employee Requests Investment Choice Change,” then receive an error because they are not enrolled in a retirement plan that allows that change.

Because Benefits events are processed in Workday in chronological order, if left in your My Tasks, these unfinished events can create issues when you wish to complete other key benefits events, such as Open Enrollment. However, you can avoid these conflicts by clearing your Tasks list using the methods below.

To clear your Tasks of incomplete and unwanted Change Benefits events, users should either “Cancel” or “Delete Incomplete” these items from their Tasks list using the steps provided in the My Tasks (Inbox) and Notifications reference guide. By cancelling or deleting unwanted events, employees can ensure that no future desired actions are help up waiting for a change that will never process.

Questions? Reach out at the Workday Service Desk.