Submitting a benefits request

From Benefits, you can ask questions and enroll and modify the company benefits your company provides. You can also ask questions and enroll and modify your beneficiaries and request tuition reimbursement for any approved classes you attended.

From Benefits, you can:

  • Inquire about and enroll or modify your company benefits
  • Inquire about and enroll or modify your beneficiaries
  • Inquire about and request tuition reimbursement for approved classes you have completed

Benefits inquiry

You can ask questions about benefits provided by your company.

About this task

Use the inquiry page for a benefit to ask questions. There are three different inquiry forms for benefits.
  • Benefits Inquiry
  • Enrollment Inquiry
  • Tuition Reimbursement Inquiry

Procedure

  1. Navigate to Self-Service > HR Service Portal.
  2. Under Browse HR Service Catalog, select Benefits.
  3. Select the benefit or enrollment inquiry page to ask a question.
  4. Review the knowledge articles that appear if desired. Otherwise, continue with the remaining steps.
  5. Open the form and complete the required information.
    Field Description
    If your question is regarding a specific plan, please select the plan Select the plan associated with your question.
    What is your question? Enter your question.
  6. To attach a document, click Add attachments.
  7. Browse to the documentation on your computer and click or double-click the form you want to attach.
  8. Click Submit.

Result

After submitting the completed form, the process to enroll you in the company medical benefit plan begins.

Follow the same steps to enroll in dental, vision, pharmacy, 401(k), tuition reimbursement, and beneficiaries.

Enroll in or modify benefits from the HR Service Portal

You can open the HR Service Portal to enroll in benefits or modify your existing benefit plan.

About this task

There are several types of benefits in the Browse HR Service Catalog section of the HR Service Portal that require enrollment or allows for modifications.

Procedure

  1. Navigate to Self-Service > HR Service Portal.
  2. Under Browse HR Service Catalog, select Benefits.
  3. Select the item to enroll in or modify, such as Medical Plan Enrollment.
  4. Review the knowledge articles that appear if desired. Otherwise, continue with the remaining steps.
  5. Open the form and complete the required information.
  6. To attach a document, click Add attachments.
  7. Browse to the documentation on your computer and click or double-click the form you want to attach.
  8. Click Submit.

Result

After submitting the completed form, the process to enroll you in the company medical benefit plan begins.

Follow the same steps to enroll in dental, vision, pharmacy, 401(k), tuition reimbursement, and beneficiaries.

Request tuition reimbursement

If your organization reimburses the tuition you paid for courses that support your role, a tuition reimbursement request form is available from the HR Service Portal or Catalog.

About this task

There are several steps your company can set up for tuition reimbursement. One scenario is:
  • Submit an approval request to take a course or curriculum for tuition reimbursement.
  • An education agreement form is sent to you for a signature.
  • After receiving the education agreement, the request for tuition reimbursement is granted.
  • After course or curriculum completion, you can request tuition reimbursement and attach required documentation like your payment receipt and transcript/course completion.

You can request course approval and tuition reimbursement through the Catalog in the top banner area of the HR Service Portal page or under Benefits under Browse HR Service Catalog.

Procedure

  1. Navigate to Self-Service > HR Service Portal.
  2. Under Browse HR Service Catalog, select Benefits.
  3. Select Tuition Reimbursement Request.
  4. Review the knowledge articles that appear if desired. Otherwise, continue with the remaining steps.
  5. Open the form and complete the required information.
    Tab Description
    Name of School or Company Enter the name of the school or company sponsoring the class you are requesting tuition for.
    Course Title Enter the course title.
    Course Start Date Select the date the course starts.
    Course End Date Select the date the course ends.
    Estimated Cost Enter an estimation of the course fees/tutition.
    Justification for taking the course Enter a description of why taking this course is relevant to your job or career.
  6. Click Add attachments to upload course documents.
    The documents appear at the bottom of the form. You can view them by double-clicking the link, edit the title, or remove them if necessary.
  7. Click Submit.
    The case is created. You can see the case in My Open Cases on the HR Service Portal.

What to do next

If you did not attach the required documents, you can attach them to the HR request when you are ready. Open the HR request, and click the attachment icon to navigate to the document location and select them.

Request leave of absence

Request a leave of absence from the HR Service Portal.

About this task

There are two ways to request a leave:
  • Submit a request from the HR Service Portal.
  • Click a link in the HR Service Portal that takes you to Workday.

Make a request from the HR Catalog in the top banner area of the HR Service Portal page or under Benefits under Browse HR Service Catalog.

Procedure

HR Service Portal request

  1. Select Request Leave of Absence.
  2. Open the form and complete the required information.
    Tab Description
    First Day Of Leave Select the day the leave of absence starts.
    Estimated Last Day Of Leave Select the day you believe your leave of absence ends.
    Leave Type Select Long Term Disability or Short Term Disability.
  3. Click Add attachments to upload related documents.
    The documents appear at the bottom of the form. You can view them by double-clicking the link, edit the title, or remove them if necessary.
  4. Click Submit.
    The case is created. You can see the case in My Open Cases on the HR Service Portal.

What to do next

If you did not attach the required documents, you can attach them to the HR request when you are ready. Open the HR request, and click the attachment icon to navigate to the document location and select them.