New Hire Checklist
Get Started with Confidence – Explore your benefit options, complete your enrollment steps, and set yourself up for success from day one.
New Hire Benefits Enrollment Checklist
Use this checklist to help you review your benefit options, complete required enrollment steps, and make informed decisions as a new hire.
Don’t Forget…
- New hire benefit elections must be completed within 30 days of your new hire date. Your coverage is effective the first of the month following your hire date.
- If you enroll a spouse in medical coverage, review and complete any required spouse surcharge attestation during your enrollment process.
| Use this checklist to help you make the most of the new hire enrollment process: | |
| ☐ | Review your benefit eligibility date and new hire enrollment deadline. |
| ☐ | Review your and your family’s healthcare needs for the year ahead. |
| ☐ | Compare medical, dental, and vision plan options and expected payroll deductions. |
| ☐ | Determine whether you want to contribute to an HSA or FSA, if eligible. |
| ☐ | Review optional benefits, including voluntary life, AD&D, critical illness, hospital indemnity, and accident coverage. |
| ☐ | Be prepared to provide required documentation after you have submitted your benefit elections” |
| During Enrollment | |
| ☐ | Connect with Alight if you have questions or need assistance completing your enrollment. |
| ☐ | Complete your new hire benefit elections in Workday. |
| ☐ | Add or update dependent information, including Social Security numbers and dates of birth, if required. |
| ☐ | Submit any required dependent verification or eligibility documentation. |
| ☐ | Complete the spouse surcharge attestation, if applicable. |
| ☐ | Review and confirm your elections before submitting your enrollment. |
| ☐ | After submitting your new hire benefit elections, save or print your Benefits Confirmation Statement for your records. |
| After Enrollment | |
| ☐ | Review payroll deductions once your benefits become effective. |
| ☐ | Keep your confirmation statement and benefit resource materials for future reference. |
