Retiree Workday Open Enrollment Instructions

Use this step-by-step guide to help you complete your retiree Open Enrollment elections. The guide walks you through each stage of the enrollment process, from reviewing your benefit options and comparing plans to making your selections and submitting your elections. Following these instructions will help ensure you complete all required steps and make informed choices for the upcoming plan year.

Retiree Open Enrollment Step-by-Step Guide

Follow the instructions below to enroll in or make changes to pre-65 medical coverage during Open Enrollment. Pre-65 medical, retiree dental, vision and life insurance coverage will automatically roll over to 2027 if you make no changes.

  1. 1
    Getting Started

    1. Log in to Workday. 

    2. Select the inbox icon at the top right of your screen. You will see a task that states Open Enrollment Change.
       • Note: If you do not see this task, contact the Benefits Department at Benefits@louisville.edu or call the Open Enrollment Line at 502-852-0040 (Monday–Friday, 8:00 AM–4:30 PM) between October 12 and October 30, 2026.

    3. Click Let’s Get Started.

    4. If prompted, update dependent Social Security Numbers, then click OK → Continue.

  2. 2
    Selecting & Managing Benefits

    Click Enroll or Manage on the medical enrollment card to enroll in medical coverage for the first time or to make changes for 2027. Your current election will roll over if no changes are made. Confirm your medical election and click Confirm and Continue to move to the next screen. 

    • Health Savings Account (HSA): Once enrolled in any part of Medicare; you are no longer eligible to contribute or receive employer HSA contributions. HSA funds may only be used for qualifying individuals claimed on your tax return. You may not receive or use HSA contributions on qualifying adults or dependents you do not claim on your taxes.

  3. 3
    Adding Dependents

    1. Manage Dependents: Add or review dependents under the medical enrollment card.  Ensure each dependent covered has a blue checkmark selected. To add a dependent, click Add New Dependent (complete all required fields marked with an asterisk) and click Save.

    2. Click Review and Sign at the bottom of the screen (or Save for Later if you plan to return later to finalize your selections no later than 11:59 p.m. EST on October 30, 2026).

  4. 4
    Verification & Final Submission

    1. Review Summary: Review your elected coverage on the View Summary page. Attach any required dependent verification documentation if prompted.

    2. Electronic Signature: Scroll to the Electronic Signature Statement at the bottom of the page and check I Accept.

    3. Submit & Print: Click Submit. Click View 2027 Benefits Statement to print or download a copy of your records, then click Done.

Finalizing your elections

Approval & Effective Date: Once you have completed the Action Items in your Inbox, the Open Enrollment process will route for approvals. Once approved, the process is complete. Your elections will become effective January 1,2027.

Making Changes Later

You can edit your choices anytime until Open Enrollment closes on October 30, 2026, at 11:59 PM EST. To edit: Log in to Workday → Select 'Personal’ and then ‘Benefits and Pay' → Click 'Edit' under 'Needs Attention'.