Workday Instructions

This document provides details on the open enrollment period for employee benefits at Ball State University, occurring from October 27 to November 12, 2026.

1 Employee Benefits Open Enrollment in Workday Open Enrollment in Workday 2027 October 27, 2026 – November 12, 2026

Employee Benefits Open Enrollment in Workday Sign in to the MyBallState Dashboard to access Workday. Workday access is located on the left side of the dashboard. Scroll down the left side of the page to Tools, click on the arrow to the right of Human Resource Tools and click on Workday. It will take you to your Workday home page. 2  If making changes, please ensure you have all of your family’s information readily available. (Ex. Child’s birth certificate, marriage license and social security numbers.)  If you need to add a new dependent please add them before completing your open enrollment task as they will not show up in your list if you don’t.  If your spouse had a change in employment or coverage eligibility status, please upload an updated Working Spouse Affidavit. Access Open Enrollment in Workday

Employee Benefits Open Enrollment in Workday ADDING A DEPENDENT (IMPORTANT – OPTIONAL STEP) If you need to add a dependent to any of your plans they must already be listed as a dependent. If they are not already listed, please follow the steps to add the dependents information BEFORE completing your Open Enrollment election. Be sure you have the address, SSN and required documentation available. 3

4 Open Enrollment in Workday Employee Benefits You may use “todays” date when adding a dependent, click OK, enter all required (*) information (Name, relationship, date of birth, address & SSN)

5 Employee Benefits Open Enrollment in Workday Add required documentation (birth certificate, marriage license, etc.) related to the dependent(s) you added and submit

Employee Benefits Open Enrollment in Workday Welcome Screen You will have an Open Enrollment task awaiting action that you will select to start reviewing your 2026 benefits. Review all plans including the dependents covered and covered amounts for the appropriate plans. 6

Employee Benefits Open Enrollment in Workday Workday Inbox In your inbox you will see all tasks that need your attention including your open enrollment, click “Let’s Get Started” 7

Employee Benefits Open Enrollment in Workday Step 1 of open enrollment is to Update your tobacco use affidavit. Click continue. You will then receive the confirmation your tobacco use affidavit was updated. Click continue again. 8

Employee Benefits Open Enrollment in Workday This screen will show you all of the benefits offered to you by Ball State University. This screen is where you can make changes to your benefits for 2026. To make a change or view the benefit and the cost associated with different plans simply click Manage or Enroll under each offered benefit. 9 Enroll in Benefits

Employee Benefits Open Enrollment in Workday SELECTING COVERAGE Within each benefit you have the option to select the coverage or waive the coverage, make your desired selection and click confirm and continue. 10

11 Employee Benefits Open Enrollment in Workday Be sure that each dependent you want to cover under each plan has a blue check mark beside their name. If the dependent you wish to cover is not showing in your selection, go back and add the dependent before finishing your open enrollment elections. When finished, click save.

Employee Benefits Open Enrollment in Workday Under the HSA/FSA/LPFSA/DCAP plans, you will either enter a Per Paycheck amount OR an annual amount. Click save. **IMPORTANT** First, you will no longer be able to front load this plan during open enrollment as Workday does not have the means to accommodate this type of enrollment. Second, If you do not make an election on this screen you will not receive the University seed. You may request a flexible payment where you can select a specific dollar amount to be deducted during a specific pay check. Please contact a Benefit Specialist for instructions on how to complete this if you are interested in this type of payment. 12

Employee Benefits Open Enrollment in Workday Please review your life insurance beneficiaries. Once you have completed reviewing all of your benefits for 2027 click the review and sign box. 13

Employee Benefits Open Enrollment in Workday If you need to upload any documentation please add them here. Click on the “I Accept” box and “Submit” You are now done with your Open Enrollment! 14

Employee Benefits Open Enrollment in Workday Should you need to make any changes during the Open Enrollment time period, you would click on the Personal tab on the left, Benefits and Pay and the edit button under “Benefit Event: Open Enrollment” 15

Employee Benefits Open Enrollment in Workday Things to Review Please review your 2027 insurance benefits. Re-enrollment is required each year to continue some benefits into the following plan year, including:  Flexible Spending Accounts (FSA)  Health Savings Account (HSA) Contributions  Tobacco-Free Premium Discount Affidavit: If you do not take any action during Open Enrollment you will lose your tobacco-free premium discount beginning January 1, 2027. 16

18 Open Enrollment in Workday Employee Benefits OE Checklist for Active Employees  Review your 2027 Benefits Open Enrollment Information Guide  Attend our Cardinal Day of Well-Being and Benefits Fair on November 5, 2026  If you do not know your BSU username and password, contact the BSU Help Desk at 5-1517  Complete your 2027 benefit enrollment in Workday by Thursday, November 12, 2026  Have questions or need assistance? Attend one of our OE sessions or contact the Employee Solution Center at 285-1834 to speak with a Benefits Specialist

19 Employee Benefits Office of Employee Benefits Senior Benefit Specialist – Active & Retirees Penny Masters 285-8496 pmmasters@bsu.edu Benefit Specialist – Active Employees Elizabeth Batt 285-8404 Elizabeth.batt@bsu.edu Benefits Specialist – Active Employees Scott Turner 285-8469 tsturner@bsu.edu Benefit Specialist - Retirees Lauren Craycraft 285-8470 Lauren.craycraft@bsu.edu Open Enrollment in Workday