This job aid instructs users to change their Optional Retirement Plan (ORP) vendor election in Workday. An ORP vendor change can be completed once annually. An error alert will display with additional attempts.
Required Security Roles
Initiator(s) - All eligible users can change their ORP vendor election in Workday once annually.
Approver(s) - To approve this business process, you must have the Central Benefits Partner security role.
Check your security role
To check your security roles, use this job aid: View Security Roles.