Set Up Benefits Decision Support for Self-Service Agent

You might need to take additional steps to enable this feature based on your organization's subscription service agreement. Your organization is either on the Main Service Agreement (MSA) or the Universal Main Service Agreement (UMSA). To determine your organization's subscription service agreement:

Select your profile avatar on Workday Community.

Select

Profile

On your profile page, select your organization's name, which is beneath your name and next to your job title.

View your

Subscription Service Agreement

value.

If the value is:

UMSA
, the feature is automatically available. You can skip the

Enable Innovation Services Feature and AI Data Contributions for MSA Customers

step. For more information on Machine Learning data contributions, see Concept: Workday AI for Universal Main Subscription Agreement Customers.

MSA
, you must enable this feature through Innovation Services using the

Enable Innovation Services Feature and AI Data Contributions for MSA Customers

step.

Note: UMSA customers don't have Innovation Services tasks and reports in their tenants as these are for MSA customers only. UMSA customers can ignore all information regarding Innovation Services.

Set up Benefits. See Steps: Set Up Benefits.

Add plan details, such as out of pocket maximum, copay, and deductible amounts, for health care plans in:

The

Expanded Plan Details

section on the

Create Benefit Plan

task. See: Create Health Care Plans.

Benefits Knowledge Base articles. See: Set Up Benefits Knowledge Base Articles and Generate Help Article for Benefit Plan.

Configure and review the article audience rules for Knowledge Base articles to ensure that audience members of benefit groups can view the appropriate articles.

Set Up Benefit Enrollment Instructions.

Set Up Agent System of Record.

Set Up Self-Service Agent.

You can set up and configure the get_benefits_decision_support
tool for the Self-Service Agent to enable employees to get on-demand benefit decision support in Workday.

Access the

Agent Management Hub

report.

From the

Agent Registry

tab, click

Self-Service Agent

On the

Skills

tab, click

Configure

for the MSS - Human Capital Management - Base skill.

From the

Enabled

column, enable the get_benefits_decision_support
tool.

Click

(Optional) Connect a Microsoft SharePoint Account to Self-Service Agent.

This enables the Self-Service Agent to use documents in your Microsoft SharePoint account to reference specific details about your company's benefits. Examples: employer match specifics and health care plan deductible information. See: About the SharePoint Connector for Self-Service Agent.

We recommend adding any supplemental benefit plan information that isn’t included in the

View Benefit Plan

task or benefit enrollment instructions, such as deductibles, copays, prescription costs, procedure coverage, and network details, into a policy document for the agent to reference.

Employees can now ask the Self-Service Agent benefits-related questions and receive on-demand benefits decision support.

2026R2 Feature Release Note: Benefits Decision Support for Self-Service Agent