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Administrator Guide
Last Updated: 2025-02-07
Configure the Benefits and Wellbeing Wallet

Configure the Benefits and Wellbeing Wallet

You can configure and display program cards targeted to specific workers on the
Wallet
page of the
Benefits and Pay
 hub. See: Reference: Benefits and Pay Hub.
Workers can then easily view their benefits information on their mobile devices, enabling them to access their benefits information on the go.
  1. Access the
    Create Benefit Providers
     or
    Edit Benefit Providers
     task.
    Select the
    Benefit Program Partner
     check box.
  2. Provide the benefit program partner with the request information that they use to import wallet data.
    1. The End Point URL: Run the
      Public Web Services
       report and locate the
      Put_Worker_Benefit_and_Wellbeing_Wallet_Cards
       web service. From the related action, select
      Web Service
      →
      View WSDL
      . Go to the end of the file and locate the WSDL ID link.
    2. The
      Benefit_Provider_Reference
      : Access the
      Benefit Provider
       task and find the benefit provider you want. From the related action, select
      Integration ID
      →
      View IDs
      .
      You can also find this value in the
      Provider ID
       field on the
      Benefit Provider
       report.
    3. The
      Coverage_Type_Reference
      : Access
      Benefit Coverage Types
       report and select the coverage type that you want. From the related action, select
      Integration ID
      →
      View IDs
      .
      You can also find this value in the
      Coverage Type ID
       column of the
      Maintain Benefit Coverage Types
       task.
  3. Access the
    Maintain Benefit and Wellbeing Wallet
     task and configure the
    Wallet
     page on the
    Benefits and Pay
     hub.
    As you complete the task, consider:
    Option Description
    (Optional)
    Wallet Page Overrides
    Enter a custom page label and description. The label displays as the title of the
    Wallet
     page of the
    Benefits and Pay
     hub.
    Section Overrides
    • Enable the sections that you want to display on the
      Wallet
       page and optionally enter custom display labels for each section.
    • (Optional) Enter custom instructional text.
    (Optional)
    View Details Overrides
    Enter a custom label for the
    Additional Information
     link. Example: Related Information.
  4. (Optional) To customize the
    Wallet
     tab label that displays in the
    Benefits and Pay
     hub, access the
    Maintain Hubs
     task.
    Select the
    Custom Hub Navigation
     option from the
    Actions
     menu next to the
    Benefits and Pay
     hub.
    Click
    Override
     next to
    Wallet
    and update the name.
  5. Configure and import worker-specific card details using these web services:
    • Put Worker Benefit and Wellbeing Wallet Cards
       for a single card type. The request includes the
      Card ID
      ,
      Benefit Provider
      ,
      Coverage Type
      ,
      Plan Name
      ,
      Opt In Preference Link
      ,
      Logo
      , and
      Worker ID
      .
    • Bulk Import Put Worker Benefit and Wellbeing Wallet Cards
       for multiple card types. The request includes the
      Card ID
      ,
      Benefit Provider
      ,
      Coverage Type
      ,
      Plan Name
      ,
      Opt In Preference Link
      ,
      Logo
      , and
      Worker ID
      .
    This step is for the benefits program partner.
    Because the
    Plan Name
     field is an attribute, Workday recommends that the name used by the benefit program partner matches the benefit plan name in Workday.
    When the program partner imports the card into the worker's wallet, Workday displays a generic card until the worker links their account. When the worker changes their opt-in display preference on the partner's site, the provider can then update worker cards with detailed information.
  6. Audit workday wallet data.
    This step is for the benefits program partner.
    Use the
    Get Wallet Opt In Preference
     web service to retrieve a list of the workers who have opted-in to wallet cards.
    The benefits program partner can run audits to confirm that Workday displays the detailed cards for the correct workers compared to the partner's own records.
Workers can now access the
Wallet
 page in the
Benefits and Pay
 hub to view their specific benefits cards.