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Administrator Guide
Last Updated: 2025-05-02
Configure Benefit Program Cards

Configure Benefit Program Cards

  • Select the
    Benefit Program Partner
     check box on the
    Edit Benefit Providers
     task.
  • Security:
    • Manage: Benefits for Organizations
    • Self-service: Benefit Elections
    • Self-Service: Benefits
    • Self-Service: Benefits and Pay Hub
    • Set Up: Benefits
    • Worker Data: Benefits
Program cards contain information that you need to communicate to workers. They contain text, images, and links for users to follow for further information. Benefit administrators can create content or authorized benefit program partners can import content using the
Benefits Partner Program Integrations
 web service. See Set Up Security and Endpoints for External Benefit Program Partners.
  1. Access the
    Maintain Benefit Programs
     task.
    You see content on this page only if you’ve enabled a provider as a program partner with the
    Edit Benefit Provider
     task.
  2. Create new cards related to a provider by selecting the provider name and clicking the
    +
     button.
    (Optional) For program content that isn't related to a provider, access the
    Create Benefit Provider
     task. Create a provider with a name that meets your organizational requirements. Example: Internal Benefit Programs. Be sure to select the
    Benefit Program Partner
     check box.
  3. As you complete this task, consider:
    Option Description
    Display Order
    Specify the order in which the program cards display.
    Enabled
    Select to display the benefit program card in your tenant.
    Selecting this check box displays the program card based on the
    Start Date
     value. We recommend that you preview the card before selecting this check box.
    Title
    Enter the name of the benefit program. Example: Open Enrollment.
    Description
    Enter the text for the program card. Example: Get ready for open enrollment by reviewing your new benefits options!
    Start Date
    Select the date when Workday displays the program card.
    End Date
    Select the date when Workday stops displaying the program card.
    Benefit Group
    Select 1 or more benefit groups that can see the program card.
    Benefit Coverage Type
    Select benefit coverage types for the program card. Example: Medical, Dental, Vision.
    • Required for My Tasks, benefit plan selection, and an election submission confirmation.
    • Optional for the Overview section of the
      Benefits and Pay Hub
       and the Total Rewards statement.
    When selecting coverage type for the Overview section of the
    Benefits and Pay Hub
     and the Total Rewards statement, Workday displays a program card for eligible workers. A worker is eligible when:
    • They received the coverage type in a previous enrollment.
    • You offer them the coverage type in a current event (including statuses of
      Not Started
      ,
      In Progress
      , or
      Submitted
      ).
    • You offer them the coverage type in a close or finalized future-dated event.
    If you don’t select a coverage type for a card, Workday will automatically display the card in the Overview section of the
    Benefits and Pay Hub
    , and in the Total Rewards statement (if you select those locations) for the workers in the selected benefit groups once the card is enabled within the specified start and end dates. You also must select a coverage type when you select 1 or more of these
    Benefit Program Locations
    :
    • Benefit Plan Selection
    • My Tasks
    • Submit Election Confirmation
    Benefit Plan
    Select 1 or more benefit plans for the program card.
    Benefits Program Location
    Select in which of these locations to display the benefit program card:
    • My Tasks.
    • The 
      Benefits and Pay Hub
      , under the
      Discover Your Rewards
       section.
    • During benefit plan selection.
    • The enrollment confirmation page when the worker submits their elections.
    • Total Rewards statement.
    Image
    Upload 1 image for the program card.
    Program Card Section Title Override
    Override the
    Discover Your Rewards
     section title. Example: What's New with your Benefits?
    URL
    Enter a link to information about the program. Example: A link to a list of health care benefits.
    URL Alias
    Enter a user-friendly link for web pages to makes it easier for workers to navigate the web site. Example: You have a URL for a list of health care benefits: 
    https://www.gms.com/benefits/healthcare/benefitslist.html
    . You can enter a URL alias of
    https://www.gms.com
    .
    Wellbeing Interest
    Select the interests that workers can select from. Example: You can enable the Financial category to include the Retirement interest.
    You define these interests when configuring the worker wellbeing profile. See Set Up the Worker Wellbeing Profile Card.
    Admin Notes
    Displays information provided to the benefits administrator from the benefits program partner.
    Source
    Displays
    Local
     if you create the card in Workday and
    Imported
     if a benefits program partner imported the card into Workday. 
  4. Click
    OK
     and click the
    Preview
     button to display the program card.
After you select the
Enable
 check box, workers can see the information in the program card beginning on the start date.