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Administrator Guide
Last Updated: 2025-02-07
Set Up Security and Endpoints for External Benefit Program Partners

Set Up Security and Endpoints for External Benefit Program Partners

Security:
  • Manage: Benefit Program Software Partner
  • Manage: Benefits for Organizations
You can enable benefits program partners to create and import program cards for your employees. You can use the
Maintain Benefit Programs
 task to specify which employees see the cards and where they display. Cards can have up to 3 lines of text and an image. Workday provides a web service that enables the benefits program partners to build a certified integration. We provide a security domain specifically for the program partner.
This task describes the steps that the benefits administrator performs to enable the benefit program partner to create and import the programs.
  1. Configure security for benefits program partners.
    1. Create the integration system user account, which enables you to set up a Workday account for software partners.
    2. Select
      Do Not Allow UI Sessions
       to restrict the account for integrations only.
    3. Select the
      Security Profile
      -related action from the new Workday account.
    4. Select
      Assign Integrations System Security Groups
      .
    5. Add the account to an existing or new integration security group, which must be unconstrained.
    6. Edit the
      Manage: Benefit Program Software Partner
       domain security policy and give the relevant security groups view or change access.
    7. (Optional) Include the account on the
      Manage Authentication Policies
       report.
    8. Access and run the
      Activate Pending Security Policy Changes
       task.
  2. Provide an endpoint URL to the benefit program partner:
    1. Sign into the tenant for your endpoint.
    2. Run the
      Public Web Services
       report and locate the
      Benefits Partner Program Integrations
       web service for benefit program cards. For cards that display on the on the
      Wallet
       page of the
      Benefits and Pay Hub
      , locate these web services:
      Put_Worker_Benefit_and_Wellbeing_Wallet_Cards
      ,
      Benefit_Provider_Reference
      , and
      Coverage_Type_Reference
      .
    3. From related actions of the web service, select
      Web Service
      View WSDL
      .
    4. Go to the end of the file and locate this line, where [
      link
      ] is the WSDL ID that you provide.
      <soapbind:address location =“[
      link
      ]”>
    5. Send the end point to the benefits program partner.
The
Put Benefit Partner Program
 web service becomes available to the benefits program partner.
Configure program cards.