Generate Help Article for Benefit Plan
- Workday Help SKU.
- Security:
- Generate: Benefit Plan Help Articlesdomain in the Benefits functional area.
- Manage: Help Articlesdomain in the Help functional area and the People Experience functional area.
You can use Generative AI (GenAI) to generate Help articles for your benefit plans. When you run the task, Workday automatically generates a draft article and places it in the Help Workspace, after which you can review, edit, and publish it for workers to read and better understand their benefit options. You can then link the articles to the
Related Articles
field of the associated healthcare plan. You can generate Help articles for these benefit plan types:
- Additional Benefits Plans.
- Health Care Coverage.
- Health Savings Account.
- Insurance.
- Retirement Savings.
- Spending Account.
When generating your article, the GenAI incorporates these benefit plan details:
- Benefit Plan Full Name.
- Benefit Provider.
- Currency.
- Dependent Plan Eligibility.
- Description.
- Expanded Plan Details.
- Frequency.
- Overage Dependent Eligibility.
- Plan Costs.
- Plan Short Cut Name.
- Plan Type.
- Worker Plan Eligibility.
You can only generate articles for Health Care Coverage plan types. This feature only generates content in English - U.S.
- Access theGenerate Help Article for Benefit Plantask.Or, from the related actions menu of the healthcare benefit plan, select
- Select theBenefit Planyou want to generate an article for.
- Select aPlan Data as of Date.Workday uses the benefit plan configuration as of this date to generate the article's content.
- Enter a unique title for your article.
- SelectOK.Workday displays the selected plan and any existing published articles linked to that plan.
- SelectGenerate Help Article.
Workday directs you to the generated article in the Help Workspace.
- Review, edit, then publish your article.
- (Optional) Access theEdit Benefit Plantask and manage Help article links in theRelated Articlesfield.