Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-03-08
Set Up Decision Support for Medical Plans

Set Up Decision Support for Medical Plans

Configure demographics for peer groups:
  • Access the Maintain Genders task to configure genders for the gender peer groups.
  • Access the Maintain Related Person Relationships task to configure relationships for the coverage peer group.
  • Select the
    Medical
     check box on the
    Maintain Benefits Coverage Types
     task for each benefit plan to include in the peer group data.
Security:
Set Up: Benefits
 domain in the Benefits functional area.
You can configure peer groups for your U.S. workers so that they can see what medical plans their peers selected in the previous open enrollment event. A peer group consists of workers that have similar demographics, like gender, income, or age. Workday identifies a medical plan as one whose benefit coverage type has the
Medical
 check box selected.
You can schedule a job that generates the peer group data that workers see during open enrollment. During enrollment, Workday displays percentage of peers that selected each plan in the
My Peers Chose
 column of the medical plan grid.
  1. Access the
    Maintain Decision Support Peer Groups for Benefits
     task.
  2. To include a demographic category, select any of these check boxes and select 1 or more of the options:
    • Gender
    • Age Ranges
    • Total Base Pay Ranges
    • Coverage
  3. Access the
    Generate Peer Group Data for Benefits
     task and schedule it for now or in the future.
During open enrollment, workers see statistics in the
My Peers Chose
 column of the medical plan selection grid. They can use the information to guide their selection of a plan, based on what their peers selected in the previous open enrollment event.
Workers won't see the
My Peers Chose
 column if they are in a peer group of fewer than 10 workers. Workday displays
New or Updated Plan
 for new medical plans. If you map a new plan to an existing plan, Workday displays the election percentage of the existing plan. 
Gina is a benefits partner that has 2,000 employees that are eligible for open enrollment, with 3 medical plans. Gina accesses the 
Maintain Decision Support Peer Groups for Benefits
 task and makes these selections:
  • Gender: Male, Female, Not Declared
  • Age Ranges: Under 25, 35-44, 45-54, 55-65
  • Coverage: Child, Domestic Partner, Spouse
Gina then runs the
Generate Peer Group Data for Benefits
 job to generate the data. To see the results, Gina runs the
View Peer Group Data for Benefits
 report, which displays 30 peer groups, 1 for each combination of demographic categories.
This table displays 3 examples of the peer groups:
Gender
Age Ranges
Coverage
Medical Plan
Enrolled
Female
25 - 34
Worker
Plan A
105
Plan B
146
Plan C
49
Male
35 - 44
Worker, Domestic Partner, Spouse, Child
Plan A
150
Plan B
240
Plan C
110
Not Declared
45 - 54
Worker, Domestic Partner
Plan A
45
Plan B
15
Plan C
15
During open enrollment, workers see the percentages for their peer group.
Use the report,
View Peer Group Data for Benefits
, to gain insight into the type of medical plans workers selected in the previous open enrollment event.