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Administrator Guide
Last Updated: 2023-06-23
Set Up Benefits Knowledge Base Articles

Set Up Benefits Knowledge Base Articles

  • Workday Help SKU.
  • Security: In the
    Help
     functional area, the segmented security group for benefits administrator needs:
    • Manage: Help Articles
       (Modify)
    • View: Help Articles
You can create a knowledge base of articles related to health care benefit plans. You can link the last published version of an article that you create and publish with the
Create Article
 task to a benefit plan. This feature doesn't add article links to the worker's benefit plan.
  1. Access the
    Maintain Article Categories
     task to create benefits article categories.
  2. Set up security to give benefits administrators the ability to create knowledge base articles and add them to benefit plans. Create a segment-based security group to limit the categories benefits administrators have access to.
    1. Access the
      Create Security Group
       task and select
      Segment-Based Security Group
       as the type. Name the new security group.
    2. In the
      Security Groups
       field, select
      Benefits Administrator
      .
    3. In the
      Access to Segments
       group, select categories in the
      Knowledge Base Article Category
       prompt that you want administrators to be able to use for creating and managing articles.
    4. Give this security group modify and view permissions for the
      Manage: Help Articles
       domain.
  3. Create articles and add them to benefit plans:
    1. Access the
      Create Article
       task to author and publish articles.
    2. Link an article to a benefit plan by accessing the
      Edit Benefit Plan
       task. Select an article title from the
      Related Article
       field.