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Administrator Guide

Reference: Workday Wellness Key Terms

Reference: Workday Wellness Key Terms

Use these definitions to streamline Workday Wellness configuration and troubleshooting.

Core Concepts

Term	Definition
Wellness Partner	An external provider integrated with Workday to deliver benefits, absence, or general well-being services. Example: Administrator, carrier, or ISV.
Tenanted Wellness Partner	A wellness partner that is available in your tenant but hasn't yet been merged with a connected wellness partner.
Connected Wellness Partner	A wellness partner that you have authorized to interact with your Workday tenant.
Workday Wellness Hub	A centralized location where you manage wellness partner access, use cases, and configurations.
Use Case	A specific integration capability enabled for a wellness partner. Example: Worker Data and Enrollments or Connected Absence .

Access and Authorization

Term	Definition
Access Code	A unique, 24-hour code you generate to enable a wellness partner to request access to your tenant.
Company Access Request	A POST request that a wellness partner initiates to connect to your tenant. This requires the Customer Agreement ID provided during implementation.
SAML SSO	A configuration that enables secure navigation for employees between Workday and a Wellness Partner digital experience.

Data Exchange and Events

Term	Definition
Worker Data and Enrollments	A foundational use case that enables wellness partners to retrieve demographic, job, dependent, and beneficiary enrollment data.
Worker Data Change Event	A modification in worker data, as permitted by your tenant, that initiates a notification to a wellness partner.
Event Subscription	Enables wellness partners to receive notifications for specific data changes.
Leave Setup	Defines how leave data is included in the worker data exchange.

Worker Data Management (Errors)

Term	Definition
Worker Data Management	Enables you to review and resolve data errors reported by wellness partners.
Error Type	Classifies the impact of a data issue on the integration.
Critical Error	Restricts worker data and notifications from being shared with the wellness partner until resolved.
Warning Error	Enables data sharing to continue while highlighting discrepancies for your review.

Employee Experience and Communications

Term	Definition
Worker Communications	Enables wellness partners to deliver targeted communication cards to employees in Workday.
Worker Communication Card	A partner-administered messaging item displayed in the Benefits and Pay hub or Benefits Enrollment .
Individual Card	A targeted communication for a specific worker.
Group Card	A targeted communication for a group of workers based on eligibility criteria such as demographics or benefit plans.

Benefits, Absence, and Claims

Term	Definition
Evidence of Insurability (EOI)	A use case where employees provide coverage eligibility information to wellness partners. You monitor these requests and can apply overrides in Workday.
EOI Status	The current state of an EOI request. Example: Pending , Carrier Approved , or Admin Approved .
Connected Absence	Dynamically routes employees to a wellness partner digital experience for leave requests and synchronizes claim data.
Absence Classification	Determines how a request is processed and routed. Example: Leave Type .
Claim ID	A unique identifier assigned by a Wellness Partner for a leave or absence claim, used for tracking in Workday.

Configuration

Term	Definition
Mapping Setup	A general configuration that aligns your tenant values with standardized Workday Wellness values for all wellness partners.
Wellness Override	Defines partner-specific values or text-based calculated fields for data shared with a wellness partner.
Plan Setup Automation	Enables wellness partners to submit benefit plan configurations to Workday.
Partner-Administered Configuration	A plan proposal that a wellness partner submits for your review, completion, and approval in the Workday Wellness hub.