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Administrator Guide
Last Updated: 2026-04-17
Steps: Configure Plan Setup Insurance

Steps: Configure Plan Setup Insurance

  • Connect a wellness partner.
  • Configure the Benefit Plan Eligibility Rules for your tenant. A new Benefit Class Identifier field is available on these rules to enable automatic mapping.
  • Security:
    Manage: Wellness Partners
     domain in the
    Workday Wellness
     functional area.
Wellness partners can post insurance plan proposals directly to your tenant using APIs. You can audit proposal details, verify configurations, and approve or reject plans.
  1. Access the
    Manage Wellness Partners
     task.
  2. On the
    Data Center
     tab, access the
    Mapping Setup
     task.
  3. Complete the task:
    Option Description
    Product Type
    Map insurance coverage types.
    Coverage Tier
    Map insurance coverage targets.
    Gender
    Map gender values used for insurance rates.
  4. Access the
    Manage Wellness Partners
     task.
  5. On the
    Benefit Plans
     tab, view the
    Unpublished
     tab to see new plan packages sent by wellness partners.
  6. Click
    Review
     for a pending proposal to view partner details, coverage types, and specific plans.
  7. Complete the task:
    Option Description
    Continue to Configuration
    Proceed to the task wizard to audit and finalize plan details.
    Reject Proposal
    Decline the incoming plan package.
  8. Use the task wizard to review the
    General
    ,
    Insurance Coverage Level
    ,
    Insurance Rate
    , and
    Eligibility & Rates
     sections.
  9. Click
    Approve
     or
    Reject
     on the
    Review and Approve
     page.
  10. Once one or more plans in a package are complete, click
    Publish
     to make the plans active in your tenant.
  11. Access the
    Manage Wellness Partners
     task.
  12. On the
    Benefit Plans
     tab, view the
    Unpublished
     tab for plans with a status of
    Partner Update
    .
  13. Review the delta view to identify specific changes made to existing sections. Partners must send a new POST request to update the coverage type or coverage target, as they cannot update these fields using the PATCH API.
Workday moves the published benefit plans to the
Published
 tab. The insurance plan is considered not in use until it is part of an election package.