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Administrator Guide
Last Updated: 2026-04-17
Steps: Set Up Workday Wellness and Connect Wellness Partners

Steps: Set Up Workday Wellness and Connect Wellness Partners

Security:
Manage: Wellness Partners
 domain in the
Workday Wellness
 functional area.
You can connect your Workday tenant with wellness partners to exchange worker data, automate insurance plan setup, manage evidence of insurability, and deliver communications. Setting up Workday Wellness allows you to manage partner integrations and control data access.
  1. Access the
    View Domain
     task for the
    Manage: Wellness Partners
     domain.
  2. From the related actions menu of the domain security policy, select
    Domain Security Policy
     >
    Enable
    .
  3. From the related actions menu of the domain security policy, select
    Domain Security Policy
     >
    Edit Permissions
    .
  4. Add the Benefits Administrator security group to the View and Modify columns in the Report/Task Permissions grid.
  5. Access the
    Activate Pending Security Policy Changes
     task to confirm changes.
  6. Access the
    Manage Wellness Partners
     task.
  7. On the
    Company Profile
     tab, access the
    Build Profile
     task.
  8. Complete the task:
    Option Description
    Company Logo
    Upload the logo used in partner-facing and employee-facing experiences.
    Company Name
    Enter the name of your organization. Workday displays this name to wellness partners.
    Tenant System Name
    Workday auto-populates this identifier. Partners use this name for integration.
  9. Access the
    Manage Wellness Partners
     task.
  10. On the
    Company Profile
     tab, access the
    Get Access Code
     task.
  11. Click
    Continue
    .
    The new access code remains active for 24 hours and cancels any existing active codes. You can share the same code with multiple wellness partners.
  12. Access the
    Manage Wellness Partners
     task.
  13. In the Requested Access section, click
    Review Request
     for a pending partner.
  14. Review the partner details and the requested use cases.
    Workday enables the Worker Data & Enrollment use case by default.
  15. Complete the task:
    Option Description
    Approve and Add New Partner
    Creates a connected wellness partner in your tenant.
    Approve and Merge Partner
    Merges the connected wellness partner with an existing tenanted wellness partner.
    Deny Access
    Rejects the company access request.
Workday moves the approved wellness partner to the Connected Wellness Partners section of the
Manage Wellness Partners
 tab. You can now manage use cases for the connected wellness partner.
Configure field mappings and wellness overrides to enable wellness partners to retrieve demographic and enrollment data.