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Administrator Guide
Last Updated: 2026-06-26
Steps: Set Up Workday Wellness

Steps: Set Up Workday Wellness

  • Create the
    Workday Wellness
     functional area.
  • Enable the
    Workday Wellness
     functional area.
  • Configure the
    Request Leave of Absence
     and
    Request Time Off
     business processes to support initiation by the Wellness Service Group security group.
  • Security:
    Manage: Wellness Partners
     and
    Manage: Wellness Data Errors
     domains 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 partner-driven communications to employees. You determine which use cases to include in the initial company access request and can enable additional use cases later. Setting up Workday Wellness and worker data retrieval are requirements for all implementations.
  1. Establish your company profile, generate tenant access codes, and approve partner access requests.
  2. Configure field mappings and wellness overrides to enable wellness partners to retrieve demographic and enrollment data.
  3. Review and resolve worker-specific data errors reported by wellness partners.
  4. Review and configure insurance plan proposals submitted by wellness partners.
  5. Configure real-time evidence of insurability tasks, trigger rules, and expiration timelines.
  6. Configure the Benefits and Pay hub to display communication cards from wellness partners.
  7. Enable automatic routing to wellness partner systems for specific leave types.
You can manage wellness partner integrations and enable end-to-end use cases, including worker data exchange, insurance plan setup automation, and targeted employee communications.