Configure Visibility for Program Cards
Set up Benefit Program Partners.
Security:
- Manage: Benefit Program Software Partner
- Manage: Benefits for Organizations
- Self-Service: Benefit Elections
- Self-Service: Benefits
- Self-Service: Benefits and Pay Hub
- Set Up: Benefits
- Worker Data: Benefits
Program cards contain information that you need to communicate to workers. They contain text, images, and links for users to follow for further information or to begin a task. Authorized benefit program partners create the content of these cards and import them using the
Benefits Partner Program Integrations
web service. After you have set up partner programs for your benefit program partner, they can import the content, and you can configure the display of the card. - Access theMaintain Benefit Partner Programtask.You see content on this page only if the benefit program partner delivers content through the integration.
- As you complete this task, consider:
Optie Omschrijving TitleThe name of the benefit program.Benefits Program LocationSelect to display the benefit program card in these locations:- My Tasks
- TheBenefits and Pay Hub
- During benefit plan selection
- The enrollment confirmation page when the worker submits their elections.
EnabledSelect to display the benefit program card in your tenant.Selecting this check box displays the program card based on theStart Datevalue. We recommend that you preview the card before selecting this check box.Start DateDisplays the date when Workday displays the program card. Configured by the benefits program partner.End DateDisplays the date when Workday stops displaying the program card. Configured by the benefits program partner.DescriptionDisplays the text of the program card. Configured by the benefits program partner.Admin NotesDisplays information provided to the benefits administrator from the benefits program partner. - Click thePreviewbutton to display the program card.
Workers can see the information in the program card.
Your annual open enrollment begins in 2 weeks and you want to announce it on the Workday homepage. You can work with a benefits program partner to create and import the content. You can then configure the name of the card, where to display it within Workday, and the start and stop dates for this program.