Create Benefit Plan

This action simulates creating a benefit plan in Workday.

Partner Name (Client Name)

This value represents a unique Wellness Partner.


Benefit Plan Details

Enter the details for creating a benefit plan. This will create a new benefit plan configuration in the system.

API Options
Benefit Plan Configuration Options

Field Description Current Value
benefitPlanName Name of the benefit plan User input or "Single Insurance Plan"
benefitPlanType Type of benefit plan User input or "Life"
benefitPlanTierOption Coverage level for the plan User input or "Employee"
benefitPlanDescription Detailed description of the plan "This is the definition for a Single Insurance Plan."

Field Description Value
transmissionGUID Unique identifier for the transmission "123transmissionGUID95105"
masterAgreementNumber Master agreement reference number "MGA_95105.123"
benefitClassIdentifier Identifier for benefit class "123 benefitClassIdentifier"
billGroupIdentifier Billing group reference "123 billGroupIdentifier"
benefitPlanIdentifier Unique plan identifier "123 benefitPlanIdentifier"
groupPolicyNumber Group policy reference number "123 groupPolicyNumber"

Coverage Amounts
Setting Value Description
Minimum Coverage $5,000 USD Lowest coverage amount allowed
Maximum Coverage $50,000 USD Highest coverage amount allowed
Step Amount $5,000 Increment steps for coverage selection
Rounding Amount $1,000 Coverage amounts rounded to nearest value
Salary Multiples
Minimum Multiple 1x Minimum salary multiple for coverage
Maximum Multiple 6x Maximum salary multiple for coverage
Income Type Base Salary Type of income used for calculations
Available Coverage Amounts
$10,000 USD
$20,000 USD
$30,000 USD

Rate Schedule Configuration
Setting Value Description
Rate Name "Single Insurance Rate" Name of the rate schedule
Rate Per $20,000 USD Rate calculation base amount
Premium Mode Monthly (12 per year) Premium payment frequency
Rate Basis Covered Payroll Basis for rate calculations
Demographic Factor Age in Years Primary factor for rate determination
Sample Rate Structure
Female Rates (Age 20-99)

Employee Rate: $1.00

Employer Rate: $2.00

Male Rates (Age 21-98)

Employee Rate: $3.00

Employer Rate: $4.00

Reference Type Name/URL Description
Plan Description URL Workday Solution Demo External documentation reference
URL Link https://workdaysolutiondemo.com Link to external plan documentation
Currency Reference Currency_ID=USD System reference for USD currency
Note: This API creates a comprehensive benefit plan configuration in Workday. The structure includes all necessary identifiers, coverage options, rate schedules, and demographic factors required for a complete life insurance benefit plan setup.