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Administrator Guide
Last Updated: 2025-05-16
Send Open Enrollment Reminders to Employees

Send Open Enrollment Reminders to Employees

  • Enter email addresses for all the employees you want to notify. Workday first looks for the one labeled as
    Work
    . If Workday doesn't find a work email address, it looks for the personal email addresses.
  • Security:
    Manage: Benefits for Organizations
     in the Benefits functional area.
When you initiate open enrollment, Workday automatically sends an email to all employees. You can send open enrollment reminders at a later point with email, SMS, and mobile push notifications to all employees participating in open enrollment. You can also send reminders to employees who have a particular open enrollment status at any point during open enrollment.
  1. Access the
    Open Enrollment Status Report
    .
  2. Select
    View Details
     for the open enrollment for which you want to send a notice.
  3. On the
    Open Enrollment Details View
     page, click the
    Actions
     button and select
    Send Open Enrollment Reminders
    .
  4. Enter the criteria by which Workday determines which employees receive the email.
    Option Description
    On Hold
    Available when the enrollment status is
    Closed
    ,
    In Progress
    , or
    Not Started
    .
    Select this check box if you want to target employees that have this event placed on hold.
    Start Date / End Date
    Available when
    Submitted
     or
    Finalized
     is selected in the
    Enrollment Status
     field.
    Enter a date range that can span from the open enrollment event date to the open enrollment close date.
    For
    Submitted
    , it is the
    Electronic Signature Date
     that is compared to the date range. For
    Finalized
    , it is the event
    Finalized Date
    .
  5. Click
    Create Message
    .
    Workday reroutes you to the
    Send Benefits Messages
     task, and carries over all selected workers. You can then select an option for these fields that you can enable for the
    Open Enrollment for Benefits
     notification type:
    • Contact Method
    • Email Branding
    • Message Template
    You can send your open enrollment reminder as an email, SMS, and mobile push notification. See Send Benefits Messages.
  6. Click
    Send Message
    .
Workday sends open enrollment reminders to the employees targeted by the criteria.