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Administrator Guide
Last Updated: 2025-05-08
Send Benefits Messages

Send Benefits Messages

Set up Benefits Messaging. See Steps: Set Up Benefits Messaging.
For workers to receive:
  • An email, the recipient must have a work email address.
  • A push notification, the recipient must be a Workday user.
  • SMS messages, the recipient must have opted in to SMS texting on a mobile phone number.
You can send employees ad-hoc messages related to their benefits through email, SMS, and push notifications.
  1. Access the
    Send Benefits Messages
     task.
    As you complete the task, consider:
    Option Description
    Workers
    Select the workers to whom you wish to send a message. If you rerouted to this task from the
    Send Open Enrollment Reminders
     action, this field populates with the workers you already selected.
    Contact Method
    Select notification options for the message. This selection determines the message fields that Workday displays in the task. This field populates based on the
    Notification Routing Rule
     you create for the
    Benefits Notifications
     category.
    If you rerouted to this task from the
    Send Open Enrollment Reminders
     action, this field populates based on the delivery channels enabled from the
    Open Enrollment for Benefits
     notification type.
    Email Branding
    (Optional) Select a notification template you created for the
    Benefits Notifications
     notification type.
    If you rerouted to this task from the
    Send Open Enrollment Reminders
     action, select a notification template you created for the
    Open Enrollment for Benefits
     notification type.
    Message Template
    (Optional) Select a message template you created for the
    Benefits Notifications
     notification type.
    If you rerouted to this task from the
    Send Open Enrollment Reminders
     action, select a message template you created for the
    Open Enrollment for Benefits
     notification type.
    (Email)
    From Display Name
     and
    Reply To
    (Optional) Enter your desired display name and reply to email, if different from the information listed under
    From
    .
    Message
    For SMS messages, Workday recommends limiting content in this field to 160 characters.
  2. (Optional) Select the
    Review Recipients
     button.
    See which workers you've selected have enabled the communication channels you wish to send your benefits message through.
  3. Click
    Send Message
    .
Selected employees receive a branded email, SMS message, or push notification relaying information related to their benefits, or open enrollment reminders