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Administrator Guide
Last Updated: 2025-05-16
Steps: Set Up Benefits Messaging

Steps: Set Up Benefits Messaging

You must subscribe to the Workday Messaging SKU to send SMS messages. See Steps: Set Up Workday Messaging. You can still send emails and push notifications without the Workday Messaging SKU.
You can send employees branded emails, SMS messages, and push notifications related to their benefits and open enrollment. You can leverage Workday Notification Designer to create notification templates and add email branding to your messages and open enrollment reminders. You can also leverage message templates as a starting point in your benefits messages to ensure consistency. Sending messages helps to improve employee responsiveness and open enrollment completion rates. You can send benefits messages ad-hoc or as a part of open enrollment reminders from the
Open Enrollment Details
 view.
  1. Edit Domain Security Policies.
    Configure the
    Send Benefits Messages
     domain in the Benefits functional area. To send open enrollment reminders, configure the
    Process: Open Enrollment
     domain in the Benefits functional area.
  2. Access the
    Edit Tenant Setup - Notifications
     task.
    1. In the
      Notification Delivery Settings
       section, select the
      HCM
       parent notification type, and navigate to the
      Benefits Notification
       and
      Open Enrollment for Benefits
       notification types.
    2. If you want benefit notification settings for either of these types to be different from the parent HCM settings, select the
      Override Parent Notification Type Settings
       check box.
    Security:
    Set Up: Tenant Setup - BP and Notifications
     domain in the System functional area.
  3. (Optional) If you choose to override the parent notification type settings, Create Notification Routing Rules.
    Add your preferred communication channels. You can select
    Mobile Push Notification
    ,
    SMS
    , and
    Email
    . Set the notification frequency to
    Immediately
    .
  4. Set up Notification Designer. When creating your notification templates, select the:
    • Benefits Notifications
       notification type to create a notification template for benefits messages.
    • Open Enrollment for Benefits
       notification type to create a notification template for open enrollment reminders.
  5. (Optional) Create message templates.
    See Steps: Set Up Message Templates. When you configure security for the
    Set Up: Message Templates
     domain, add the same security groups you've added to the
    Send Benefits Messages
     domain. This ensures the groups you want to send benefits messages can also access the message templates. Then, select the:
    • Benefits Notifications
       notification type to create a message template for benefits messages.
    • Open Enrollment for Benefits
       notification type to create a message template for open enrollment reminders.
You can access the
Send Benefits Messages
 task or reroute to it from the
Send Open Enrollment Reminders
 action.
To send: