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Administrator Guide
Last Updated: 2024-09-20
Manage SMS Preferences for Candidates

Manage SMS Preferences for Candidates

  • Set up Workday Messaging in your production tenant.
  • Add the SMS channel to the notification rule for any of these notification types:
    • Active Candidate
    • Candidate Reminders
    • Custom Business Process Notifications
    • Recruiting Marketing
  • Security:
    Candidate Data: SMS Opt-In/Opt-Out
     domain in the Recruiting functional area.
Sending SMS notifications enables you to communicate directly with candidates. You can opt in or opt out of SMS messaging on behalf of external candidates and prospects with Australian, Canadian, UK, and U.S. mobile phone numbers (excluding numbers from America Samoa, U.S. Virgin Islands, and United States Minor Outlying Islands). You can also resend opt-in confirmation texts to remind external candidates and prospects who haven't replied.
  1. Access the
    Manage SMS Preferences for Candidate
     task.
    You can also access this task from the
    Candidate Actions
     option on the related actions menu of a candidate.
  2. As you complete the task, consider:
    Option Description
    No Eligible Mobile Phone
    Displays candidates without a valid Australian, Canadian, UK, or U.S. mobile phone number and are ineligible for opt-in.
    You can apply up to 2 criteria to filter the candidate list.
    Candidates Eligible for Opt-In
    Displays candidates that have at least 1 Australian, Canadian, UK, or U.S. mobile phone number.
    Select the
    Opt-In
     check box for each candidate you want to opt in to receive SMS.
    Workday sends a confirmation text to the candidates that you opted in to receive SMS messages.
    Candidates with Unconfirmed Opt-In
    Displays candidates who haven't responded to the opt-in confirmation, including those:
    • Who opted in through a job application.
    • For whom a recruiter opted in.
    When you select the
    Opt-Out
     check box, Workday cancels the opt-in process for the candidate.
    Candidates Eligible for Opt-Out
    Displays candidates who have fully opted in to receive SMS.
    Select the
    Opt-Out
     check box to opt the candidate out of receiving SMS messaging.
    Candidates won't receive a notification that they've been opted out when you opt out on their behalf.