Send WhatsApp Messages to Candidates

Ensure you have:

Completed the WhatsApp setup in Workday Messaging and Meta Business Portfolio.

See:Create a WhatsApp Conversational Messaging Configuration.

Set up Message Builder: Steps: Set Up Message Builder

Set up security for the Candidate WhatsApp Message Templates notification category (and segment-based security if enabled).

See: Create Segment-Based Security Groups for Recruiting Candidates in WhatsApp Messaging

Security:

View

and

Modify

access on the Manage: Candidate WhatsApp Conversations
domain in the Recruiting functional area.

View

access on the Message Builder
domain in the System functional area through a security group with access to the Candidate WhatsApp Message Templates security segment.

Ensure the candidate has:

A job application.

A valid mobile phone number.

Opted in to WhatsApp messaging.

You can start a WhatsApp conversation with an opted-in candidate from the recruiting collaboration panel. You must use a Meta-approved template to start or restart a conversation. After the candidate responds, you can send free-text messages during the 24-hour customer service window.

Access the candidate’s profile from their job application.

Click the

icon in the recruiting collaboration panel.

Click the

Select a Template

icon.

Select an approved template.

Workday displays templates that:

You have permission to access.

Meta has approved.

Match the candidate’s preferred language.

Review the message preview in the Message Body field.

Click

Send

Workday sends the message to the candidate and retains copies of sent and received messages on the job application

Timeline

and in the

Activity Stream

When the candidate responds, Meta opens or refreshes the 24-hour customer service window. During this window, you can send free-text messages or messages that use Meta-approved templates. Workday displays an alert with the date and time when the 24-hour customer service window closes.

After the customer service window closes, Workday disables free-text messaging. You must send another message based on an approved template to continue the conversation. Candidate must respond before Meta opens another customer service window.

Workday doesn’t send the message and displays a validation if:

The selected template is no longer approved by Meta.

You no longer have access to the template.

Your organization no longer has WhatsApp Messaging enabled.

You can monitor candidate responses through:

Candidate WhatsApp message notifications.

The

Unread Messages

column on the candidate grid

The job application

Timeline.