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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Notifications for Candidate Home Tasks

Steps: Set Up Notifications for Candidate Home Tasks

Create an email template for external candidates.
When external candidates have tasks to complete on Candidate Home, you can configure notifications that inform them of the tasks. In some cases, however, candidates might not have Candidate Home accounts, such as when:
  • An agency submits the candidate.
  • A recruiter creates a prospect and then creates a job application for the candidate.
  • A data migration of candidate records occurred.
To send Candidate Home task notifications to external candidates:
  • Create a condition rule that identifies if candidates have a Candidate Home account.
  • Create 2 messages: 1 for candidates with a Candidate Home account and another for candidates without an account.
  1. Access the business process where candidates must complete a task. Example:
    Offer
     or
    Screening
    .
  2. Identify the step in which to send a notification.
    Example:
    Review Documents
     or
    Change Personal Information
    .
  3. Disable Workday-generated business process notifications for the step.
    1. Click
      Notifications
      .
    2. Click
      Maintain System Notifications
      .
    3. Click
      OK
      .
    4. Click the
      Disabled
       check box for the step.
  4. Create 2 notifications for the business process. As you complete the task, consider:
    Prompt
    External Candidate with a Candidate Home account.
    External Candidate without a Candidate Home account.
    Overall Email Template
    Select a template.
    Select a template.
    Don’t Include Notification Details Link
    Yes.
    Yes.
    Triggers
    On Entry.
    On Entry.
    Conditions and Rules
    Leave blank until you create the conditions and rules.
    Leave blank until you create the conditions and rules.
    Recipient
    Candidate.
    Candidate.
    Message Content
    Include the
    External Site Task Link
     report field in the body of the message.
    Include the
    Create Candidate Home Account URL
     in the body of the message.
  5. Create 2 condition rules for the notifications. As you complete the task, consider:
    Source External Field or Condition Rule
    Relational Operator
    Candidate Home Status
    Valid for Candidate Account Creation
    Is blank
    Candidate has a Candidate Home account.
    Valid for Candidate Account Creation
    Is not blank
    Candidate doesn't have a Candidate Home account.
  6. Add the appropriate
    Rules and Conditions
     to the new notifications.