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Administrator Guide
Last Updated: 2024-11-01
Steps: Set Up Ad Hoc Worker Communications

Steps: Set Up Ad Hoc Worker Communications

  • Review setup considerations for Ad Hoc Worker Communications.
  • Security:
    Ad Hoc Worker Communications
     domain in the Staffing functional area.
When you set up Ad Hoc Worker Communications in Workday, you can communicate with workers through email, mobile push notifications, and SMS. To use the SMS communication channel, you must have access to the Workday Messaging SKU.
  1. Edit Domain Security Policies.
    Configure a security policy for the
    Ad Hoc Worker Communications
     domain.
  2. Access the
    Edit Tenant Setup - Notifications
     task.
    In Notification Delivery settings, select
    HCM
     and
    Ad Hoc Worker Communications
    . Select the check box to override parent notification type settings and clear the default rule. Create a notification routing rule and add your preferred communication channels with a default frequency of
    Immediately
    .
    You must configure SMS notification settings before creating a notification routing rule if you want to send worker communications by SMS.
  3. (Optional) Set up Notification Designer.
    1. You must configure Notification Designer if you want to use notification templates to add email branding to worker messages.
    2. You can manage your notification templates using the
      Maintain Notification Templates
       task. In the
      HCM
       tab, select
      Ad Hoc Worker Communications
       in
      Active for Notification Types
       for your chosen templates.
  4. (Optional) Set up message templates to enable you to use precomposed text in worker messages.
    1. Modify the security policy for the
      Set Up: Message Templates
       domain and create a segment-based security group. Grant the group access rights to the
      Ad Hoc Worker Communications
       segment.
    2. Access the
      Create Message Template
       task, name your template, and select
      Ad Hoc Worker Communications
       as the notification category.
  5. (Optional) To configure AI capabilities, see Set Up AI Text Editor
Access the
Send Worker Communications
 task, or select a saved search and use the
Send Worker Communications
 button on the
Find Workers
 standard report.