Steps: Set Up Time Tracking Notifications
Create and send notifications to groups of employees who have:
- Unmatched time clock events.
- No time entries.
- Unapproved time review events.
- Unsubmitted time entries.
- (Optional) Access theCreate Distribution Time Periodtask.Create custom time periods that you can select in theContentprompt when you create scheduled distributions for time tracking. When you run theScheduled Distribution Report, Workday uses these time periods to determine if workers took action on the notification on time. Custom time periods enable you to set periods of up to 100 days or 3 months, looking either forward or backward in time. Example: You can create a custom time period that Workday uses to look back by 10 days from the date of the notification to correct unmatched time clock events.Security:Administer Scheduled Distributionsdomain in the System functional area.
- Copy and modify these reports:
- Unmatched Time Clock Events by Worker
- Workers with No Time Entry
- Workers with Unapproved Time Review Events
- Workers with Unsubmitted Time
Workday bases theStart Date,End Date, andTime Periodfields on the creation date of the time blocks or time review events. - Access theSharetab of the copied report.Add the time tracking administrator to theAuthorized GroupsorAuthorized Users.
- Run the custom time tracking reports.Enter aTime Period.
- Access theEdit Tenant Setup - Notificationstask.Workday mutes email and mobile push notifications for the routing rule by default.
- In theNotification Delivery Settingssection, selectTime Tracking.
- From theRuleprompt, selectCreate Notification Routing Rule.
Security:Set Up: Tenant Setup - BP and Notificationsdomain in the System functional area. - Access theCreate Scheduled Distributiontask.You can create and send notifications to employees identified in the custom reports.Security:Administer Scheduled Distributionsdomain in the System functional area.As you complete the task, consider:
Option Description Content Type- Send theReview Timetask to reviewers who have time review events pending their approval.
- SelectEnter Timeto send theEnter My Timetask to workers who have unsubmitted time entries, unmatched time clock events, or no time entries.
- SelectWorker Notificationsto distribute notifications without linking to a task.
ContentSelect the period of time from the notification launch date that you want to include in the search. Use the same time period that you selected when you ran your custom time tracking reports. Scheduled distributions don't expire, so you don't need to relaunch or reconfigure them.- Last 14 Daysto search minus 14 days from the date that you send out the notification.
- Last 7 Daysto search minus 7 days from the date that you send out the notification.
- This Monthto search from the first day of the month until the date that you send out the notification.
TypeSelect the audience for your report from an organization or from a custom report. When you use a custom report, in theReport Criteriagrid, select the same time period you selected forContent.SelectionSelect a report from the time tracking custom reports that you created and ran.ChannelsSelect the notification channels.MessageEnter the message that you want to include in your notification. You can include links in your message.Run FrequencySelect the frequency for sending the distribution.
(Optional) Run the
Distribution Records
report to validate which recipients took action on the notification.