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Administrator Guide
Last Updated: 2025-03-14
Schedule a Notification to Send in the Future

Schedule a Notification to Send in the Future

We plan to retire Campaigns in a future release. Workday recommends that you use Engagement Builder for greater efficiency and visibility into your engagements. See Setup Considerations: Engagement Builder.
On the
Edit Tenant Setup - Notifications
 task, set up notification delivery settings for the
Surveys
 and
Worker Communications
 notification types.
Security:
Administer Scheduled Distributions
 domain in the System functional area.
You can schedule the delivery of a survey or worker notification in advance, saving you time. When you use the
Create Scheduled Distribution
 task to send a notification, you can:
  • Select an item of content.
  • Select a channel to send the notification through.
  • Add a message to the notification.
  • Select how often you want to send the notification.
  • Review the configurations before submitting.
  1. Access the
    Create Scheduled Distribution
     task.
  2. As you complete the
    Audience
     tab, consider:
    Option Description
    Saved
    Select an audience you previously created using the
    Create Audience
     task.
    You can use the security profile of a worker other than the audience creator to use that audience by clicking the
    Override Default User
     check box.
    When you select a worker for whom you don't have security access, Workday doesn't deliver the survey to the audience.
    Create New
    Enables you to configure details for a new audience.
    Type
    Select:
    • Custom Report
       to use a custom report.
      • The business object that the custom report data source is based on depends on the campaign or distribution type you select.
      • When you select a custom report that enables you to set parameters on the report filters, specify the values in the
        Report Criteria
         grid.
    • Organization
       to use a specific organization, including the associated subordinate organizations, as your audience.
    • Saved Search
       to use an existing saved search.
  3. As you complete the
    Setup
     tab, consider:
    Option Description
    Channels
    Workday displays the channels you enabled for the notification type on the
    Edit Tenant Setup - Notifications
     task.