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Administrator Guide
Last Updated: 2026-08-07
Concept: Alerts

Concept: Alerts

You can configure alerts to send relevant business information to users based on conditions for which you can create a report in Workday. You can configure segment-based security to grant access to personal and worker information to members of designated security groups.
Workday uses the filter criteria on the custom report to define conditions to send the alert. Workday doesn’t support these filter criteria for alerts:
  • Filter on Aggregations
  • Subfilters
You can use alerts in areas such as:
  • Key metrics reached or milestones met.
  • Overdue items.
  • Exceptions, such as credit card transactions with no expense reports.
  • Birthday and employment anniversary reminders to managers.
  • Time Off reminders to your team.

Using Alerts

You can use these Workday reports to create and manage configurable alerts:
  • View Alerts
     report to display details associated with scheduled or run-now alerts.
  • Translate Alert Notifications
     report to add translations to alerts.
Workday automatically performs a validation check when an alert job is triggered to prevent sending active alerts with duplicate report parameters and notifying unintended recipients.
Duplicate report parameters can be report filters, prompt filter values, or report fields.
Example: A custom report for an active alert contains an
Includes Manager
 report filter (or parameter) with a prompt value of
Yes
. The report is then updated for the same alert, and the
Includes Manager
 parameter is now set to
No
. When the alert job is triggered, the alert is identified to contain a duplicate report parameter even though the prompt value is now different.
If duplicate report parameters are found, the alert job immediately terminates and Workday:
  • Sends a notification to the Workday bell icon. You can click the
    View Background Process
     button to access the
    View Background Process
     report.
  • Displays error messages on the
    Messages
     tab in the
    View Background Process
     report.
We recommend that you access the
Alerts with Duplicate Report Parameters
 report to view and identify all alerts (active, expired, and suspended) that have duplicate report parameter issues.
If you corrected impacted alerts, rerun the impacted alert by accessing the
View Alerts
 report. Select
Schedule Future Process
Run Now
 from the related actions menu of the alert.
Workday delivers these standard reports for birthday and anniversary alerts:
  • Anniversaries for this week and next
  • Birthdays for this week and next
  • My Team Anniversaries
  • My Team Birthdays
You can copy each associated report to a custom report that you can use to configure the alert.