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Administrator Guide
Last Updated: 2023-09-22
Steps: Set Up Message Templates

Steps: Set Up Message Templates

You can create message templates to use as a starting point when configuring various communications in Workday, making it easier to deliver a consistent message to your audience. You can also translate your message templates into different languages, enabling you to provide recipients with messages in their preferred language.
  1. Create segment-based security groups and grant them access to the
    Notification Type Security Segment
    segments you want to enable access for.
  2. Access the
    Create Message Template
    task.
    You can only use a message template for the notification type that you select on the
    Setup
    tab.
    Security:
    Set Up: Message Templates
    domain in the System functional area.
  3. (Optional) Access the
    Translate Message Template
    task.
    Translate your message template into other languages so that your audience members can receive the message in their preferred language.
    Security:
    Data Translation
    domain in the System functional area.
You can select the template to use when setting up various communications and change the content for an individual communication. Workday merges the message template content with the active email template for the selected notification type.
If you translate a message template, Workday sends the message in the recipient’s preferred language for the
Send Message
and
Create Campaigns
tasks, if:
  • You translated the message template to the same language.
  • The recipient selects a preferred language. Recipients that don't select a preferred language receive the message in the base language of the message template.
For messages sent using the
Create Scheduled Distribution
task, you must also select the
Use Translation
check box on the
Setup
tab of the task.