Set Up Email Digest in People Analytics
Security:
- Customer Central Security AdministrationandManage: Customer Centraldomain in the Customer Central functional area.
- Manage: People Analyticsdomain in the People Analytics and Prism Analytics functional areas.
- Set Up: Tenant Setup - BP and Notificationsdomain in the System functional area.
- At least 1 of these domains in the People Analytics functional area:
- View: People Analytics
- View: People Analytics Business Leader
- View: People Analytics HR Business Partner
- View: People Analytics Custom 1
- View: People Analytics Custom 2
- View: People Analytics Custom 3
You can configure your settings to deliver a monthly email digest of your organization’s insights, resources and content updates to the emails on your recipient list.
- Access theEdit Tenant Setup - Notificationstask to configure your tenant notifications.
- In theNotification Delivery Settingssection, as you complete thePrism Analyticstab, complete these options:
- In theAnalytic Applicationrow of theNotifications Typetable, select theOverride Parent Notification Type Settingscheck box.
- In theRuleprompt, selectCreate Notification Routing Rulefrom the drop down.
- In theCreate Notification Routing Ruletask, enter aNameand selectAddin theChannel Frequenciessection. As you complete the section, select these options:OptionDescriptionChannel>EmailDefault FrequenciesImmediately
- Access thePeople Analytics Email Digest Configurationtask.
- (Optional) In theEmail Digest Recipient Listsection, selectEdit Recipient Listto edit the list of email addresses that receiveEmail Digest.
- In theEmail Distribution Servicesection, selectStart Serviceto enableEmail Digest.Email Digestis only available in your Sandbox and Production tenants.
When you configure the Email Digest, Workday will send:
- A welcome email explaining what the email digest is and what to expect.
- A full digest on the first Sunday after the end of the fiscal period.
Your email digest displays 3 organizations sorted alphabetically, regardless of how many organizations you have access to. The KPI table is limited to 3 columns and displays the top 3 KPIs for those orgaizations.
You can use the
Configure and Test People Analytics Email Digest Feature
task to to select up to 20 recipients from the Email Digest Recipient List
to receive test emails. The contacts you selected will receive email digests with [Test]
denoted in the email subject line.