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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Notifications for Student Recommenders

Steps: Set Up Notifications for Student Recommenders

You can notify recommenders about new recommendation requests, send instructions for setting up new external student site accounts and completing recommendations, or communicate with them for other reasons.
  1. Access the
    Edit Tenant Setup - Notifications
    task.
    Verify that the default frequency for the notification routing rule on the
    Business Process
    tab of the
    Notification Delivery Settings
    section is
    Immediately
    . This configuration enables recommenders to receive notifications as soon as applicants submit applications. Coordinate any changes to this configuration with other business process users, as it impacts all business process notifications.
  2. Create an email template for recommender notifications. In the
    Email Template Behavior
    prompt, select
    Used for
    Business Process Email
    .
  3. Access the
    Maintain Email Templates
    task.
    Select the
    Active
    check box for the custom email template for recommender notifications.
    Security:
    Set Up: System
    domain in the System functional area.
  4. Access the
    Notifications
    tab of the
    Student Application Recommendation Event
    business process definition.
    • Click
      Maintain System Notifications
      .
    • Select the
      Disable
      check box for all of the steps in the business process.
      If you don't disable the system notifications, Workday sends an email that instructs recommenders to sign in to Workday to complete the task. This email is confusing and irrelevant because recommenders must complete their recommendations on the external student site, not in Workday.
  5. Create engagement plans to communicate with recommenders for reasons other than new recommendation requests or external student site passwords. Example: Email reminders about upcoming deadlines to recommenders who have incomplete recommendations.
    In the
    Recipient Type
    prompt, select
    Recommender
    .