Set Up Identify Missing Data and Configuration Notifications for Workers Missing Payment Elections
Security:
Worker Data: Payroll (Payment Elections)
domain in the Core Payroll functional area.Workday automatically sends My Tasks notifications to workers missing payment elections when you:
- Enable the Identify Missing Data and Configuration skill for the Payroll Agent.
- Use the agent to initiate the Find Workers Missing Payment Elections job.
By default, Workday sends a notification based on the parent notification type settings configured on the
Payroll
tab of the Edit Tenant Setup - Notifications
task. See Reference: Edit Tenant Setup - Notifications.You can also:
- Configure Workday to additionally deliver email notifications to workers missing payment elections.
- Customize the content of the email notifications that workers receive.
To notify workers with email notifications, you must configure the delivery override before you use the Payroll Agent to identify the workers missing payment elections.
- Configure a delivery override for email notifications to workers missing payment elections.
- Access theEdit Tenant Setup - Notificationstask.Security:Set Up: Tenant Setup - BP and Notificationsdomain in the System functional area.
- In theNotification Delivery Settingssection, select thePayrolltab.
- In theNotification Typecolumn, selectMissing Payment Elections.
- Select theOverride Parent Notification Type Settingscheck box.
- From theRuleprompt, selectCreate Notification Routing Rule.
- Complete theCreate Notification Routing Rulesection:OptionDescriptionNotification Type UsageSelectMissing Payment Elections.Channel FrequenciesClickAdd.ChannelSelectEmail.Default FrequencySelectImmediately.
- ClickOK, and then clickOKagain.
- View the default email template for notifications sent to workers missing payment elections to verify if you want to make any changes.
- Access theEmail Template Behaviorsreport.
- Select theEmail Template Behaviorcolumn title.
- From theValueprompt, selectMissing Payment Elections Email.
- ClickFilter.
- Select theMissing Payment Elections EmailEmail Template Behaviorto view email template behavior.
- Edit the default email template for notifications sent to workers missing payment elections.
- Access theCreate Email Templatetask.Security:Set Up: Systemin the System functional area.
- Enter a name for the template.
- On theCreate Email Templateprompt, selectMissing Payment Elections Email.
- ClickOK.
- Add these rows to the grid:OrderStatic or Dynamic ContentStatic or Dynamic Content PromptText1Static ContentCreate Static Email Texton theStatic ContentpromptEnter the content you want to display as the header of the notification.2Static ContentCreate Static Email Texton theStatic ContentpromptEnter the content you want to display as the body of the notification.3Dynamic ContentActionable Linkon theDynamic ContentpromptN/A
- ClickOKandDone.
- Verify that the custom email template you created is now active.
- Access theMaintain Email Templatestask.Security:Set Up: Systemin the System functional area.
- In theMissing Payment Elections Emailrow, confirm theActivecheck box is selected for your custom email template.
- ClickOK.
Workers missing payment elections receive both notifications in their Workday Inbox and email inbox if they set up their email address in Workday.