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Administrator Guide
Last Updated: 2024-07-12
Configure and View Alerts

Configure and View Alerts

Security:
Notification Alerts
 domain in the System functional area.
You can create a configurable alert based on a custom report .
You can set the alert to run:
  • Immediately.
  • Once at a specified date and time.
  • Daily.
  • Weekly.
  • Monthly.
  • With a dependency that you configure based on a trigger.
  • On a customized recurring schedule.
You can edit alerts that you create, and you can edit scheduling information for alerts you don't create.
To avoid potential errors, configure alerts for Simple or Advanced report types. Workday alerts don't support:
  • Composite reports that contain 2 or more matrix reports.
  • Aggregation for matrix reports.
Configuring alert notifications for business processes or tasks requires a different process. See Schedule Alert Notifications.
  1. Access the
    Configure Alert
     task.
  2. Select a
    Report Name
    .
    Select a custom report that returns the objects that you want to create an alert about. When you use a custom report that includes a prompt, you must specify a default value and select the
    Do not prompt at runtime
     option on the
    Prompts
     tab of the report definition. The Data Source and Primary Business Object of the custom report determine the
    Notification Topic
     that Workday displays on the
    Alert Notification Details
     page.
  3. As you complete the
    Alert Configuration
     tab, consider:
    Option Description
    Notification Type
    Workday delivers 2 standard reports to drive the birthday and anniversary alerts. To use these alerts, you must first copy each associated report to a custom report to use for the alert configuration.
    Recipients
    Enter email addresses for notifications. By using this option, you authorize Workday to send notifications and reports using a potentially unsecured protocol. You can configure SMPT to protect sensitive information.
    Reply To
    Enter an email address that recipients can reply to directly from the notification emails.
    Notification Subject
    Displays as the subject line of the notification.
    Body
    Details
    Workday displays each detail as a separate line in the notification message.
    Alert recipient visibility of fields and
    Field
     values is different depending upon the data source:
    • Prism data source: Visibility determined by the security access of the administrator configuring the alert.
    • Workday data source: Visibility determined by the security access of the notification recipient.
    Sort By
    Select a field to sort attributes by. You can sort only by fields that retrieve attributes. Sorting is based on recipient locale.
    Date for Effective Date enabled fields
    Enter an effective date that affects only effective-dated fields in the
    Details
     grid. Workday alerts recipients about field information updated as of the effective date.
  4. When you select a run frequency other than
    Run Now
    , schedule the alert on the
    Schedule
     tab.
  5. As you complete the
    Schedule
     tab, consider:
    Option Description
    Dependency
    Workday displays background processes running in your tenant.
Workday:
  • Sends the alert to the specified recipients according to the run frequency that you selected.
  • Displays the alert in the
    Process Monitor
     report as an
    Alert Job
     process.
  • Sends you a notification if a configurable alert that you initiated doesn't run as scheduled.
Access the:
  • View Alerts
     report to view defined configurable alerts.
  • Copy Scheduled Alert
     task by selecting
    Reports
    Scheduled Future Processes
     from the related actions menu of a custom report.