Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-05-31
Steps: Set Up Workday Messaging

Steps: Set Up Workday Messaging

Review setup considerations for Workday Messaging.
When you set up SMS notifications and conversational messaging in Workday, you can communicate with internal and external users through text messages. Workday Messaging currently supports:
  • One-way SMS notifications for specific notification types and all custom business process notifications.
  • Two-way conversational messaging for the Candidate Conversational Messaging for SMS feature.
Workday Messaging is available for Canada, the United Kingdom, and the United States. You can have an active SMS phone number for each country that Workday Messaging supports.
Set up Workday Messaging in your Production tenant and ensure it completes successfully before configuring it in a non-Production tenant. It can take up to:
  • 24 hours for a Canadian one-way messaging configuration to complete. The conversational messaging configuration can take an additional 24 hours to complete.
  • 30 days for a U.S. one-way messaging configuration to complete due to the time required for the third-party Application-to-Person (A2P) registration process. The conversational messaging configuration can take an additional 30 days to complete.
  • 7 days for a UK one-way configuration to complete due to the time it takes to review the regulatory bundle and provision a phone number. The conversational messaging configuration can take an additional 24 hours to complete.
  1. On the
    Innovation Services Opt-In
     task, select the
    Workday Messaging
     service on the
    Available Services
     tab in the
    Cross Application Services
     category.
  2. Configure a security policy for the
    Manage SMS
     domain in the System functional area.
  4. Set up one-way messaging in your Production tenant for 1 or more countries and acquire Production and non-Production phone numbers for sending SMS messages.
  5. Set up conversational messaging in your Production tenant for 1 or more countries and acquire Production and non-Production phone numbers for Candidate Conversational Messaging for SMS.
  6. Access the
    Edit Tenant Setup - Notifications
     task.
    In the
    SMS Compliance
     section, enter your customer name and the terms and conditions for SMS recipients.
    Security:
    Set Up: Tenant Setup - BP and Notifications
     in the System functional area.
  7. Configure a routing rule that specifies SMS as the channel for the notification type for which you want to make SMS messages available.
  8. Access the
    Edit Tenant Setup - Notifications
     task.
    Set up SMS notifications for any of these individual notification types:
    • Active Candidate
    • Ad Hoc Worker Messaging
    • Candidate SMS Messages
    • Candidate Reminders
    • Customer Business Process Notifications
    • Recruiting Marketing
  9. Enable one-way and conversational messaging configurations in your non-Production tenant for testing.
Access the:
  • All Outbound SMS Notifications
     report to view all SMS notifications sent from a tenant during a specific date range.
  • SMS Terms and Conditions History
     report to view when the terms and conditions changed and who changed them.