Create Notification Workflows

Letter Management Guide

Version
R2024.1.0
Create Notification Workflows

Before You Begin: This section provides specific steps for creating a notification workflow. For general information on workflows, see the Self-Service Guide.

The following instructions describe how to create a workflow that sends a notification to administrators when an employee takes action on a letter sent from Letter Management > Distribution.

In this workflow, a Condition node evaluates whether the employee accepts or declines the letter and sends the appropriate notification:

Condition node determines which notification to send.

For the Condition node to check for a specific status, you must add the following expression to the node. This expression evaluates whether the candidate accepted the offer and routes the workflow to send the correct notification:

Expression to evaluate the condition in a notification workflow.

You can use the following text for this expression:

<<LetterManagement.Status>>
EQUALS "ACCEPT"

To create this type of notification workflow:

  1. Go to Workflow Administration > Workflow Designer.
  2. Click Add. Dayforce adds the new workflow in the Custom section of the sidebar.
  3. In the Properties tab, complete each field as follows:
    • Name: Enter a name for the workflow.
    • Description: Enter a description of the workflow.
    • Effective From and Effective To: Enter start and end dates for the workflow to define the period when it will be active and available for users in Dayforce.
    • Reference Code: Enter a unique reference code for the workflow.
  4. In the Diagram tab, add the following nodes to the workflow: one Start node, one Condition node, two Notification nodes, and one End node. The workflow should look as follows:
  5. Nodes added to a notification workflow but not yet connected.
  6. Add the following connections for each node in the diagram:
  7. Note: You can define a connection response by clicking the connection (so that a solid red square appears at the start of the connection), and then selecting an option in the Response field of the Link Properties panel.
  8. Node connections
    Node Connections

    Start

    Connection from the Start node to the Condition node.

    Condition

    Connection with a True response from the Condition node to the first Notification node.

    Connection with a False response from the Condition node to the second Notification node.

    Notification

    Connection from each Notification node to the End node.

  9. Select the Condition node to expand its properties on the right side of the screen, and click Create Expression to load the dialog box.
  10. In this dialog box, expand the LetterManagement folder and select the Status token to insert it into the text editor (alternatively, you can type <<LetterManagement.Status>> directly into the text editor). Next, place the cursor at the end of the token in the text editor, and then do the following:
    1. Press Enter
    2. Type EQUALS
    3. Type a space
    4. Type "ACCEPT"
  11. Ensure that the quotation marks surrounding the candidate status are straight quotes rather than curly quotes (or, smart quotes). Curly quotes can result from when you type the expression in programs like Microsoft Word and then copy and paste it to the Expression field. Including curly quotes will cause the workflow to end in error.
  12. Quotes
    Incorrect Correct

    <<LetterManagement.Status>>

    EQUALS “ACCEPT”

    <<LetterManagement.Status>>

    EQUALS "ACCEPT"

  13. Click the X to close the dialog box.
  14. Select a Notification node to expand its properties on the right side of the screen and do the following:
    • In the Message Subject field, click Create Expression to open the dialog box. Enter the content of the subject line sent to approvers and click the X to close the dialog box. Repeat this for the Message Body field.
    • Using the available settings, define to whom the notification is sent. 
  15. Repeat the previous step for the other Notification Node.
  16. Click Save.