Workday x Kotis - Scheduling Work Anniversaries and New Hires

You can use custom reporting from your Workday HR management account to schedule employee gifting in advance.

1. Create a custom report

Within Workday, create a custom report with the following fields:

Employee name
Work anniversary/hire date
Shipping address
- Depending on your policy, this could be work/home address. Make sure the employee will be able to receive the order from the address provided.
Any other attributes needed for gift rules, such as title, department, shirt size, etc.

In order to make this process seamless and easy, we need Workday to automatically produce the custom report weekly. Set the following variables:

Trigger frequency = Weekly (e.g. "show all anniversaries within the next 7 days")
Output format = CSV or Excel

We'll setup the delivery method to email your Kotis team to place anniversary orders on your behalf.

Set the delivery method to email delivery
Make the delivery address to your designated PSM and/or customerservice@kotisdesign.com
Notify your CPM that this automation has been created and expect a weekly email to place orders