How Plan Access, Eligibility, and Default Access Level for Plan Hierarchies Work Together

You determine who can access workforce compensation plans when you configure plan eligibility, hierarchies, and access as part of the foundation plan setup.

Plan Access Configuration

Your plan access configuration determines the roles that can and can't access the plan. By default, all roles can access.

Plan Eligibility Configuration

Your plan eligibility configuration has the criteria that processes use to determine the individuals who are and aren't eligible for the plan. If the plan access configuration lets managers access the plan and the managers have subordinates eligible for the plan, the managers can see the plan. But if they don't have any subordinates eligible for the plan, the managers won't see the plan.

Plan Hierarchies Configuration

Your plan hierarchies configuration determines the access level that managers have to the plan. If these conditions are met, the managers can see the plan and task worksheets:

• The plan access configuration lets managers access the plan.

• The managers have subordinates eligible for the plan.

• The default access level for the primary plan hierarchy is Updates Allowed or No Updates Allowed.

If the default access level is No access, the managers can't see the plan or task worksheets. This happens even if the other two conditions are met.