How Workforce Compensation Plan Notifications Work

Here's an explanation of how and when each notification for a workforce compensation plan is sent. The explanation covers who initiates sending the notification, who gets it, and what the recipient can do with it.

It also covers when notifications are bypassed. You enable these notifications using the Configure Global Settings task. You can override the settings in workforce compensation plans using the Configure Approvals and Notifications task.

Notification	Initiating Action	Initiator	Recipient	Actions Available to the Recipient	Condition Causing Bypass of Notification
Budget Published	Manager's plan status changes from Not Started to Budget Available	Manager who published a budget to subordinate managers	Subordinate manager receiving a published budget amount	Close	None
Worksheet Submitted	Manager's plan status changes to Submitted	Primary worksheet manager or switched to manager	Manager one level above the submitter in the plan hierarchy, or the specified alternate approver	Approve Reject	Submitting manager is the highest-level approver in the hierarchy
Worksheet Returned for Correction	Manager's approval status for the plan changes to Return for Correction	Higher-level manager, specified alternate approver, or switched manager who returned the subordinate manager's plan	Manager whose plan was returned for correction	Close	None
Worksheet Approved by Higher-Level Manager	Manager's worksheet status changes to In Approvals	Higher-level manager or specified alternate approver who approved plan changes using the submit notification, or switched manager who approved the changes in their own plan approval task. The higher-level manager isn't the final approver	Manager whose plan status changed to In Approvals	Close	Manager's plan access is No Access
Final Approval Obtained	Manager's plan status changes to Fully Approved	Top-level approver or specified alternate approver who approved a subordinate manager's plan changes using the submit for approval notification or the approval action from the worksheet	Manager whose plan is approved and all of their subordinate managers	Close	Manager's plan access is No Access
Plan Access Changed	Higher level manager selects Change Access for All Managers or Change Access for Selected Managers from the worksheet	Manager who changed another manager's plan access	Manager whose plan access was changed	Close	None
Worksheet Withdrawn	Manager clicks Withdraw Submission	Primary worksheet manager who previously submitted the worksheet	Approver who received the original worksheet submitted notification from a subordinate manager	Close	None
Budget Withdrawn	Manager clicks Withdraw All Budgets or Withdraw Selected Budgets	Manager who previously published a budget to a subordinate manager	Subordinate manager for whom a budget amount was previously published	Close	None
Due Date Changed	Manager changes a due date for an individual manager or selects Change Due Date for All Managers on the Action menu	Higher-level manager or administrator	Subordinate manager whose worksheet due date changed	Close	None
Worksheet Overridden by Higher Manager	Manager or administrator changes a compensation amount column that another manager supplied, and clicks Save	Manager who modified an amount or administrator	Manager or administrator who originally supplied the amount	Close	None
Request for Information	Manager selects one or more managers on the approval task page, and clicks Request Information	Manager who requested information	Selected managers	Reply, which opens a dialog box to reply to the sender Close	None
Delegate Worker	Manager selects one or more individuals on the worksheet and selects Delegate Workers on the Action menu	Primary worksheet manager	Manager selected to review the individuals	Dismiss Approve Reject	None
Remove Worker Delegation	Manager selects one or more individuals on the worksheet and selects Remove Delegations on the Action menu	Primary worksheet manager who previously delegated the individuals	Manager who previously delegated the individuals	Dismiss Approve Reject	None