Assign or Edit a User's Notification Profile in Workforce Planning

Objective

To manage what notifications a user receives from Workforce Planning.

Background

You can configure Workforce Planning to automatically send notifications when information changes about project, people, assignments or requests. Notification profiles are created to indicate what notifications should be sent. These notification profiles are then assigned to users so that they receive the designated notifications.

Things to Consider

Required User Permissions:
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
  OR
  'Read Only' level permissions or higher on the Workforce Planning tool with the 'Edit People Details' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
Additional Information
- Only people who are a 'User' or 'Both' can be assigned a notification profile.
- Notifications can be received by email, the LabourChart/Workforce Planning mobile app, or in the Workforce Planning tool. See View Notifications in Workforce Planning.
  - To receive notifications via email, recipients must have the 'Enable Email' checkbox selected and an 'Email Address' entered on their Workforce Planning profile. See Edit People in Workforce Planning.
  - To receive notifications through the LabourChart/Workforce Planning mobile app, recipients must have the 'Enable Mobile Notifications' checkbox marked on their Workforce Planning profile. See Edit People in Workforce Planning.
- Users can only be assigned on notification profile at a time.
- Users cannot respond to notifications.

Prerequisites

Steps

Navigate to the Company level Workforce Planning tool.
Click People and select People List.
Locate the user record to modify. Then click their name.
Locate the 'Info' section and click Edit.
Locate 'Notification Profile' and select the profile with the notifications the user should receive.
Click Save.

Next Steps

View Notifications in Workforce Planning