Concept: Recipient Threshold for Engagement Plans

By default, sending an engagement plan to over 1,000 recipients at the same time requires approval. You can change the threshold.

Setting a Threshold

Configure the Engagement Recipient Threshold Event
business process and security policy in the Campus Engagement functional area. Designate an approver, such as Student Recruiting Manager (By AU)
.

Change the threshold by accessing the

Maintain Student Engagement Settings

task, secured to the Manage: Sending Campus Engagement
domain in the Campus Engagement functional area.

A threshold of zero or blank means that all items require approval, regardless of the number of recipients.

Change the threshold on the plan itself. Enter a new threshold in the

Recipient Threshold

field on the

Create Student Engagement Plan

Edit Student Engagement Plan

tasks. Security: Modify
access on the Manage: Sending Campus Engagement
domain.

Use the

View Student Engagement Settings

report to view all recipient threshold settings within your institution.

When Recipients Exceed the Threshold

Workday sends an approval request to the designated approver when you exceed the threshold.

When the approval request is:

In progress
(awaiting approval): Workday doesn't send the plan to anyone, even if you edit the recipient threshold to reduce the number of recipients.

Approved
: Workday sends the plan to all recipients who qualify, including any who became eligible while the request was pending approval. When you approve the new count, we update the threshold for that plan.

Denied
: you can no longer send the plan or plan items as part of the engagement plan or recruiting event.