Enable automatic action plan creation

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • You can configure the Create Journey Accelerator Action Plan template so that a plan is automatically created from a lifecycle event.

    Antes de Iniciar

    The Create a new action plan for your employee activity must be active. See, Activate the Create a new action plan for your employee activity.

    Role required: admin

    Procedimento

    1. Navigate to All > Livecycle Events > Administration > Manage HR Templates.
    2. Open the Create Journey Accelerator Plan template.
    3. Set Create plan automatically.
      • Set Create plan automatically to true to automatically create a plan when the lifecycle event activity is created.
      • Set Create plan automatically to false create a to-do for Opened for person (manager) in the HR case.
    4. Click Update to apply and save your changes.
      When Create plan automatically is set to true, an action plan is automatically created for the activity in a lifecycle event.

    O que Fazer Depois

    Open an HR case to create a Journey Accelerator action plan