Create and track plans for your employees

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Create and manage employee transition plans by using Journey Accelerator templates. You can use role-based plans to create consistent plans for different roles on your team.

    Before you begin

    Role required: All employees with direct reports

    Procedure

    1. In the Employee Center (EC) portal, click Action Plans.
      Note:
      Depending on the Employee Center configuration, the Action plans menu can be in the top header menu or under the More list menu. You can also access action plans from My active items list.
    2. Click Create action plan.
    3. On the form, fill in the fields.
      Table 1. Let's start with a few details about this plan form
      Field Description
      Who this plan is for Name of the employee that this plan is for.
      Plan type List of available plan types that are configured for specific groups or types of transitions.
      Plan name Descriptive name of the plan.
      This person's mentor Mentors that you can select. You can also set the mentors' view or edit permission.
      Plan description Details about this plan.
    4. Click Create plan.

      You can create a plan that is based on the plan types and audience. You can either publish the plan immediately or exit and make changes later. Plans save automatically.

      You can perform the following actions in the plan:

      Edit plans
      • To change the plan name, add or delete mentors, and change the plan description, click Edit plan details.
        Note:
        Mentors are notified when they are added to a plan.
      • To add a stage, click Create stage.
      Edit stages and to-do tasks.
      • Reorder to-do tasks by using the drag capabilities in the UI or from the Move down menu in a stage.
      • Rename a stage from the Rename stage menu in the stage.
      • Delete optional to-do tasks.
        Note:
        Not all editing actions are available for the to-do tasks that are mandatory. You can't delete mandatory to-do tasks.
      • Edit an existing to-do task.
      • Click Add to-do to create a to-do task or to choose from a list of available to-do tasks.
      You can assign to-do tasks to users other than the employee or the mentor. These to-do owners receive to-do tasks with access to only their assigned to-do tasks in a published plan.
    5. Review the draft and publish or edit the plan.
      Publish:
      • Click Publish now to immediately make the plan available.
        Note:
        Only use Publish now for active users. Publishing a plan before the user is active can incorrectly generate to-do tasks.
      • Click Publish on a set date to select a date when you want the plan to be published.
      Edit:
      • Click Edit plan details to edit the plan name, add or remove a mentor, set a mentor's permission, or edit the plan description.
      • Click Delete plan to remove the entire plan from the Employee Center.

      You can edit existing plans at any time before the plan is marked complete. See Edit existing Journey Accelerator plans.