---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/employee-service-management
Release :
- australia
ft:locale :
- en-US
ft:publication_title :
- Australia Employee Service Management
ft:clusterId :
- emplsm
bundleId :
- emplsm
workflow :
- Employee
---
# Review and edit onboarding ramp-up plans
# Review and edit onboarding ramp-up plans using ServiceNow Otto {#ariaid-title1}
Release version: Australia
Updated March 12, 2026
 3 minutes to read
Managers working for organizations using the Generate onboarding ramp-up plan agentic workflow
can use ServiceNow Otto to review and edit personalized onboarding plans generated by a team of AI agents. Once the manager approves a plan that they reviewed, the corresponding plan is added to the new employee's
onboarding journey.
## Before you begin
The ServiceNow Otto for HR Service Delivery (HRSD) (sn_hr_gen_ai) plugin must be activated.
The Generate onboarding ramp-up plan agentic workflow must be activated and implemented into your organization's case or journey creation process.
The configuration tasks in the following topics must be completed:
* [Set Onboarding ramp up trigger to use Employee Center portal](https://servicenow-prod.fluidtopics.net/JYlsem6h7gx_7yTOaIkcbQ "Set Onboarding ramp-up trigger to use Employee Center portal in the trigger configuration so the onboarding ramp-up plan workflow is accessible through the portal. Without setting the portal, the trigger will not be visible or usable in the Employee Center portal.").
* [Activate Onboarding ramp-up trigger](https://servicenow-prod.fluidtopics.net/_B_eNMbHXDBXsbkbCA0zoQ "Enable the Onboarding ramp-up trigger to ensure that the workflow runs at the right time during the employee onboarding. This automates plan generation, reduces manual setup for managers, and improves consistency in onboarding processes.")
* [Activate the associated AI skills](https://servicenow-prod.fluidtopics.net/__6oQ1eZ5o0PlLJ4C4rb3A "Enable the AI skills to allow the system to analyze interview notes and job descriptions, extract keywords, and identify relevant skills. This improves skill gap analysis and ensures accurate, personalized ramp-up plans for new employees.")
* [Add Employee Center to the ServiceNow Otto display experience](https://servicenow-prod.fluidtopics.net/iA5VE29qPw_6tSxuE5fwAg "Enable ServiceNow Otto to appear in Employee Center to converse with AI agents in this agentic workflow.")
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Role required: manager
## About this task
A manager receives a notification from ServiceNow Otto after they access the Employee Center. The manager is prompted to review the ramp-up plan for a new employee who is onboarding in five days.
## Procedure
1. Navigate to AllSelf-ServiceEmployee Center.
A notification from ServiceNow Otto appears.
2. Select the ServiceNow Otto icon.
ServiceNow Otto outputs a message that includes the following information:
* Name of the new employee
* Their start date
* The stages and tasks it generated to help the employee ramp up for their role
* A link to a draft of the onboarding plan
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3. Select the link provided by ServiceNow Otto to view the onboarding plan.
The Journey details page appears with the stages created by the AI agent.
4. **Optional:** Converse with ServiceNow Otto to convey the changes you want made to the ramp-up plan.
| Option | Description |
| Create a stage | Tell ServiceNow Otto to add a stage with a title of your choice. You can also add courses or tasks to the stage you're creating in a single request. For example, type Create a stage named Data Science to create a stage titled, "Data Science." |
| Delete a stage | Tell ServiceNow Otto to delete a stage that you want removed from the ramp-up plan. Deleting a stage also deletes the courses or tasks that are nested in that stage. |
| Add a course or task | Tell ServiceNow Otto to add a course or task to an existing or new stage. For example, type Add a task named "Knowledge transfer from Adam Clark" to the Data Science stage to add a task to the new hire's onboarding journey that appears in the Data Science stage. |
| Delete a course or task | Tell ServiceNow Otto to delete a course or task that you want removed from a stage in the ramp-up plan. |
| Create a one-on-one meeting | Tell ServiceNow Otto to create a one-on-one meeting for the new hire with the employee you specify. For example, type Add 1:1 meeting with Abel Tuter to schedule a one-on-one meeting between the new hire and Abel Tuter as part of the ramp-up plan. |
| Delete a one-on-one meeting | Tell ServiceNow Otto to delete a one-on-one meeting that you want removed from the ramp-up plan. For example, type Delete 1:1 meeting with Abel Tuter to remove a scheduled one-on-one meeting between the new hire and Abel Tuter from the ramp-up plan. |
| Update a field in the Journey Accelerator Plan record | Tell ServiceNow Otto to update a field in the Journey Accelerator Plan record to a value that you specify. |
| Create a task | Tell ServiceNow Otto in to create a task in the Journey Accelerator Plan record. The tasks types available are: * Learning task * Catalog item * Order guide * General To Dos * Schedule a meeting {#review-edit-ramp-up-plan-na__ul_fzt_c35_l3c} |
|-|-|
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ServiceNow Otto provides a link to refresh the ramp-up plan with the changes you conveyed.
5. **Optional:** Select the link provided by ServiceNow Otto to refresh the ramp-up plan with the changes you conveyed.
The Journey details page is refreshed and reflects the changes you conveyed to the AI agent.
6. Wrap up your conversation with ServiceNow Otto once you're satisfied with the ramp-up plan you have reviewed and have no further changes.
## What to do next
You must publish the stages in the ramp-up plan that were added to the employee's onboarding journey. After you publish the stages that were added, the employee can view and complete the courses and tasks nested in the added
stages.
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