---
sourceDocument: Yokohama Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/employee-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create and track plans for your employees

# Create and track plans for your employees {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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.  
   {#create-employee-plan__entry__2}

   | 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. |
   [Table 1. Let's start with a few details about this plan form]

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](https://www.servicenow.com/docs/463QyY13Hb_TOJ~Hg3u2eQ "Edit existing Journey Accelerator plans by adding, removing, or rearranging stages and tasks to meet the needs of the employee and your team.").
* **[Edit existing Journey Accelerator plans](https://www.servicenow.com/docs/463QyY13Hb_TOJ~Hg3u2eQ)**   
  Edit existing Journey Accelerator plans by adding, removing, or rearranging stages and tasks to meet the needs of the employee and your team.
* **[Manage action plan to-do tasks and create templates](https://www.servicenow.com/docs/LMec5M1IcwJQweZ04yhMvw)**   
  Create, modify, and manage to-do tasks for employees and mentors as part of your management responsibilities.