Create and manage Journey Accelerator plan types

Create plan types to manage the top-level classification for stages and tasks in a Journey Accelerator plan.

Before you begin

Role required: sn_ja.admin

About this task

Managers select a plan type when they are configuring a specific plan. As an administrator, you should create a title for a plan type that is meaningful. You want managers to quickly understand what plan type they are using, for example New Hire, Promotion, or Offboarding.

Procedure

1. Navigate to All > Journey Accelerator > Manage Plan Types.

2. Click New.

3. In the Title field, enter a meaningful name for the type of plan that you are creating so that it is easily identifiable.

   These fields contain default plan header configurations for the plan type.

   • View for manager
   • View for employee
   • View for mentor See, Customize and manage Journey Accelerator plan headers to customize headers for a plan.

4. Click the search icon next to a role to change the header configuration for that role.

5. After you have selected any header configuration you want to change, click Submit.