5: Setting Up Auto Plans for Success
In this course, we will walk you through the key features and functionalities of People Auto Plans and guide you on customizing your first plan.
Welcome to Setting Up Auto Plans for Success
What are Auto Plans?
Terminology to Review
Auto Plan Settings
Default Auto Plans in Your Account
What is the '10 Days of Pain' Auto Plan?
'10 Days of Pain' - Walkthrough
Auto Plan Triggers Overview
Custom Roles & Dates Overview
How to Apply an Auto Plan
Mass Applying Auto Plans - Introduction
How to Mass Apply an Auto Plan
How to Edit an Auto Plan
How to Pause or Remove an Auto Plan
What's Next?