# Launch an onboarding plan

Read the onboarding and offboarding plans, launch a plan on an employee with a due date, and know who receives each activity when a person in charge has no user.

A plan is a ready list of activities to give at once to the people around an employee: prepare a computer, plan a training, take back a badge. The demo comes with two plans, **Onboarding**, three activities for a newcomer, and **Offboarding**, two for someone who leaves. Launching a plan creates the activities on the employee; they are then followed like any other activity: [Activities](/docs/activities).

## Before you start {#before-you-start}

- Launching a plan needs the **Officer: Manage all employees** right on **Employees**; changing the plans needs **Administrator**.
- Each activity goes to a user. The employee, the manager or the coach can receive one only if their employee record is linked to a user.

## Read a plan {#read}

1. Open **Employees/Configuration/Employee/Onboarding / Offboarding**. Each plan gives its name, the department it is kept for, if any, and its number of steps.
2. Open **Onboarding**. The **Activities To Create** tab lists each activity: its **Activity Type**, its **Summary**, its **Assignment**, and when it falls due, in days before or after the plan date.

![The Onboarding plan and the activities it creates, each with the person it is assigned to.](https://jaah.app/web/image/13901-0a90e0dc/employees-launch-an-onboarding-plan-plan_form-en.png)

**Assignment** names who receives the activity: the employee's **Manager**, **Coach** or the **Employee** themselves, a fixed user with **Default user** and **Assigned to**, or, with **Ask at launch**, a user picked in the launch window. A plan with a **Department** is offered only for the employees of that department.

## Launch the plan on an employee {#launch}

1. Open the employee in **Employees/Employees**, here a new one, `Employees demo: Yousef Al-Barrak`, with **Tina Williamson** as manager, saved.
2. Open **Actions** and choose **Launch Plan**.
3. In **Launch Plan**, the plans are the buttons at the top; **Onboarding** is chosen. Set the **Due Date**, here `15/01/2027`. **Plan Summary** lists each activity with the person who will receive it and its date.

![Launch Plan, with the chosen plan, its due date and the summary of the activities it will create.](https://jaah.app/web/image/13905-f2079a52/employees-launch-an-onboarding-plan-launch_plan-en.png)

4. Click **Schedule**.

The activities appear under **Planned Activities** in the chatter of the employee, and a note records that the plan has started, with each activity, its user and its date.

![The activities of the plan, now planned on the employee, and the note that records the start of the plan.](https://jaah.app/web/image/13907-efc1ba82/employees-launch-an-onboarding-plan-planned_activities-en.png)

On a phone, **Launch Plan** is in the same **Actions** menu, at the top of the form.

## Who receives an activity {#who-receives}

When the person named by **Assignment** has no user, the activity climbs the line of managers to the first one who has a user. In the demo, Tina Williamson has no user, nor the new employee, so the three activities go to Nizar Al-Khayali, the manager above her. When nobody up the line has a user, the activity goes to the person who launches the plan, and the window says so in yellow. A plan cannot start when an activity is meant for the manager or the coach and the employee has none: the window shows the reason in red and hides **Schedule**.

## FAQ {#faq}

### Can I launch a plan on several employees at once? {#several}

Yes. In the list of **Employees/Employees**, tick the employees: **Launch Plan** appears at the top of the list.

### Where do I see the activities later? {#follow}

On the employee's chatter, in the activities of each person who received one, and in the Activities app. Marking them done is explained in [Activities](/docs/activities).

### What does the message about an onboarding plan mean? {#bot-message}

When an employee is created, the chatter shows "Congratulations! May I recommend you to setup an onboarding plan?". Its link opens **Launch Plan** for that employee; it changes nothing by itself.

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- Source: https://jaah.app/docs/employees/launch-an-onboarding-plan
- Updated: 2026-10-28
- Version: Employees 19.0.1.1
- Verified: 2026-10-28