Click Human Resources> Periodic> Planning> Action plans .

Press CTRL+N to create a new line.

In the Action planfield, type a unique identifier for the plan.

In the Descriptionfield, type a description of the plan.

Define the period of activity by selecting dates in the Start dateand End datefields.

In the Type relationfield, choose from:

• Action type- Create an action of a particular type.

• Template- Create multiple actions based on an action template. Settings for the Action type templatesare suggested for the action's Description, Person in charge, and Priorityfields.

In the Relationlist, select either a specific action type or a specific template, depending on your selection in the Type relationfield.

In the Reference typefield, select a reference type for the action.

In the Person in chargelist, select the employee who will be responsible for the plan.

Tip
On the Action notetab, you can type text for an e-mail notification. To include the text in an e-mail from the action, on the Generaltab, select the Generate e-mailscheck box, and then in the Send e-mailfield choose whether to send the mail to the plan's contact person, person in charge, or both.