Review and edit onboarding ramp-up plans using ServiceNow Otto
Review and edit AI-generated onboarding ramp-up plans using Now Assist in Virtual Agent. After approval, the plan is added to the new employee's onboarding journey.Managers working for organizations using the Generate onboarding ramp-up plan agentic workflow can use ServiceNow Otto to review and edit personalized onboarding plans generated by a team of AI agents. Once the manager approves a plan that they reviewed, the corresponding plan is added to the new employee's onboarding journey.
Before you begin
The ServiceNow Otto for HR Service Delivery (HRSD) (sn_hr_gen_ai) plugin must be activated.
The Generate onboarding ramp-up plan agentic workflow must be activated and implemented into your organization's case or journey creation process.
The configuration tasks in the following topics must be completed:
- Set Onboarding ramp up trigger to use Employee Center portal.
- Activate Onboarding ramp-up trigger
- Activate the associated AI skills
- Add Employee Center to Now Assist in Virtual Agent
To trigger this agentic workflow, the Trigger onboarding rampup agent scheduled job runs nightly to search for Journey records associated with a new employee's onboarding journey. This scheduled job targets Journey records for new employees who are starting their onboarding journey within five days. Specifically, this scheduled job selects the Initiate onboarding ai check box in the Journey record to initiate the agentic workflow when the following conditions are true:
- The State field in the Journey record is set to Ready.
- The Journey accelerator plan type field in the corresponding Journey Configuration record is set to Agentic AI Onboarding Plan Type.
- The Type field in the corresponding Journey Configuration record is set to Blank or Onboarding.
- The Employment start date in the employee's HR profile is within the specified number of days from the current date. The sn_jny.agent_conversation_head_start_days property controls this timeframe. The default is five days.
- The date in the Employment start date field in the HR profile record of the onboarding employee is equal to or greater than the system date by up to the number of days specified in the sn_jny.agent_conversation_head_start_days property. The default number of days specified in the sn_jny.agent_conversation_head_start_days property is five.
Role required: manager
About this task
A manager receives a notification from ServiceNow Otto after they access the Employee Center. The manager is prompted to review the ramp-up plan for a new employee who is onboarding in five days.
Procedure
-
Navigate to All > Self-Service > Employee Center.
A notification from ServiceNow Otto appears.
-
Select the ServiceNow Otto icon.
ServiceNow Otto outputs a message that includes the following information:
- Name of the new employee
- Their start date
- The stages and tasks it generated to help the employee ramp up for their role
- A link to a draft of the onboarding plan
-
Select the link provided by ServiceNow Otto to view the onboarding plan.
The Journey details page appears with the stages created by the AI agent.
-
Converse with ServiceNow Otto to convey the changes you want made to the ramp-up plan.
|
Option |
Description |
|---|---|
|
Create a stage |
Tell ServiceNow Otto to add a stage with a title of your choice. You can also add courses or tasks to the stage you’re creating in a single request. For example, type |
|
Delete a stage |
Tell ServiceNow Otto to delete a stage that you want removed from the ramp-up plan. Deleting a stage also deletes the courses or tasks that are nested in that stage. |
|
Add a course or task |
Tell ServiceNow Otto to add a course or task to an existing or new stage. For example, type |
|
Delete a course or task |
Tell ServiceNow Otto to delete a course or task that you want removed from a stage in the ramp-up plan. |
|
Create a one-on-one meeting |
Tell ServiceNow Otto to create a one-on-one meeting for the new hire with the employee you specify.For example, type |
|
Delete a one-on-one meeting |
Tell ServiceNow Otto to delete a one-on-one meeting that you want removed from the ramp-up plan.For example, type |
|
Update a field in the Journey Accelerator Plan record |
Tell ServiceNow Otto to update a field in the Journey Accelerator Plan record to a value that you specify. |
|
Create a task |
Tell ServiceNow Otto in to create a task in the Journey Accelerator Plan record. The tasks types available are: - Learning task
|
-
Select the link provided by ServiceNow Otto to refresh the ramp-up plan with the changes you conveyed.
The Journey details page is refreshed and reflects the changes you conveyed to the AI agent.
-
Wrap up your conversation with ServiceNow Otto once you're satisfied with the ramp-up plan you have reviewed and have no further changes.
What to do next
You must publish the stages in the ramp-up plan that were added to the employee's onboarding journey. After you publish the stages that were added, the employee can view and complete the courses and tasks nested in the added stages.
Parent Topic:Generate onboarding ramp-up plan agentic workflow
---
title: Review and edit onboarding ramp-up plans using ServiceNow Otto
description: Review and edit AI-generated onboarding ramp-up plans using Now Assist in Virtual Agent. After approval, the plan is added to the new employee's onboarding journey.Managers working for organizations using the Generate onboarding ramp-up plan agentic workflow can use ServiceNow Otto to review and edit personalized onboarding plans generated by a team of AI agents. Once the manager approves a plan that they reviewed, the corresponding plan is added to the new employee's onboarding journey.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/journey-designer/review-edit-ramp-up-plan-na.html
release: australia
product: Journey Designer
classification: journey-designer
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 5
breadcrumb: [Generate onboarding ramp-up plan agentic workflow, AI in Journey designer, Use, Journey designer, Employee Journey Management, HR Service Delivery, Employee Service Management]
---
# Review and edit onboarding ramp-up plans using ServiceNow Otto
Review and edit AI-generated onboarding ramp-up plans using Now Assist in Virtual Agent. After approval, the plan is added to the new employee's onboarding journey.Managers working for organizations using the Generate onboarding ramp-up plan agentic workflow can use ServiceNow Otto to review and edit personalized onboarding plans generated by a team of AI agents. Once the manager approves a plan that they reviewed, the corresponding plan is added to the new employee's onboarding journey.
## Before you begin
The ServiceNow Otto for HR Service Delivery \(HRSD\) \(sn\_hr\_gen\_ai\) plugin must be activated.
The Generate onboarding ramp-up plan agentic workflow must be activated and implemented into your organization's case or journey creation process.
The configuration tasks in the following topics must be completed:
- [Set Onboarding ramp up trigger to use Employee Center portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/journey-designer/set-trigger-emp-center.md).
- [Activate Onboarding ramp-up trigger](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/journey-designer/activate-trigger-rampup.md)
- [Activate the associated AI skills](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/journey-designer/turn-on-nowassist-skills.md)
- [Add Employee Center to Now Assist in Virtual Agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/journey-designer/enable-na-va-ec.md)
To trigger this agentic workflow, the **Trigger onboarding rampup agent** scheduled job runs nightly to search for Journey records associated with a new employee's onboarding journey. This scheduled job targets Journey records for new employees who are starting their onboarding journey within five days. Specifically, this scheduled job selects the **Initiate onboarding ai** check box in the Journey record to initiate the agentic workflow when the following conditions are true:
- The **State** field in the Journey record is set to **Ready**.
- The **Journey accelerator plan type** field in the corresponding Journey Configuration record is set to **Agentic AI Onboarding Plan Type**.
- The **Type** field in the corresponding Journey Configuration record is set to **Blank** or **Onboarding**.
- The **Employment start date** in the employee's HR profile is within the specified number of days from the current date. The **sn\_jny.agent\_conversation\_head\_start\_days** property controls this timeframe. The default is five days.
- The date in the **Employment start date** field in the HR profile record of the onboarding employee is equal to or greater than the system date by up to the number of days specified in the **sn\_jny.agent\_conversation\_head\_start\_days** property. The default number of days specified in the **sn\_jny.agent\_conversation\_head\_start\_days** property is five.
Role required: manager
## About this task
A manager receives a notification from ServiceNow Otto after they access the Employee Center. The manager is prompted to review the ramp-up plan for a new employee who is onboarding in five days.
## Procedure
1. Navigate to **All** > **Self-Service** > **Employee Center**.
A notification from ServiceNow Otto appears.
2. Select the ServiceNow Otto icon.
ServiceNow Otto outputs a message that includes the following information:
- Name of the new employee
- Their start date
- The stages and tasks it generated to help the employee ramp up for their role
- A link to a draft of the onboarding plan
3. Select the link provided by ServiceNow Otto to view the onboarding plan.
The Journey details page appears with the stages created by the AI agent.
4. Converse with ServiceNow Otto to convey the changes you want made to the ramp-up plan.
<table id="choicetable_m1q_hjj_cfc"><thead><tr><th align="left" id="d210399e285">
Option
</th><th align="left" id="d210399e288">
Description
</th></tr></thead><tbody><tr><td id="d210399e294">
**Create a stage**
</td><td>
Tell ServiceNow Otto to add a stage with a title of your choice. You can also add courses or tasks to the stage you’re creating in a single request. For example, type `Create a stage named Data Science` to create a stage titled, "Data Science."
</td></tr><tr><td id="d210399e311">
**Delete a stage**
</td><td>
Tell ServiceNow Otto to delete a stage that you want removed from the ramp-up plan. Deleting a stage also deletes the courses or tasks that are nested in that stage.
</td></tr><tr><td id="d210399e323">
**Add a course or task**
</td><td>
Tell ServiceNow Otto to add a course or task to an existing or new stage. For example, type `Add a task named "Knowledge transfer from Adam Clark" to the Data Science stage` to add a task to the new hire's onboarding journey that appears in the Data Science stage.
</td></tr><tr><td id="d210399e340">
**Delete a course or task**
</td><td>
Tell ServiceNow Otto to delete a course or task that you want removed from a stage in the ramp-up plan.
</td></tr><tr><td id="d210399e353">
**Create a one-on-one meeting**
</td><td>
Tell ServiceNow Otto to create a one-on-one meeting for the new hire with the employee you specify.For example, type `Add 1:1 meeting with Abel Tuter` to schedule a one-on-one meeting between the new hire and Abel Tuter as part of the ramp-up plan.
</td></tr><tr><td id="d210399e370">
**Delete a one-on-one meeting**
</td><td>
Tell ServiceNow Otto to delete a one-on-one meeting that you want removed from the ramp-up plan.For example, type `Delete 1:1 meeting with Abel Tuter` to remove a scheduled one-on-one meeting between the new hire and Abel Tuter from the ramp-up plan.
</td></tr><tr><td id="d210399e387">
**Update a field in the Journey Accelerator Plan record**
</td><td>
Tell ServiceNow Otto to update a field in the Journey Accelerator Plan record to a value that you specify.
</td></tr><tr><td id="d210399e405">
**Create a task**
</td><td>
Tell ServiceNow Otto in to create a task in the Journey Accelerator Plan record. The tasks types available are: - Learning task
- Catalog item
- Order guide
- General To Dos
- Schedule a meeting
</td></tr></tbody>
</table> ServiceNow Otto provides a link to refresh the ramp-up plan with the changes you conveyed.
5. Select the link provided by ServiceNow Otto to refresh the ramp-up plan with the changes you conveyed.
The Journey details page is refreshed and reflects the changes you conveyed to the AI agent.
6. Wrap up your conversation with ServiceNow Otto once you're satisfied with the ramp-up plan you have reviewed and have no further changes.
## What to do next
You must publish the stages in the ramp-up plan that were added to the employee's onboarding journey. After you publish the stages that were added, the employee can view and complete the courses and tasks nested in the added stages.
**Parent Topic:**[Generate onboarding ramp-up plan agentic workflow](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/journey-designer/onboarding-ramp-up-plan-agentic-wf.md)
| title | Review and edit onboarding ramp-up plans using ServiceNow Otto |
| description | Review and edit AI-generated onboarding ramp-up plans using Now Assist in Virtual Agent. After approval, the plan is added to the new employee's onboarding journey.Managers working for organizations using the Generate onboarding ramp-up plan agentic workflow can use ServiceNow Otto to review and edit personalized onboarding plans generated by a team of AI agents. Once the manager approves a plan that they reviewed, the corresponding plan is added to the new employee's onboarding journey. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/employee-service-management/journey-designer/review-edit-ramp-up-plan-na.html |
| release | australia |
| product | Journey Designer |
| classification | journey-designer |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 5 |
| breadcrumb | Generate onboarding ramp-up plan agentic workflowAI in Journey designerUseJourney designerEmployee Journey ManagementHR Service DeliveryEmployee Service Management |