Here, you set when employees will get access to the plan.

  1. Select when the plan will be assigned:
    • On the first Monday after the condition is met
      The plan will be assigned on the next Monday after the employee meets the condition.

    • N days after the condition is met
      The plan will be assigned after the selected number of days, for example, after 3 or 7 days.

  2. Then set the time. The time is based on the employee’s time zone.

    If the employee hasn’t selected a time zone, the supervisor’s time zone will be used. If the supervisor doesn’t have a time zone either, the account time zone will be used.

  3. Click Create.
  4. In the Review details window, verify that everything is correct: the conditions, plan team, plan access date, and notification. If you need to change anything, click the pencil icon.



  5. When everything is ready, click Finish and create.
    Done! Auto-assignment has been set up for this template.

Notifications

On the first day of the plan, iSpring LMS will send notifications to:

  • The employee
  • The mentor, supervisor, and observer

Notifications appear on the platform, are sent by email, and show up as push notifications in the mobile app.