Create a Nudge Plan

Alex needs to create a nudge plan for the employment event. Later, he can choose to add more nudges for other events.

He needs to complete these steps to create the nudge plan.

1. Click My Client Groups > Show more > Nudge Configuration.
2. Click Create.
3. In the New nudge plan drawer, enter Document Record Expiry in the Name field.
4. Enter Nudge plan for document record expiration in the Description field.
5. Select Global Human Resources as the Subscriber.
6. Select the end date (optional).
7. Select the Schedule Nudge Plan (optional).
8. Click Create Draft.