To make a plan active, your company will either require you to submit the plan for initial approval or simply activate the plan.
Step 1
From inside the plan, click Initial Approvals in the subnav.
Step 2
Ensure the plan and approval queue are in good shape. We will alert you on this page and disable moving forward unless:
- All weighted sections have appropriately weighted content
- If your company requires approvals, you must have the correct number of approvers in the approval queue.
- we cover editing the approval queue here
Step 3
If your company does not require initial approval, click Activate Plan at the top of the page:
If your company does require initial approval, click Start Approval Queue at the top of the approval queue:
