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Create a Performance Improvement Plan

Learn how managers can create and submit a Performance Improvement Plan for admin review before sharing it with an employee.

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Written by Adam

Managers can create Performance Improvement Plans for their direct reports. When Performance Improvement Plans are enabled, all managers will have the ability to create an Improvement Plan of their direct report.

  1. Navigate to Performance > Improvement Plans.

  2. Select Create a plan.

  3. In Who is this for?, select the employee.

  4. Enter a Start date and an End date.

    1. (Optional) Add a collaborator.

  5. Select a template from the Template dropdown.

  6. Select Next.

  7. Complete the plan details by filling in the template.

  8. Select Submit for review.

Note: Improvement Plans must be submitted to an admin for review before being shared with the employee.

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