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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.

Written by Adam

Managers can create Performance Improvement Plans for their direct reports.

  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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