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Update a Performance Improvement Plan Before Sharing

Before you start Admins cannot edit the plan on behalf of the manager unless they are the plan creators. Admins can utilize the comments f...

Written by Adam

Before you start

  • Admins cannot edit the plan on behalf of the manager unless they are the plan creators.

  • Admins can utilize the comments function to communicate adjustments directly to managers before approving the Improvement Plan.

  • Comments cannot be accessed after the plan is approved and shared with the employee.

Updating the Improvement Plan as a Manager

  1. Navigate to Performance > Improvement Plans > select the plan.

  2. Select Edit button at the top of the page to update the Improvement Plan details.

  3. Select Save Changes.

Note: Any comments left by an admin will be visible on the Improvement Plan page.

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