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Track the Progress of and add Updates to a Performance Improvement Plan

Once a Performance Improvement Plan is shared, managers and admins can use the progress tracker to view and add updates.Add an Update  Nav...

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Written by Adam Kroboth

Once a Performance Improvement Plan is shared, managers and admins can use the progress tracker to view and add updates.

Add an Update

  1. Navigate to Performance > Improvement Plans.

  2. Select the Improvement Plan.

  3. Select the Add an update comment box and enter your update.

    • To make the update private and only visible to admins and collaborators, select Hide from [Employee's name].

  4. Select Add update.

View Updates

  1. Navigate to Performance > Improvement Plans.

  2. Select the Improvement Plan.

  3. Under Track updates, view all updates made to the plan.

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