Skip to main content

Download Performance Improvement Plans

Learn how admins can export all Performance Improvement Plans as a CSV or download an individual plan as a PDF.

Written by Adam

Admins can export all Performance Improvement Plans as a CSV from the Performance Improvement Dashboard or export an individual Performance Improvement Plan as a PDF.

Download all Performance Improvement Plans as a CSV

  1. Navigate to Admin > Performance > Improvement Plans.

  2. On the Dashboard, select Download CSV.

Download an Individual's Performance Improvement Plan as a PDF

  1. Navigate to Admin > Performance > Improvement Plans.

  2. Search for and select the individual's name.

  3. Select the ellipsis (...) > Download PDF.

Did this answer your question?