Collaborators gain shared visibility into the plan, helping ensure accountability and alignment throughout the improvement process.
Add Collaborators to an Existing Improvement Plan
Navigate to Performance > Improvement Plans and select the plan.
Select the ellipsis (...) on the top-right corner > Edit details.
Add the collaborator and save changes.
The collaborator will receive a notification prompting them to view the plan and provide feedback once it has been submitted for review.
Note: Collaborators cannot view improvement plans in the drafted state. They will gain access to the improvement plan once the status is under review.
Permissions
If the collaborator is also a PIPs admin or has PIPs permissions, they can approve the plan.
If the collaborator is not a PIPs admin or doesn’t have PIPs permissions, they can only view the plan and leave notes/comments and updates in the plan (before the plan is shared with the employee or/while the plan is live).