Lattice

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

Download all Performance Improvement Plans as a CSV

Navigate to Admin &gt; Performance &gt; Improvement Plans.

On the Dashboard, select Download CSV.

1. Navigate to Admin &gt; Performance &gt; Improvement Plans.
2. On the Dashboard, select Download CSV.

Download an Individual's Performance Improvement Plan as a PDF

Search for and select the individual's name.

Select the ellipsis (...) &gt; Download PDF.

1. Navigate to Admin &gt; Performance &gt; Improvement Plans.
2. Search for and select the individual's name.
3. Select the ellipsis (...) &gt; Download PDF.

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

Download Performance Improvement Plans

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