Lattice

Super admins, custom role owners and improvement plan owners can permanently delete drafted, active and closed improvement plans. Before y...

Delete a Performance Improvement Plan

Performance Improvement Plans are enabled for Super Admins and users with company-wide Improvement Plan custom role permissions. Enabling ...

Enable Performance Improvement Plans

Admins are able to customize the Performance Improvement Plan to align with their organisation's needs. Update the TemplatesAdmins can sel...

Customize the Performance Improvement Plans Tool

Super admins or custom role owners with company-wide Reviews, Calibration, and Improvement Plan Admin permissions can create Improvement P...

Create Custom Improvement Plan Template

Add a Collaborator to an Improvement Plan

Admins are responsible for reviewing submitted Performance Improvement Plan drafts made by managers before they are finalized and shared w...

Review a Performance Improvement Plan

Admins and Improvement Plan admins can view all Improvement Plans across the organization. View the Dashboard To view the Improvement Plan...

Performance Improvement Plan Dashboard

Admins can break down the number of Performance Improvement Plans using Charts. 
Navigate to Admin &gt; Analytics &gt; Charts.
Add:

Measu...

View Analytics for Performance Improvement Plans

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

Download Performance Improvement Plans

Adam Kroboth

Enable and set up performance improvement plans

Performance Improvement Plans for Admins 

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