Lattice

Managers can create Performance Improvement Plans for their direct reports. 
Navigate to Performance &gt; Improvement Plans.
Select Create...

Create a Performance Improvement Plan

Before you start
Admins cannot edit the plan on behalf of the manager unless they are the plan creators.
Admins can utilize the comments f...

Update a Performance Improvement Plan Before Sharing

Once a Performance Improvement Plan has been reviewed and approved by an admin, managers can share and finalize the plan with the employee...

Share 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...

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

Admins and managers can complete the process by marking the Improvement Plan outcome as successful or not successful based on the employee...

Mark the Outcome of a Performance Improvement Plan

Managers, collaborators and employees can download Performance Improvement Plans as a PDF. 
Navigate to Performance &gt; Improvement Plans...

Download a Performance Improvement Plan as a PDF

Adam Kroboth

Create and manage performance improvement plans 

Performance Improvement Plans for Managers 

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