Admins are responsible for reviewing submitted Performance Improvement Plan drafts made by managers before they are finalized and shared with employees.
Before you start
- Comments added to Improvement Plans cannot be accessed after the plan has been approved and shared. If you need to access these comments, reach out to Customer Care.
- Admins are unable to edit an Improvement Plan on behalf of a manager, unless they have super-admin permission.
Review an Improvement Plan
- Navigate to Admin > Performance > Improvement Plans.
- Select the Improvement Plan to review.
- Review the plan and add Comments to the plan to communicate with the manager.
Note: Managers will be notified when comments are added to the Improvement Plan. - Once the plan meets company guidelines, select Approve improvement plan.