Add a Collaborator to an Improvement Plan

Collaborators gain shared visibility into the plan, helping ensure accountability and alignment throughout the improvement process.

Add Collaborators to an Existing Improvement Plan

1. Navigate to Performance > Improvement Plans and select the plan.
2. Select the ellipsis (...) on the top-right corner > Edit details.
3. 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).