Update a Performance Improvement Plan Before Sharing

Before you start

• Admins cannot edit the plan on behalf of the manager unless they are the plan creators.
• Admins can utilize the comments function to communicate adjustments directly to managers before approving the Improvement Plan.
• Comments cannot be accessed after the plan is approved and shared with the employee.

Updating the Improvement Plan as a Manager

1. Navigate to Performance > Improvement Plans > select the plan.
2. Select Edit button at the top of the page to update the Improvement Plan details.
3. Select Save Changes.