Admins can download all Performance Improvement Plans as a CSV from the Performance Improvement Dashboard or individual Performance Improvement Plans as a PDF.
Download all Performance Improvement Plans as a CSV
- Navigate to Admin > Performance > Improvement Plans.
- On the Dashboard, select Download CSV.
Download an Individual's Performance Improvement Plan as a PDF
- Navigate to Admin > Performance > Improvement Plans.
- Search for and select the individual's name.
- Select the ellipsis (...) > Download PDF.