Performance Improvement Plan (PIP) service

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Manage employee performance issues within Employee Relations using the Performance Improvement Plan (PIP) service.

    Organizations handle employee performance issues in close coordination with HR teams, Employee Relations teams, and/or Legal teams. Proper processes must be followed and appropriate documentation and communication must be maintained.

    With this feature, a manager can:

    • Initiate a PIP case for an employee and involve the Employee Relations advisory to handle and support the PIP case more efficiently.
    • Track the progress of tasks and take the necessary action — Structured workflow (with a life cycle event) auto-initiates tasks for a manager, an employee, and an Employee Relations (ER) agent.

    PIP workflow

    Use case explaining how a manager, an employee, and an ER agent can work together on Performance Improvement Plan.
    • A manager initiates a PIP request for an employee to have structured conversations with the employee on performance improvement, and have an agreed course of action with the ER department.
    • A PIP case is automatically created and assigned to an ER agent. A Performance Improvement plan (PIP) life cycle event is triggered and tasks are automatically created for the manager, employee, and ER agent in the order specified (sequential or parallel).
    • The employee and the manager receive tasks for signing the PIP acknowledgment forms.
    • The manager schedules a coaching conversation with the employee and develops a plan for the employee, which is reviewed by the ER agent.
      • Aligns PIP goals with the employee and tracks the progress of the employee on a regular basis.
      • Conducts periodic reviews with the ER agent to evaluate employee progress.
      • Submits the PIP assessment indicating whether the PIP is successful or unsuccessful. See Complete PIP assessment.