A performance improvement plan (PIP) is a specific plan of action for the employees to take in order to improve his or her performance. PIP can be initiated by the managers at any point in time.
Following are the steps to initiate the PIP
- Log in as a manager and navigate to, Performance > Manage PIP
- Click on create PIP and Search the employee for whom the PIP has to be initiated
- The manager has to fill in the PIP plan details and click on Set goals for PIP.
- The manager can assign the PIP attributes to the employee that have to be assessed and should select the Initiate PIP button to initiate the plan for the employee and confirm.
- After the initiation of PIP by the manager, an email notification will be triggered to the employee for "Acknowledgment", the employee has to acknowledge the PIP initiated.
- After completion of PIP acknowledgment, the email will be triggered to the Manager that the Employee has been Acknowledged and the feedback form is available for review.
- Employees and Managers can provide the rating and comments for the assigned goals in Review PIP.
- Click on Save or Submit.
PIP Extensions
Managers can extend the PIP process at any time if it is approaching its deadline.
Following are the steps to extend the PIP
- Log in as a manager and navigate to Performance > Manage PIP.
- You can search for the plan that has to be extended using the Search Box available.
- Once the plan has been found, the manager has to select the dropdown option near the Review PIP button and select the "Extend PIP" option.
- You can select the date until when you want the PIP to be extended and click on the Extend Button.
- Clicking on Extend PIP will extend the PIP process for the employee and you will receive the below confirmation for the same.
END PIP:
Managers can END the PIP review at any time.
Following are the steps to end the PIP
- Log in as a manager and navigate to Performance > Manage PIP.
- You can search for the plan that has to be ended using the Search Box available.
- Once the plan has been found, the manager has to select the dropdown option near the Review PIP button and select the "End PIP" option.
- Provide the recommendation, comments and end the PIP.
- Clicking on End PIP will complete the PIP process for the employee and the employee will be notified via email
PS: Synergita implementation for your Organization may vary from how the features are described here. The screenshots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.