Performance Improvement Plan (PIP)

Performance Improvement Plan (PIP) - User Guide

Overview

This Performance Improvement Plan (PIP) form is designed to help managers and HR professionals document and address employee performance issues in a structured, professional manner. The form is fully interactive and can be printed for official documentation.

How to Use This Form

1. Employee Information Section

• Fill in all fields with the employee's details
• Include the employee's full name, job title, and department
• Enter the manager/supervisor's name
• Select the PIP start date and review date using the date pickers

2. Performance Concerns Section

• Describe the performance issues clearly and objectively
• Provide specific examples or incidents to support your assessment
• Document any previous actions taken to address these performance issues

3. Performance Goals and Expectations

• Set 2-3 clear, measurable goals for improvement
• For each goal, define how success will be measured
• Set realistic target dates for achieving each goal

4. Support and Resources

• Specify any training or development opportunities being offered
• List additional resources or support that will be provided
• Outline the schedule for regular check-in meetings

5. Consequences

• Clearly state the positive outcomes if performance improves
• Explain the consequences if performance does not meet expectations

6. Signatures

• All relevant parties should sign the document
• Include printed names and dates alongside signatures
• The HR representative signature is optional but recommended

Printing the Form

• Click the "Print This Form" button at the bottom of the page
• The printed version will automatically remove unnecessary elements
• Ensure all fields are completed before printing

Best Practices for Using a PIP

1. Be specific and objective when describing performance issues
2. Set SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound)
3. Schedule regular check-ins to monitor progress
4. Document all meetings and feedback sessions
5. Maintain a professional and supportive tone throughout the process
6. Ensure the employee understands the expectations and consequences

Technical Notes

• This form works best in modern browsers
• All data is entered client-side (no information is saved to servers)
• For permanent records, print the completed form or take screenshots
• The form is responsive and works on mobile devices, though printing is recommended for official use

Legal Considerations

• Consult with your HR department or legal counsel before implementing a PIP
• Ensure compliance with local employment laws and regulations
• Maintain confidentiality of all performance-related documents

This PIP form is designed as a template and may need customization to fit your organization's specific policies and procedures.