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Performance Improvement Template When employees are underperforming, great managers don’t give up—they find a way to get them back on track. To help struggling employees, businesses can implement a Performance Improvement Plan that clearly explains where employees are failing and how they can overcome their challenges. When an employee begins to underperform, a good first step is to check-in with them, find out why they are struggling and offer any support you can. Before initiating a Performance Improvement Plan, you want to be sure that performance issues are job-related. A plan will work best when there is an identifiable reason for an employee failing to perform. They might be struggling with a particular task or require new training in some aspect of their job. What’s important is a commitment from the employee—and the relevant manager—to get things back on track. Legal Disclaimer: Paycor is not a legal, tax, benefit, accounting or investment advisor. This document is intended for informational purposes only, and does not constitute legal information or advice. All communication from Paycor should be confirmed by your company’s legal, tax, benefit, accounting or investment advisor before making any decisions. Employee Name: ___________________________________________ Date Plan Presented: ____________________ Length of Plan: _____________________________________________ End Date: ______________________________ Your role is critical to the success of our organization. Currently, your performance is not meeting the Company’s expectations in several areas, which are discussed in more detail below. The Company is committed to helping you succeed. At this time, we have turned to the Management Team to collaborate with you, to develop a plan to help mitigate issues and provide guidance and support to achieve agreed upon performance excellence outcomes. The Management Team has decided to place you on a Performance Improvement Plan (PIP). Shortly after the end date, the Management Team will meet to decide whether you have successfully completed the Performance Improvement Plan. There are three potential outcomes:
This Performance Improvement Plan is not intended to be an employment contract or a guarantee of continuing employment. The Company does not promise that you will remain employed until the end of the plan. Should you fail to make progress or should your performance or behavior decline during the PIP, you may be terminated. Performance Failing to Meet the Company’s Minimum Expectations Examples of Performance Failing to Meet the Company’s Minimum Expectations PERFORMANCE IMPROVEMENT TEMPLATE FProductivity FAttendance FEfficiency FConduct FTeamwork FCommunication FQuality FOther: __________ Deliverables and/or Other Expectations: Summary & Acknowledgment: Successful completion of this PIP is necessary for your continued employment with the Company. The Management Team is committed to helping you achieve these goals, so please do not hesitate to reach out if you have questions or concerns regarding the deliverables listed in this document. To help you achieve these goals and provide you with regular feedback regarding your progress, your manager will meet with you bi-weekly during the course of the PIP. The dates of these meetings are listed below for your reference; it is imperative that you attend each meeting. The Performance Improvement Plan above has been carefully reviewed and agreed to by the Employee and Manager as listed below. Plan Accepted by (Employee Signature): ____________________________________________ Date: _____________ Plan Presented by (Manager Signature): _____________________________________________ Date: _____________ PERFORMANCE IMPROVEMENT TEMPLATE
