Manage performance improvement plans

Complete this task

Who can do it

The assigned employee, supervisor and authorised administrator.

Before you start

An improvement plan must have been created with expectations, measures, support and review dates.

Where to go

Open Improvement Plans directly or from Work Inbox.

Steps

1. 1. Open the plan for the correct employee.
2. 2. Review or update the assigned expectations, measures, support and milestones.
3. 3. Save progress and complete the acknowledgement or review action available to your role.

Completion

The plan displays the current status, milestone updates and recorded participant actions.

When to create a plan

Create a performance improvement plan when an employee needs structured support, clear expectations, and a documented path back to the expected standard.

What a good plan includes

A good improvement plan is practical and fair. It should help the employee understand what needs to improve and how success will be measured.

• The performance gap or concern.
• Specific actions the employee should take.
• Support the organisation or supervisor will provide.
• Milestones and dates for check-ins.
• Evidence required to close the plan.

Closing the plan

Close the plan when the required actions are complete and the reviewer has recorded the outcome. If the plan cannot be completed, the record should explain what happened and what follow-up is needed.