Performance Improvement Plans (PIPs) - HR Partners

Approving Manager Evaluation            

The HR Partner is the first person responsible for reviewing and approving the submission when the Performance Improvement Plan (PIP) is initiated by Manager or nearing its defined completion date.

1. When a Manager initiates a PIP for an employee on their team, the HR Partner will be the first to review the submission. You will receive a task in your Workday My Tasks Inbox. Select the task titled Manager Evaluation: Initiate Performance Improvement Plan, then click Get Started on the right-hand side of the page.

   

2. You will be directed to the PIP Details page. Read through the submitted answers, then click Next.
   1. Performance Commentary: Ensure the Manager provides overall commentary of the employee’s performance, stating the role and high-level expectations / responsibilities of the role that the employee is in, followed by 1-2 sentences indicating where the employee may not be meeting these expectations.
   2. Specific Performance Concerns: Ensure the Manager has stated 2 or 3 categories of performance concerns, providing at least 1 recent example of a task or situation where a performance expectation was not met to support each category or concern listed. Also ensure they have included any negative impact to the department or business and have highlighted any coaching that may have already been provided thus far.

      

      

3. You will be brought to the Duration section of the Performance Improvement Plan. Ensure the Manager has described the corrective action the employee has been asked to take. Click Next to continue.

   

   

4. You will be directed to the Supporting Documents page of the Performance Improvement Plan. Ensure documents are relevant and support the PIP action plan. Click Next to continue.

   

5. Next, you can read through the Employee Acknowledgement statement, which will show you what the employee will have to sign upon receiving the PIP. Click Next to continue.

   

6. The Review and Submit page will provide an overview of the information. Review it carefully and make any necessary corrections. To go back, click on a section in the left sidebar. Then, click Approve to advance the task to the next step.

   

   

7. If you approved the PIP submission, you will receive a confirmation notification. The task will be routed to the Legal Partner for their approval.