Informal Plans are a structured way to address performance concerns before a formal Performance Improvement Plan (PIP) is necessary. These are automatically pre-populated with standard action items to help you track that the necessary steps were taken.

To get started, an assessment needs to be done. Based on the results, an Informal Plan may be suggested instead of a PIP. Simply click on Proceed to Informal Plan to start.

💡Refer to this article to learn more about Next Steps Assessments.

Overview

Plan Progress

This shows a list of tasks to complete during the Informal Plan. Click on the buttons on the left to mark the tasks as Complete.

Clarify Performance Expectations

Review the employee’s role and responsibilities so they understand what is expected in the job.

Provide Clear Feedback

Explain the performance issue and share specific examples of what happened with the employee.

Document Specific Examples

Write down the example you discussed, including what happened, when it happened, and why it was a problem.

Agree on what to Improve

Agree with the employee on what needs to change and what improvement looks like.

Provide Support

Provide support or resources to help the employee improve and succeed.

You can add evidences linked to the ongoing tasks by clicking on "+ Add Evidence". The number of evidences added are shown under each task.

Plan Settings

Information about the employee and the structure of their informal plan. Contains the following details:

First Name
Last Name
Email
Plan Type
Duration
Job Title
Start Date
End Date
Reason

Next Steps

After completing an Informal Plan, clicking on Choose Next Action will give you the following choices:

Complete - Expectations Met - The employee is now meeting expectations. Closes the plan with no further actions.
Move to Formal PIP - Start a formal Performance Improvement Plan with clear goals, timelines, and documented outcomes.
Reassess - Determine Next Actions - Redo the assessment to evaluate current performance and decide the appropriate next steps.

You can pause the plan and get a reminder on when to pick up where you let off by clicking on Pause & Set Reminder. Select a date and add a reason for pausing(optional) and click on Set.

💡Note: A "Paused" status will apply to Informal plans with auto-resume on reminder date.

Informal Plan Check-ins

You can create check-ins for Informal Plans without an employee.

This can support scenarios such as pre-PIP acknowledgment and follow-up meetings. When a Check-in is created without an employee, Manager Private Notes, Employee Shared Notes, and Sentiment fields are omitted.

Evidences

Evidences are linked to Plan Progress. You can add comments and upload supporting documents as evidences to the plan's progress. Select which task an evidence is linked to manually by clicking on the list on the right.

💡Date Posted and Evidence Date details have been added for better monitoring.

Edit an Evidence entry by clicking on the Edit Evidence button located at the the right of an evidence entry.

Delete an Evidence entry by clicking on the Delete Evidence button located at the right of an evidence entry.

Audit Log

This shows a history of changes made to the Informal Plan.