You are here:

Create a Coaching Document or PIP

Refer to Coaching for more information about coaching and Performance Improvement Plans (PIPs).

STEP 1

In Your Self-Service, log in as a Manager.

Manager Home Page

STEP 2

Navigate to My Staff:

From the Quick Links, click the My Staff icon, or

From the menu, click My Staff.

The My Staff page displays.

My Staff Page

STEP 3

From the employee list, select the appropriate employee.

STEP 4

On the employee's profile card, click the View Full Profile link.

The Employee Profile page displays.

Employee Profile Page

STEP 5

From the menu tabs, select Employee Relations.

The Employee Relations page displays.

Employee Relations Page

STEP 6

In the Coaching section, click the Create button.

The Employee Coaching page displays.

Employee Coaching Page

STEP 7

In the Group field, select Coaching Performance.

STEP 8

In the Type field, select the appropriate coaching type.

STEP 9

In the Incident Date field, select the appropriate incident date. The Incident Date can be:

The date the employee's performance began dropping,
The date that you started discussing performance with the employee,
A specific date that the employee made several errors, or
Today's date.

STEP 10

In the Meeting field, select the date you met with or will meet with the employee to discuss performance. This is NOT the PIP meeting.

STEP 11

In the Follow Up field, select the date that you will follow up with the employee.

You must include a follow up date to ensure that you are helping your employee to be successful. Typically, a follow up will occur two (2) weeks after the initial meeting. However, follow ups can be planned weekly, bi-weekly, monthly or longer if necessary. Talk to your Supervisor and HR Rep to determine the best follow up schedule for the employee.

STEP 12

In the Behavior field, type a detailed description of the employee's current behavior.

List data where necessary, and be descriptive. The content entered in this field will display in the Area of Concern section of the PIP.

STEP 13

In the Desired Behavior field, type a detailed description of the employee's expected behavior going forward.

List specific improvements, a time frame in which to improve and the consequences of failing to improve within the time frame. The content entered in this field will display in the Expected Performance Improvement section of the PIP.

STEP 14

In the Notes section, add any additional notes if necessary.

Notes can be used to document discussions with the employee, pictures or documentation to support coaching or other pertinent coaching information. You can also use the Notes function on the employee's profile. Notes do NOT appear on the PIP. Notes can be added, reviewed and edited on the Documentation tab.

STEP 15

Click the Save button.

The success message displays.