Configure Performance Plan (PIP) templates

Configure Plan Templates

PIP templates define the structure of an improvement plan. You can use pre-built templates or create custom templates that align with your organization’s process.

Access plan templates

To create or manage plan templates:

1. Navigate to Growth Studio from the left sidebar
2. Click Plans, then select Templates
3. Choose whether you want to create a Performance Improvement Plan (PIP) template or an Individual Development Plan (IDP) template

To create or edit a template:

1. In PIP Settings, click Templates.
2. Click Create template, or select an existing template to edit.

To manage sections within a template:

• Add a section: Click Add section and enter the section details (e.g., expectations, milestones, success criteria).
• Edit a section: Click into an existing section to update its title or content.
• Reorder sections: Drag and drop sections to change their order.
• Remove a section: Delete sections that are no longer needed.

To control section visibility:

• Enable or disable a section: Click the eye icon to show or hide the section.
• Set visibility by audience: Configure whether a section is visible to the employee or restricted to HR/admins only.

3. Click Save to apply your changes.