Performance Improvement Plan Template

If an employee is experiencing repeated performance failures, documentation is key. Use this form to ensure you're capturing all the right information, from specific areas for improvement to a set date for reaching goals. Simply add your company logo and customize questions to start using this pre-built performance improvement plan template.

Need to have multiple managers weigh in on your performance improvement plan? Create workflows to assign different sections to different people. Once the form is completed and submitted, you can use Data Routing and Email Logic to ensure HR managers, supervisors, and other stakeholders will receive relevant information.

If your set goal date arrives and improvements haven’t been made, the documentation you collect in this form can serve as important evidence when determining next steps. Instantly turn the information you collect into a PDF for easy reference later and have it automatically attached to confirmation emails so HR, supervisors, and other leadership will all have a copy.

Signatures are one of the most important components of your performance improvement plan form. They confirm that your employee has received and reviewed it and that they acknowledge the plan you've laid out for them. By combining this form with Formstack Sign, you can easily collect legally binding digital signatures from employees and supervisors. Each one is securely stored online for quick access.