Performance Improvement Plan Template

Is an employee experiencing performance issues? Use this performance improvement plan form to help turn things around.

Simplify your workflows

You may already be collecting 360-degree feedback and conducting 30-day reviews to increase engagement. But what happens when you encounter an employee who needs help getting back on track? That’s what this performance improvement plan form template is for. Use it to create an action plan for someone with recurring performance issues—and to automate your HR process. You can collect digital signatures, route information to the appropriate staff for approvals, and so much more.

Capture all the right info

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.

Involve multiple stakeholders

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.

Future-proof your HR process

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.

Collect critical signatures

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.

We have shifted all of our forms to Formstack and experienced the flawless integrations, automatic emails, endless logic possibilities, and more.
Erika Thomas
Program and Community Manager at The Forum

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