How to download reports for the Performance Improvement Plan?

Category: Performance

Profit.co provides an option to download/export reports for the Performance Improvement Plan for HR Admins, HR Business Partners, and Individual Users.

Why this Feature?

  • By using this feature, you can download reports for the Performance Improvement Plan for future purposes.
  • Coaches and mentors can download and view the reports of individuals that report to them.

How the HR Admin can download the Performance Improvement Plan Reports?

Step 1:

Navigate to Performance → HR Administration → Performance Improvement Plans and click on the More options to download all the reports.

Step 2:

In the Performance Improvement Plan, Select individual PIPs to export detailed reports. click on the Export icon to Download PDF.

The information will be displayed in the Preview panel before download.

How an Individual user can download the Performance Improvement Plan Reports?

Navigate to Performance → Development Plans from the left navigation panel and select the Performance Improvement Plans from the dropdown and switch to the My PIPs. Click on the More options to download the reports.

Note: The Coach/Mentees’ can also download the Performance Improvement Plan reports from My Org IDPs and Mentor IDPs from the left navigation menu respectively.

Related Blog Post:

To learn the process of initiating a new Performance Improvement Plan, click here.

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