Creating a Performance Improvement Plan Document (PIP)


Concept

In this topic you will go through the steps of creating a Performance Improvement Plan (PIP) document.


Steps:

  1. Click in the User ID field.

    Step 1

  2. a valid value
     e.g.
    Enter
     "mary.abrams"
     into the User ID field.

    Step 2

  3. Click in the Password field.

    Step 3

  4. a valid value
     e.g.
    Enter
     "welcome1"
     into the Password field.

    Step 4

  5. Click the Sign In button.

    Step 5

  6. Click the Main Menu button.

    Step 6

  7. Click the Manager Self Service menu.

    Step 7

  8. Click the Performance Management menu.

    Step 8

  9. Click the Performance Documents menu.

    Step 9

  10. Click the Create Documents menu.

    Step 10

  11. Click in the As Of Date field.

    Step 11

  12. Press [Backspace].

    Step 12

  13. a valid value
     e.g.
    Enter
     "07/15/2015"
     into the As Of Date field.

    Step 13

  14. Click the Refresh Employees button.

    Step 14

  15. Click the Vertical scrollbar to navigate down the page.

    Step 15

  16. Click the check box for NICOLE EDWARDS.

    Step 16

  17. Click the Continue button.

    Step 17

  18. Click in the Period Begin Date field.

    Step 18

  19. a valid value
     e.g.
    Enter
     "03/01/2015"
     into the Period Begin Date field.

    Step 19

  20. Click in the Period End Date field.

    Step 20

  21. a valid value
     e.g.
    Enter
     "06/15/2015"
     into the Period End Date field.

    Step 21

  22. Click the Document Type drop-down list.

    Step 22

  23. Click the Performance Improvement Plan list item.

    Step 23

  24. Click the Template drop-down list.

    Step 24

  25. Click the Performance Improvement Plan list item.

    Step 25

  26. Click the Create Documents button.

    Step 26

  27. This is the Results page. Verify that the document was created successfully by viewing the Status column.

    Step 27

  28. Click the Home link.

    Step 28

  29. Click the Sign out link.

    Step 29

You have completed the steps to creating a Performance Improvement Plan (PIP) document.

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