12_21_15_Creating a Performance Improvement Plan Document (PIP)

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

Steps:

1. Click the Main Menu button.

   Step 1

2. Click the HCM Systems menu.

   Step 2

3. Click the Manager Self Service menu.

   Step 3

4. Click the Performance Management menu.

   Step 4

5. Click the Performance Documents menu.

   Step 5

6. Click the Create Documents menu.

   Step 6

7. Click in the As Of Date field.

   Step 7

8. Press [Backspace] to clear the field.

   Step 8

9. a valid value
    e.g.
   Enter
    "07/15/2015"
    into the As Of Date field.
   Step 9

10. Click the Refresh Employees button.

    Step 10

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

    Step 11

12. Click the check box for NICOLE EDWARDS.

    Step 12

13. Click the Continue button.

    Step 13

14. Click in the Period Begin Date field.

    Step 14

15. a valid value
     e.g.
    Enter
     "03/01/2015"
     into the Period Begin Date field.
    Step 15

16. Click in the Period End Date field.

    Step 16

17. a valid value
     e.g.
    Enter
     "06/15/2015"
     into the Period End Date field.
    Step 17

18. Click the Document Type drop-down list.

    Step 18

19. Click the Performance Improvement Plan list item.

    Step 19

20. Click the Template drop-down list.

    Step 20

21. Click the Performance Improvement Plan list item.

    Step 21

22. Click the Create Documents button.

    Step 22

23. Notice the message indicating the document was created successfully.

    Step 23

24. Click the Home link.

    Step 24

25. Click the Sign out link.

    Step 25

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

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