Initiate a PIP request

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Initiate a PIP request for your employee. Have structured conversations with your employee on performance improvement, and have an agreed course of action with HR or the Employee Relations department.

    Vorbereitungen

    • Role required: admin
    • Install the Human Resources Scoped App: Employee Relations, and Enterprise Onboarding and Transitions plugins.
    • Activate the HR Taxonomy, and Document Templates applications from ServiceNow Store.

    Prozedur

    1. Navigate to All > Employee Center.
    2. Click the HR topic.
    3. Select the Employee Conduct tile or the Career Development tile.
    4. Click the Start a Performance Improvement Plan (PIP) request.
    5. On the form, fill in the fields:
      Tabelle : 1. Start a Performance Improvement Plan (PIP)
      Field Description
      Employee name Employee for whom you are initiating the performance improvement plan.
      Hinweis:
      You will be able to select an employee only if you are added as the manager in the HR profile of the employee.
      PIP start date Start date for initiating PIP tasks.
      PIP end date End date for completing PIP tasks.
      Reason for PIP Reason for initiating PIP for the employee.
      Areas of improvement Areas in which you want the employee to perform well.
    6. Click Submit.

    Nächste Maßnahme

    A PIP case is created and assigned to an ER agent. The (PIP) life cycle event is triggered and tasks are auto-initiated for the manager, the employee, and an ER agent.