Skip to main content
The Improvement Plans page (/hr/performance/pips) lists all Performance Improvement Plans (PIPs) in the organization with stats, filtering, and CRUD actions.

​
Overview

The page shows four stat cards computed from the full PIP dataset: Active PIPs, Completed PIPs, Success Rate (successful outcomes / completed × 100%), and Terminated PIPs. The PerformanceImprovementPlanTable component renders the filterable list. A Create PIP button opens PIPFormDialog. Row-level actions include edit (re-opens the form pre-populated) and complete (opens PIPCompleteDialog). PIP status values visible in code: active, completed, terminated. Outcome values: successful and others (SME: confirm full list).

​
Who it’s for

Access follows your organization’s role and module configuration. ## Before you start
  • Employee records must exist to create PIPs.
  • PIPs are associated with individual employees and tracked through active, completed, or terminated states.

​
Steps

  1. Navigate to HR → Performance → PIPs or go to /hr/performance/pips.
  2. Review stat cards for an overview of PIP health.
  3. Browse the PIP list and filter as needed.
  4. Click Create PIP to initiate a new plan.
  5. Use row actions to edit an active PIP or mark one complete.

​
Key concepts

​
Viewing a PIP

The PIP Details page at /hr/performance/pips/:id displays the full record for a single Performance Improvement Plan. The header shows the PIP title and employee name, with a status badge (active, completed, or terminated). The main content area shows Performance Issues description, Improvement Objectives, and PIPMilestoneManager for tracking milestone completion. A sidebar shows the timeline (start date, end date, days remaining or overdue), plan owner details, and a link to the linked performance review if one exists. For active PIPs, Edit, Complete PIP, and Terminate buttons appear in the header. Before you start: the PIP must be created from the PIP list at /hr/performance/pips; if a linked performance review exists, it can be viewed via the sidebar link. View a PIP: Navigate to /hr/performance/pips, click a PIP to open its detail page. Update milestones: On an active PIP, use the milestone manager to mark milestones complete. Edit a PIP: Click Edit (available for active PIPs only) to open the edit dialog. Complete a PIP: Click Complete PIP and fill in the completion dialog (final assessment, outcome). Terminate a PIP: Click Terminate and confirm the dialog. This marks the PIP as terminated immediately.

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr/performance-routes.tsx
  • src/cores/hr/pages/performance/PerformanceImprovementPlanListPage.tsx
  • src/cores/hr/pages/performance/PerformanceImprovementPlanDetailPage.tsx
  • src/cores/hr/hooks/performance/usePerformanceImprovementPlans.ts
  • src/cores/hr/hooks/performance/usePIPDetail.ts
  • src/cores/hr/hooks/performance/usePIPMutation.ts