> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Improvement Plans

> Manage employee Performance Improvement Plans — view active and completed PIPs, track success rates, and create new plans.

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

| Concept      | Meaning                                                   |
| ------------ | --------------------------------------------------------- |
| Active       | PIP is currently in progress                              |
| Completed    | PIP period has ended                                      |
| Success rate | Percentage of completed PIPs with a `successful` outcome  |
| Outcome      | Final result of the PIP — SME: confirm full set of values |

## 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.

| Term       | Meaning                                                                                                        |
| ---------- | -------------------------------------------------------------------------------------------------------------- |
| PIP        | Performance Improvement Plan — a time-bound document outlining performance issues, objectives, and milestones. |
| Milestone  | A discrete checkpoint within the PIP, tracked as completed or not.                                             |
| Plan Owner | The manager or HR professional responsible for administering the PIP.                                          |
| Outcome    | The result recorded at PIP completion (e.g., `successful` or another outcome).                                 |

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.

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>