The Performance Improvement workflow helps teams manage performance issues with structured steps and consistent documentation.
Steps in the workflow
- Select Manager
Assign the manager responsible - Performance Issue
Define the issue and key details - Documentation
Upload supporting documents - Coaching and Feedback
Document coaching conversations and communicate with stakeholders - Performance Plan
Create or upload a performance plan - Monitoring
Track progress and follow-ups - Outcome
Record final actions and outcomes
Notes
- Vera can help draft performance plans
- Messaging, comments, and e-signatures help streamline collaboration