Agnes Schooling

Performance Improvement Plan (PIP) - Agents

This process should be used when an agent has 3 or more non conformance reports within 12 months.

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Title Page

Conducted on
Prepared by
- Lisa
- Danny
- Marie
- Sam
- Sikander
- Louise
Agent eg. Jane Doe
Have any issues affected performance?

Performance Plan

What is the current concern?
What training can be implemented to help understanding?
What are the expectations after training has been conducted? What timeframe is in place for improvement? When will the monitoring be completed?
Have performance expectations been set?
Week 1 Pass or Fail?
Week 1 expectations
Week 2 Pass or Fail
Week 2 expectations
Week 3 Pass or Fail
Week 3 expectations
Week 4 Pass or Fail
Week 4 expectations
Has the agent met the documented expectations? Please attach any evidence if required.

Sign Off

Agent
Team Leader
Was the PIP plan failed? If so please refer to Human Resources. If passed please email PDF to Human Resources to upload onto file.
Has the document been emailed to Human Resources?

Agnes Schooling

Performance Improvement Plan (PIP) - Agents

This process should be used when an agent has 3 or more non conformance reports within 12 months.

Use this Template

Print as PDF

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.