How can a Reporting Manager add a Reportee to the Performance Improvement Plan (PIP)?

A Performance Improvement Plan (PIP) is designed to support employees who are not meeting expected performance standards. It highlights specific areas of concern, identifies skill or training gaps, and clearly outlines the expectations and outcomes required for improvement.

As the Reporting Manager, you are responsible for the employee’s performance and can initiate a PIP when needed.

Accessing the Performance Improvement Plan Section

1. Go to My Team on the Keka homepage.

2. Select the Performance tab.

3. Click Performance Improvement Plan (PIP).

Under this section, you will find the In Progress list for your direct reports. (Additional sections may appear depending on your role permissions.)

Starting a New PIP for an Employee

1. To begin, click Add an Employee to PIP.

   

2. Once you click Add an employee to PIP, a setup window will appear:

3. Use the search bar to select the employee you want to place under a PIP.

4. Provide a clear and concise explanation of why the employee is being placed on a PIP.

5. Click on Add Attachments to attach files to the PIP.

6. Choose the predefined templates available or click on +Create custom tasks for everyone to create new task.

   

   

7. Under Add Improvement Plan, detail the key outcomes and improvements you expect from the employee during the PIP period.

8. Choose the Start Date for when the PIP begins, and specify the Expected End Date for completion.

9. After all fields are completed, click Start to officially initiate the Performance Improvement Plan for the employee.

   

That’s it! You now know how a Reporting Manager can initiate a PIP for a team member in Keka.
If you need additional help or wish to understand more performance tools, feel free to check out our other articles or contact our support team—we’re always here to assist you!