Run an improvement plan
Objectives with actions, measures and dated check-ins, an outcome, and both signatures.
What this is for
A proper improvement plan: why it's needed, a review period, urgent or ongoing, and objectives. Each objective has the actions agreed, how it's measured and dated check-ins, where the person adds their note and the manager comments and rates progress. At the end the manager records the outcome and you both sign. It can link back to the review or conduct record that led to it. Only HR people, department leads if you allow it, and the person once it's shared see it.
What is on this screen
Each part of the screen above, top to bottom, and what changing it affects.
Start an improvement plan
- Who it's for · Manager
- The manager runs the check-ins and gets the reminders. It's an HR person or a lead of their department when your shop allows it.
- Starts · Ends · Urgent or ongoing
- The review period, and whether it's urgent (a safety or serious issue) or ongoing development.
- Why the plan is needed
- The facts behind it.
- What led to it
- On their file: link a review or conduct record of theirs.
- Objectives
- Each with the objective, the actions and how it's measured. Add another objective adds more.
- Share with them now
- On, they're told and can see it and add their note at each check-in.
- Writing guide
- What a fair plan covers and when to get advice. Sign OS doesn't write the plan for you.
A plan
- Stage · Print
- Not shared yet, Running, Period over, outcome to record, Outcome recorded, waiting to sign, or Signed by both; and a page to print or save as a PDF.
- The plan · Edit
- The period, urgent or ongoing, the manager, whether it's shared, and why it's needed. Came from links to the review or conduct record.
- Objectives · Edit · Add an objective
- Each objective with its actions and how it's measured. Removing one needs at least one left.
- Check-ins
- Dated check-ins under each objective. The person writes their note; the manager sets the date, a rating (Not on track, Some progress, On track) and a comment. The manager is reminded two days before and on the day.
- Final outcome
- Objectives met, Partly met, Not met or Stopped early, the date it closed and what happens next. The manager is reminded a week before the plan ends and on the day.
- Comments and signature
- The person's own comments, then once the outcome is recorded, their signature.
- Manager's signature
- Signs once the outcome is recorded and the plan is shared. Once either signs, the plan is locked.
- Remove plan
- HR only. It's kept, stops reminding, and can be put back from Removed on their Reviews tab.
Before you start
- Your shop has the HR add-on. Starting and running plans needs change rights on HR & safety records, or a department lead role when your shop allows leads to run reviews.
- Improvement plans written as conduct records before this screen came in stay on the Conduct tab, read-only, exactly as written and signed.
Step by step
- 1
Open the person's file → Reviews tab, or HR & Safety → Reviews & plans, and press Start a plan. From a review or conduct record, use Start a plan from this.
- 2
Pick the manager, the review period and urgent or ongoing, say why the plan is needed, and add the objectives with actions and how each is measured.
- 3
Open the plan and add dated check-ins under each objective.
- 4
Share it with them. At each check-in they add their note, and the manager adds a comment and a rating.
- 5
At the end, record the outcome and what happens next. Then they sign, and the manager signs.
- 6
Press Print to keep a copy as a PDF.
Tips & gotchas
- Every objective needs a way to measure it that you can both check.
- Offer support or training alongside what's asked.
- If the outcome could lead to a warning or ending their employment, get advice first.