Create a capability case to manage performance improvement:

Creating a Case:

  1. Go to Capability Cases → New Case
  2. Select the employee
  3. Enter case details:
  • Performance concerns
  • Areas needing improvement
  • Case type (PIP, Training, etc.)
  • Start date
  1. Create improvement plan:
  • Objectives and goals
  • Support and training required
  • Timeline and milestones
  • Review dates
  1. Assign case handler
  2. Click "Create Case"

Improvement Plan:

  • Objectives: What needs to be achieved
  • Actions: Specific steps to take
  • Support: Resources and training provided
  • Timeline: When improvements should be seen
  • Reviews: Scheduled progress reviews

Case Details:

  • Concerns: Specific performance issues
  • Case Type: Type of capability procedure
  • Status: Current status of the case
  • Progress: How the employee is progressing

Support and Training:

  • Document training provided
  • Record support given
  • Track resources allocated
  • Monitor effectiveness

Best Practices:

  • Be clear about expectations
  • Provide adequate support
  • Set realistic goals
  • Regular progress reviews
  • Document everything