Agent Skills: PIP Documentation Skill

PIP Documentation Skill

Overview

The PIP Documentation skill provides specialized capabilities for creating, managing, and tracking Performance Improvement Plans. This skill ensures that all PIP documentation is legally compliant, properly structured, and includes all required elements for fair and defensible performance management actions.

Capabilities

Core Functions

1. Generate PIP Templates with Required Elements

   • Create comprehensive PIP documents with all legally required sections
   • Include performance deficiency descriptions, expectations, and timelines
   • Generate customizable templates based on organizational policies
   • Support multiple PIP formats (formal, informal, coaching-focused)

2. Document Performance Deficiencies with Evidence

   • Structure evidence collection and documentation
   • Link performance issues to specific, measurable standards
   • Maintain objective, fact-based documentation
   • Create evidence summaries for each deficiency area

3. Create SMART Improvement Goals

   • Generate Specific, Measurable, Achievable, Relevant, Time-bound goals
   • Align goals with performance standards and job requirements
   • Create incremental milestone objectives
   • Define clear success criteria and metrics

4. Build Support and Resource Plans

   • Identify training and development resources
   • Document coaching and mentoring commitments
   • List available tools, systems, and support structures
   • Create accommodation considerations where applicable

5. Track PIP Milestones and Check-ins

   • Generate check-in meeting agendas and documentation
   • Track progress against improvement goals
   • Document ongoing feedback and observations
   • Create milestone completion records

6. Generate Outcome Determination Documentation

   • Create successful completion documentation
   • Generate extension justification documents
   • Prepare separation recommendation documentation
   • Document all decision rationale

7. Ensure Legal Compliance and Consistency

   • Validate documentation against employment law requirements
   • Check for consistency across similar cases
   • Flag potential legal risks or documentation gaps
   • Ensure due process requirements are met

Usage

Creating a New PIP

Input:
- Employee information and role details
- Performance deficiency descriptions
- Previous feedback and coaching documentation
- Organizational performance standards
- Company PIP policy requirements

Output:
- Complete PIP document with all sections
- Supporting evidence summary
- SMART improvement goals
- Check-in schedule
- Resource and support plan

Tracking PIP Progress

Input:
- Current PIP document
- Check-in notes and observations
- Performance data and metrics
- Milestone completion status

Output:
- Updated progress documentation
- Trend analysis report
- Recommendation for next steps
- Updated check-in agenda

Generating Outcome Documentation

Input:
- Complete PIP documentation
- All check-in records
- Final performance assessment
- Manager recommendation

Output:
- Outcome determination letter
- Supporting rationale document
- Next steps documentation
- File closure checklist

Integration Points

Process Integration

• Performance Improvement Plan (PIP) Process
• Performance Review Cycle
• Grievance Handling Process

Related Skills

• SK-006: Performance Review Generator
• SK-022: Employment Law Compliance

Related Agents

• AG-004: Performance Management Expert
• AG-008: Employee Relations Investigator
• AG-012: Employment Law Advisor

Templates

PIP Document Structure

1. Employee Information
   - Name, position, department
   - Manager information
   - Start date, tenure

2. Performance Deficiencies
   - Specific areas of concern
   - Examples and evidence
   - Impact on team/organization

3. Performance Standards
   - Expected performance level
   - Job requirements reference
   - Previous communications

4. Improvement Goals
   - SMART objectives
   - Measurement criteria
   - Success indicators

5. Support and Resources
   - Training opportunities
   - Coaching commitments
   - Tools and access

6. Timeline and Milestones
   - PIP duration
   - Check-in schedule
   - Key milestone dates

7. Consequences
   - Successful completion outcomes
   - Failure to improve outcomes
   - Appeal/grievance rights

8. Signatures and Acknowledgment
   - Employee acknowledgment
   - Manager signature
   - HR witness (if applicable)

Best Practices

1. Documentation Standards

   • Use objective, behavior-focused language
   • Avoid subjective characterizations
   • Include specific dates, times, and examples
   • Maintain contemporaneous documentation

2. Legal Considerations

   • Review for potential discrimination issues
   • Ensure consistency with similar cases
   • Document all accommodations considered
   • Maintain confidentiality throughout

3. Communication Guidelines

   • Deliver PIP in private, professional setting
   • Allow employee response and questions
   • Provide copy to employee
   • Follow up in writing after meetings

4. Progress Tracking

   • Document all check-in meetings
   • Note both improvements and continued concerns
   • Update goals as needed with documentation
   • Maintain regular communication cadence

Compliance Checklist

• [ ] Clear performance standards communicated previously
• [ ] Specific, documented examples of deficiencies
• [ ] SMART improvement goals established
• [ ] Reasonable timeframe for improvement
• [ ] Adequate support and resources provided
• [ ] Regular check-ins scheduled and documented
• [ ] Employee acknowledgment obtained
• [ ] Consistent treatment with similar situations
• [ ] No discriminatory factors in PIP issuance
• [ ] Appeal/grievance process communicated