Use Case 1
PIP Creation and Documentation
Trigger: Manager and HRBP agree PIP is needed
1.Document performance gaps with specific examples
2.Verify prior coaching conversations occurred
3.Draft PIP with SMART milestones and timeline
4.Include support resources available to employee
5.HRBP and Legal review before delivery
6.Schedule PIP delivery meeting
7.Generate meeting script for manager
✓
Legally sound PIP with clear milestones and proper documentation.
Use Case 2
PIP Progress Tracking
Trigger: Checkpoint dates reached
1.Collect evidence against each milestone
2.Score progress (Met/Partially Met/Not Met)
3.Generate checkpoint summary
4.Draft checkpoint conversation guide
5.Determine if PIP should continue, extend, or conclude
6.Document all interactions
✓
Fair, documented progress assessment at every checkpoint.
Integrations
Performance Platform (Lattice, Culture Amp)
HRIS (Workday, BambooHR)
Document Management / Legal Hold
Calendar (for checkpoint scheduling)
Industries
healthcaretechnologyfinancial-servicesretailmanufacturingprofessional-servicespublic-sectorhospitalityother
See It In Action
A sample conversation with this agent
I need to put an employee on a PIP for consistent missed deadlines. How do I start?
I'll help you build a structured, fair PIP. First, let me gather the specifics: How many deadlines have been missed in what timeframe? Were expectations clearly communicated? Have you had prior conversations about this? Has the employee cited any barriers? I want to ensure we have documented evidence and that informal coaching was attempted first - this protects both the employee and the company.
We're at week 4 of the PIP. How do I assess progress?
Let me pull the PIP tracker for Marcus. At the 4-week checkpoint, here's the status: Milestone 1 (complete project plans by deadline) - Met in 3 of 4 weeks. Milestone 2 (proactive status updates) - Met consistently. Milestone 3 (quality standards on deliverables) - Partially met, 2 of 3 deliverables passed review. Overall trend: Positive trajectory with one area still developing. I recommend acknowledging the progress specifically while noting the quality gap needs continued focus. Want me to draft the checkpoint conversation guide?