As an admin, how do I assign an employee to PIP, add key results, and track PIP status in Asanify?

Login to Asanify and click on Performance in the left navigation menu.

Click on Performance Improvement Plan from the dropdown options.

You will see a list of all active PIPs in your organization. If this is your first time, you'll see an empty state.

Click the Assign Employee button on the right side of the screen.

A drawer will open with a 2-step process to create a PIP.

In the Step 1 - Add Details section, fill in the following information:

Select Employee: Click on the employee selector field and choose the employee you want to assign to the PIP. This field is required and marked with a red asterisk (*).

Objective: Enter the primary objective of the PIP in the Objective field. This should be a clear, concise statement (maximum 200 characters) describing what you want the employee to achieve. For example: "Improve project delivery timelines and communication with team members."

Areas of Concern (Optional): In the Areas of Concern text area, you can provide detailed information about the specific performance issues that led to the PIP. You have up to 1,000 characters to describe the concerns. This helps provide context to the employee and their manager.

Timeline: Set the start and end dates for the PIP:

The system will automatically calculate and display the duration in days.

Once all required fields are filled, click the View Summary button to proceed to the next step.

In Step 2 - View Summary, review all the information you entered:

Verify that all information is correct. If you need to make changes, you can navigate back to Step 1.

Click the Create PIP button to create the PIP.

The employee will automatically receive an email notification informing them that a PIP has been assigned to them, including the objective, areas of concern, and timeline.

After creating the PIP, you'll be redirected to the PIP list page. Click on the eye icon next to the PIP you just created to view its details.

On the PIP details page, click the Add New Key Result button on the right side of the screen.

A drawer will open where you can add a measurable key result:

Name: Enter a clear name for the key result (e.g., "Complete 5 projects on time")

Description: Provide details about what this key result measures and how it will be evaluated

Type: Select the type of measurement:

Start Value: Enter the current baseline value

Target Value: Enter the goal value the employee should achieve

Owners: The employee assigned to the PIP is automatically selected as the owner

Click Add a new key result to save.

You can add multiple key results to comprehensively measure the employee's improvement across different areas.

As the employee works on their improvement, you can track progress by updating key results:

On the PIP details page, locate the key result you want to update.

Click the three-dot menu next to the key result and select Update Progress.

In the update drawer:

Operation Performed: Choose how you want to update the value:

Value: Enter the value for the update

Status: The current status of the key result

Comment (Optional): Add any notes or context about this update

Click Save to record the progress.

The PIP progress percentage will automatically update based on all key result progress. This progress is visible on the PIP list page as well.

On the main Performance Improvement Plan page, you can track all PIPs with the following information:

Person Name: The employee assigned to the PIP (hover to see their Employee ID, Designation, and Department)

Reporting Manager: The employee's direct manager (shows "N/A" if no manager is assigned)

Duration: The length of the PIP in days (hover to see the exact start and end dates)

Status: The current status of the PIP shown as a colored chip:

You can use the filters at the top to filter PIPs by:

Click the eye icon in the Actions column to view detailed information about any PIP.

When a PIP is nearing completion or has concluded, you can take action as an admin:

Open the PIP details page by clicking the eye icon.

On the right side, click the Take Action dropdown button.

You have three options:

Retain Employee: Choose this if the employee has successfully met the PIP requirements and should continue with the organization. The PIP status will change to "Employee Retained" (Green).

Mark for Offboarding: Choose this if the employee has not met the PIP requirements. The PIP status will change to "Marked for Offboarding" (Dark Red).

Extend PIP: Choose this if you want to extend the PIP timeline:

The system will display a confirmation message and update the PIP status accordingly.

Employees can view their own PIP by navigating to Performance > Performance Improvement Plan in the left navigation menu. They will only see PIPs assigned to them and can view the objectives, areas of concern, key results, and progress.

Employees cannot create, edit, or delete PIPs or key results.

When a PIP is created, the assigned employee automatically receives an email notification with:

This ensures the employee is immediately aware of their PIP assignment and can start working on improvements.

The PIP details page includes a Timeline section that shows all key result updates chronologically. This allows you to see the historical progress and understand how the employee has been improving over time.

The timeline displays:

You can perform the following actions on key results:

Edit Key Result: Click the three-dot menu and select Edit to modify the key result's name, description, or target values

Delete Key Result: Click the three-dot menu and select Delete to remove a key result from the PIP (you'll be asked to confirm)

View Info: Click the three-dot menu and select Info to view the full description and details of the key result