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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Initiate a PIP request

Initiate a PIP request for your employee. Have structured conversations with your employee on performance improvement, and have an agreed course of action with HR or the Employee Relations department.

Before you begin

  • Role required: admin
  • Install the Human Resources Scoped App: Employee Relations, and Enterprise Onboarding and Transitions plugins.
  • Activate the HR Taxonomy, and Document Templates applications from ServiceNow Store.

Procedure

  1. Navigate to All > Employee Center.

  2. Click the HR topic.

  3. Select the Employee Conduct tile or the Career Development tile.

  4. Click the Start a Performance Improvement Plan (PIP) request.

  5. On the form, fill in the fields:

FieldDescription
Employee nameEmployee for whom you are initiating the performance improvement plan.Note: You will be able to select an employee only if you are added as the manager in the HR profile of the employee.
PIP start dateStart date for initiating PIP tasks.
PIP end dateEnd date for completing PIP tasks.
Reason for PIPReason for initiating PIP for the employee.
Areas of improvementAreas in which you want the employee to perform well.
  1. Click Submit.

What to do next

A PIP case is created and assigned to an ER agent. The (PIP) life cycle event is triggered and tasks are auto-initiated for the manager, the employee, and an ER agent.