PIP
DISCIPLINARY ACTION
DOCUMENTATION/TERMINATION
PARTNERING WITH HR
REAL LIFE SCENARIOS
100

PIP stands for this.

Performance Improvement Plan

100

This type of issue typically calls for disciplinary action rather than a PIP.

Behavior, conduct, or policy violation issue

100

A termination conversation should never be this.

A surprise to the employee. 


100

When managers seek HR guidance on performance, coaching, documentation, or terminations, they are doing this.

Partnering with HR

100

An employee is struggling with a new task or process but has not previously had performance concerns. This situation is an opportunity for?

Coaching

200

This is the primary goal of a Performance Improvement Plan. 

Improving employee performance

200

Even though it's called a verbal warning, this should still occur.

Documentation of the conversation.

200

Good documentation should clearly show this rather than isolated incidents.

 A timeline or pattern of events

200

HR should be brought into employee performance concerns at this stage in the process. 

Early 
200

An employee has received coaching for attendance issues but continues arriving late. What is the next appropriate step?

Disciplinary Action (Written warning)

300

These are the three common duration options for a PIP.

30, 60, and 90 days

300

The four common levels of progressive discipline.

verbal warning, written warning, final written warning, and termination

300

Before termination, managers should ensure the employee had this to succeed.

A fair opportunity to improve

300

When facing a complex employee situation and you're not sure what action to take, this should be your first call.

HR 

300

An employee is meeting expectations in most areas but consistently struggles with a key responsibility of their role. This situation calls for?

Performance Improvement Plan (PIP)

400

Managers should use this framework when writing PIP goals.

SMART (Specific, Measurable, Attainable, Realistic, Time-bound)

400

What are three of the five principles that guide progressive discipline? 

consistency, fairness, proportionality, clarity, and documentation

400

This type of language should be avoided in documentation.

Emotional, opinion-based, or vague language

400

Collaboration with HR helps reduce risk and maintain compliance with these.

Company policies and employment laws

400

An employee's behavior is creating conflict within the team despite previous feedback and coaching.This situation may require?

Disciplinary Action 

500

Before implementing a PIP, managers should have already discussed these with the employee.

Performance concerns and the need for improvement

500

Serious misconduct may allow a manager to do this within the progressive discipline process.

Skip disciplinary steps and immediately escalate the action

500

Prior to termination, managers should consider whether their documentation and decision would hold up if reviewed by these groups.

HR, Legal and Leadership. 

500

Partnering with HR early helps ensure these two principles during any investigation or process.

Consistency and Compliance

500

An employee falsifies company records or intentionally violates a serious company policy. What is the managers appropriate course of action?

Immediate escalation to leadership and HR, potentially termination