Template

Performance Improvement Plan for Agents

by Agnes Schooling, from the Community

10+

This Performance Improvement Plan template helps leaders address agent underperformance. Document current concerns, set training and clear weekly expectations across four weeks, and record pass or fail outcomes. Capture evidence, define timeframes for improvement, and confirm completion with agent and team leader sign off. If expectations are not met, escalate to Human Resources and email the finalized PDF for filing.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Documented Discussion Form
This documented discussion form helps team leaders and agents record important conversations about behavior, attendance, values, lateness, and compliance. The template includes fields for date, prepared by, and agent name, plus prompts for the reason for the discussion, key points raised, actions agreed, and completion status. It also provides sections for sign off by the team leader and agent, and a prompt to confirm whether the form has been submitted to human resources. Use it to ensure clear documentation, accountability, and consistent follow up across teams.
by Agnes Schooling, from the Community
Downloads: 0
Get
Template
Safety Improvement Plan Template
Use this Safety Improvement Plan Template to structure a proactive safety program for your organization. Outline objectives, identify hazards, assess risks, and define controls. Plan communication and reporting, schedule audits and performance monitoring, allocate resources and responsibilities, and document emergency procedures including contacts, evacuation, and first aid. Customize sections for training needs, safety meetings, and sign-off to align with your compliance requirements.
by Abdullah QAMSHI, from the Community
Downloads: 0
Get
Template
Performance Improvement Plan Template
This Performance Improvement Plan template helps healthcare leaders document underperformance and guide employees toward measurable improvement. It covers PIP objectives, start and end dates, and role expectations, with targeted checkpoints for patient intake validation, accurate demographic and insurance data capture, insurance verification, and proper EHR note documentation. The template also assesses system navigation skills in AdvancedMD, appointment scheduling proficiency, and overall workflow efficiency. Observations and recommendations sections highlight strengths, low-impact improvements, and urgent issues to address, supporting consistent coaching and compliance in patient-facing operations.
by Franklin Isea Abreu, from the Community
Downloads: 0
Get
Template
Agent Issues
Use this checklist to report agent-related system performance and delivery issues across your plant. Capture the agent plant number, indicate whether the issue relates to Information Services or Delivery, specify if it concerns system or equipment, and note whether it involves deliveries or STO. Add detailed comments to help triage and resolve incidents quickly and consistently.
by Jen Whitehead, from the Community
Downloads: 10+
Get

Documented Discussion Form

This documented discussion form helps team leaders and agents record important conversations about behavior, attendance, values, lateness, and compliance. The template includes fields for date, prepared by, and agent name, plus prompts for the reason for the discussion, key points raised, actions agreed, and completion status. It also provides sections for sign off by the team leader and agent, and a prompt to confirm whether the form has been submitted to human resources. Use it to ensure clear documentation, accountability, and consistent follow up across teams.

by Agnes Schooling, from the Community

Get

Template

Safety Improvement Plan Template

Use this Safety Improvement Plan Template to structure a proactive safety program for your organization. Outline objectives, identify hazards, assess risks, and define controls. Plan communication and reporting, schedule audits and performance monitoring, allocate resources and responsibilities, and document emergency procedures including contacts, evacuation, and first aid. Customize sections for training needs, safety meetings, and sign-off to align with your compliance requirements.

by Abdullah QAMSHI, from the Community

Get

Template

Performance Improvement Plan Template

This Performance Improvement Plan template helps healthcare leaders document underperformance and guide employees toward measurable improvement. It covers PIP objectives, start and end dates, and role expectations, with targeted checkpoints for patient intake validation, accurate demographic and insurance data capture, insurance verification, and proper EHR note documentation. The template also assesses system navigation skills in AdvancedMD, appointment scheduling proficiency, and overall workflow efficiency. Observations and recommendations sections highlight strengths, low-impact improvements, and urgent issues to address, supporting consistent coaching and compliance in patient-facing operations.

by Franklin Isea Abreu, from the Community

Get

Template

Agent Issues

Use this checklist to report agent-related system performance and delivery issues across your plant. Capture the agent plant number, indicate whether the issue relates to Information Services or Delivery, specify if it concerns system or equipment, and note whether it involves deliveries or STO. Add detailed comments to help triage and resolve incidents quickly and consistently.

by Jen Whitehead, from the Community

10+

Get

Performance Improvement Plan for Agents

About author

You might also like

Documented Discussion Form

Safety Improvement Plan Template

Performance Improvement Plan Template

Agent Issues

You might also like

Documented Discussion Form

Safety Improvement Plan Template

Performance Improvement Plan Template

Agent Issues