Employee Support Resource Checklist
Download: Employee Support Resource Checklist
For Performance Improvement Plan (PIP) Support
This checklist ensures that employees under a Performance Improvement Plan (PIP) receive comprehensive, structured support. It helps HR, managers, and L&D teams coordinate resources that promote learning, coaching, system access, and emotional well-being. By tracking these resources and interventions, organizations can create a fair, transparent, and growth-oriented environment for performance recovery.
Employee Information
Field | Details |
Employee Name |
|
Job Title |
|
Department |
|
Manager/Supervisor |
|
PIP Start Date |
|
PIP Review Date(s) |
|
HR Point of Contact |
|
Work Type (Remote/Onsite) |
|
Training and Upskilling Resources
Support Resource | Assigned To | Deadline | Status | Notes |
Job-specific skills training | HR/Manager | MM/DD/YYYY |
|
|
Time management course | L&D Department | MM/DD/YYYY |
| Offered through internal LMS |
CRM/Tool refresher session | IT or Peer Mentor | MM/DD/YYYY |
|
|
Communication workshop | HR/Trainer | MM/DD/YYYY |
| For improving interpersonal effectiveness |
Role shadowing opportunity | Assigned Peer | MM/DD/YYYY |
| Observe best practices in action |
E-learning access setup | IT | MM/DD/YYYY |
| Confirmed LMS login and course assignment |
Performance Coaching and Supervision
Resource / Activity | Assigned To | Frequency / Date | Status | Notes |
Weekly one-on-one with manager | Manager | Weekly |
| Scheduled at a fixed weekly time slot |
Peer mentorship pairing | HR / Manager | One-time setup |
|
|
Midpoint review meeting | HR & Manager | MM/DD/YYYY |
| Formal performance checkpoint |
End-of-plan performance review | Manager | MM/DD/YYYY |
| Final PIP closure review |
Behavioral coaching (if applicable) | External Coach | As scheduled |
| Optional, based on role requirements |
Tools and Systems Support
Tool / System | Assigned To | Access Confirmed? | Notes |
Project/task management | IT | Yes / No | e.g. Asana, Trello, JIRA |
Internal learning platform | IT / L&D | Yes / No | Login, orientation assigned |
Feedback and reporting tool | HR | Yes / No | Used for tracking improvement |
SOPs / Knowledge base | Manager | Yes / No | Provide relevant documentation |
Well-Being and Emotional Support
Support Option | Provided By | Contact Date | Status | Notes |
Employee Assistance Program (EAP) | HR | MM/DD/YYYY |
| Confidential support service access |
Optional wellness check-in | HR | Weekly |
| May include stress or burnout support |
Work flexibility (if needed) | Manager | As needed |
| Adjust work hours or location |
Mental wellness toolkit | HR / L&D | Available |
| Digital resources and self-help tools |
Documentation & Sign-Offs
Document | Submitted? | Notes |
Acknowledgment of PIP | Yes / No | Signed copy submitted to HR |
Weekly Performance Trackers | Yes / No | Collected from manager reviews |
Midpoint Review Form | Yes / No | Includes progress summary |
Final Evaluation Form | Yes / No | Required before PIP closure |
Feedback & Reflection (Optional)
Which resources have helped you the most so far?
Is there anything missing from the current support system?
What would help you maintain improvement beyond this plan?
Review and Acknowledgment
Name | Signature | Date |
Employee |
|
|
Manager |
|
|
HR Representative |
|
|
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