AUFAIR WORK OMBUDSMANEmployment Templates

Official form guide

Form performance improvement plan: Performance improvement plan

The Performance Improvement Plan (PIP) is a document used by employers to formally address an employee's work performance issues. It outlines required improvements, support, and a timeline for meeting standards.

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Form Overview

Fair Work Ombudsman Form performance improvement plan - Performance improvement plan

The Performance Improvement Plan (PIP) is a document used by employers to formally address an employee's work performance issues. It outlines required improvements, support, and a timeline for meeting standards.

The form captures the employee’s current performance gaps, specific improvement targets, support measures, and a review date.

Risk Radar

Scan points
  • 1The most common mistake is setting unclear, non‑measurable improvement targets.
  • 2Vague or unmeasurable goals
  • 3Unrealistic timeframes
  • 4Missing employee signature
  • 5Failure to document support provided

Plain English

Think of a PIP as a clear, written roadmap that tells an employee what needs to get better, how the business will help, and when the changes must happen. It’s a tool to fix performance problems before more serious action is taken.

Submission Date

  • Filing date: A PIP should be issued as soon as a performance issue is identified and before any disciplinary action is considered, usually within a few days of the concern.
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

Hover a term to preview the meaning.

What this form is for

  • When an employee’s performance consistently falls below expectations.
  • Before issuing a formal warning or termination.
  • When specific, measurable improvements can be defined.
  • If the issue relates to skills, attendance, or quality of work.
  • To provide documented evidence of support and expectations.

Form selector

Use this form or another form?

Serious misconduct

Immediate action needed

Verify if misconduct meets Fair Work definition

Disciplinary action notice

Redundancy process

Role is being eliminated

Confirm genuine redundancy criteria

Redundancy consultation form

Unpaid wages claim

Employee alleges underpayment

Use Fair Work Ombudsman portal

Fair Work claim form

Deadline or filing window

There is no statutory filing deadline, but the PIP should be issued promptly—ideally within 5 business days of identifying the performance issue—and the review date should be set no later than 30 days after issuance.

Before you submit

  1. 1Performance issues are clearly documented with dates and examples.
  2. 2Improvement targets are specific, measurable, achievable, relevant, and time‑bound (SMART).
  3. 3Support measures (training, coaching) are listed.
  4. 4Review date is realistic and noted.
  5. 5Employee name, role, and manager details are correct.
  6. 6Both manager and employee have signed and dated the document.
  7. 7A copy is stored securely in the employee’s HR file.

How to file this form

  1. 1Draft the PIP using the employer’s template.
  2. 2Have HR review the draft for compliance.
  3. 3Schedule a meeting with the employee.
  4. 4Explain the plan and obtain the employee’s signature.
  5. 5File the signed PIP in the employee’s personnel record.
  6. 6Set a calendar reminder for the review date.
  7. 7Monitor progress and record any follow‑up actions.

Known limitations

  1. 1Not a legal filing with the Fair Work Ombudsman.
  2. 2Effectiveness depends on clear, measurable goals.
  3. 3Does not replace formal disciplinary procedures if performance does not improve.
  4. 4May need adaptation to suit specific modern awards or enterprise agreements.

Field map

Compact field-by-field guide

7 fields

Applicant

1 items

Applicant Name and Contact

Full name (and representative, if any), postal address, email, and phone number of the person or organisation lodging the application.

Requiredtext

Respondent

1 items

Respondent / Employer Details

The exact legal name and ABN of the employer or other party the application is made against.

Requiredtext

The Matter

2 items

Type of Application

Identify the kind of matter — for example, unfair dismissal, general protections, or an agreement application.

Requiredselect
Details of the Dispute

A clear description of what happened, relevant dates, and the outcome you are seeking.

Requiredtext

Dates

1 items

Key Dates

Relevant dates such as the date of dismissal or the date the issue arose — these determine whether you are within time.

Requireddate

Supporting

1 items

Attachments

Any documents that support your application, such as letters, contracts, or notices.

text

Declaration

1 items

Signature and Date

Sign and date the form. Applications may also require a fee or an application for a fee waiver.

Requiredsignature
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Current form status
FAIR_WORK_OMBUDSMAN

Not confirmed in official source. The PIP template is not a statutory form but a best‑practice document used by many Australian employers.

What changed or needs a fresh check

  • Check that the PIP template reflects current Fair Work guidelines.
  • Confirm any new performance metrics introduced by the employer.
  • Verify that the review period aligns with any enterprise agreement timeframes.
  • Ensure the signature block includes date and employee acknowledgement.

Quick Facts

Employers who need to manage an employee’s under‑performance must prepare and give the PIP.
The form captures the employee’s current performance gaps, specific improvement targets, support measures, and a review date.
A PIP should be issued as soon as a performance issue is identified and before any disciplinary action is considered, usually within a few days of the concern.
The PIP is a workplace document, not a government filing. Provide the completed form to the employee in person or via email and keep a copy in the employee’s HR file.
A correctly completed PIP protects both employer and employee by providing clear expectations and evidence if further action, like termination, becomes necessary.
1. Identify the performance issue and gather evidence. 2. Draft the PIP using plain language, listing measurable goals, support offered, and a review date. 3. Review the draft with HR or a manager for consistency. 4. Meet with the employee, explain the plan, and have them sign to acknowledge receipt. 5. File the signed copy in the employee’s personnel record.

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Sources

  • SRCForm name and agency inferred from request.
  • SRCPurpose of PIP based on common HR practice in Australia.
  • SRCSubmission method derived from typical workplace usage (not a government filing).
  • SRCNot confirmed in official source for any statutory requirements.

Common confusion points

Mixing up a PIP with a disciplinary warning.

Setting goals that are too vague or subjective.

Forgetting to obtain the employee’s signature.

Not providing enough support or resources.

Missing the review date or failing to document outcomes.

Using the PIP without checking enterprise agreement requirements.

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Source transparency

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Crown Copyright (AU)© Commonwealth of Australia. Material may be downloaded, displayed, printed and reproduced in unaltered form for personal non-commercial use or internal organisational use. Not under an open licence.
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