Review cycles, 360s, PIPs, and comp notes on your payroll platform. When a termination is challenged, the trail already exists.
Your HR advisor drafts review templates and PIPs and checks the language, and our client success manager runs review cycles alongside your managers.
Review templates and PIP language are drafted by HR, stored in the HRIS, and signed by the employee with a timestamp.
SMART-goal templates scoped to role + department. Annual and quarterly cadences available. Comp bands optional.
Manager + self + 360 peer reviews. Calibration sessions. Comp recommendations tied to rating + budget.
PIP templates drafted with legally-defensible language. Milestone check-ins logged. Employee acknowledgement + signature captured.
Final counseling memo, manager statement, HR reason code. Stored with all prior reviews + PIPs. Ready if claim or EEOC charge lands.
Your HR specialist drafts the documents and the HRIS stores them. Your managers hold the conversations.
REVIEW TEMPLATES
SMART-goal templates scoped to role and department. Annual and quarterly cadences. 90-day new-hire reviews. Anniversary reviews. Pick the rhythm your business runs on.
4 cadencesAnnual, quarterly, 90-day, anniversary
GOALS + 360 REVIEWS
Goals tied to job description and department OKRs. 360-degree peer reviews with anonymous workflow. Calibration sessions prevent inflated ratings that won't survive audit.
2-3×Top-performer retention · goals tied to comp
COMP BENCHMARKING
Comp-band guidance pulled from salary-survey data scoped to your location, industry, and role family. Merit recommendations tied to ratings and budget.
Per geoSalary data · scoped to your market
PIP TEMPLATES
Your HR advisor drafts every PIP with behavior-specific language, concrete milestones, measurable outcomes, and required employee acknowledgement. Drafted with EEOC, wage-and-hour, and wrongful-termination claims in mind.
$50K–$250KTypical wrongful-term defense cost
MILESTONE LOGGING
Every PIP check-in logged in the HRIS. Employee acknowledgement signed. Timestamps captured automatically. When someone asks "were they warned?" the file has dates.
SignedEvery check-in · timestamp + acknowledgement
TERMINATION PACKET
When termination happens, the full review record, PIP history, and coaching notes flow into the separation packet. If unemployment claim or EEOC charge lands, your file is already assembled.
Auto-assembledReview history · into separation + UE response
Every review and PIP is stored on the employee's HRIS profile. When a termination happens, payroll pulls the record, benefits triggers COBRA, and the unemployment-claim response has the full paper trail.
Reviews, ratings, goals, PIPs, comp notes stored with versioning and audit log on the employee record.
Rating-driven merit increases + bonus decisions post to payroll on the agreed effective date.
Termination triggers pull the full review history into the separation packet automatically.
Talk to the HR team that supports 500+ employers. We help with PIP templates, calibration, and terminations.
