In order to document substandard performance when initiating a performance improvement plan, what review task assignment should be used?

The most appropriate task assignment for documenting substandard performance while initiating a performance improvement plan is an off-cycle task assignment launched by managers. This type of task is specifically designed to address performance issues that arise outside of the standard annual review cycle. When a manager identifies that an employee is underperforming, they need a dedicated and timely mechanism to document and address these concerns, which an off-cycle task provides.

Such a task allows for immediate feedback and encourages open dialogue between the manager and the employee regarding performance expectations and necessary improvements. It creates a focused framework for monitoring progress and developing tailored improvement plans, ensuring that the process is aligned with the organization’s performance management practices.

In contrast, scheduled review tasks assigned to HR are typically more administrative and might not allow for the personalized approach needed to address specific performance issues. An annual performance review task occurs at set intervals, which may not provide the timely intervention required for substandard performance. Peer review tasks involve input from colleagues and may be useful for gaining feedback but do not primarily focus on the accountability and responsibility that managers have in addressing performance deficiencies directly with their reports.