Action Plans
Reliable plans, from onboarding to PIP
Workleap helps managers quickly draft effective plans that align with your business guidelines and policies. Make sure that every onboarding, growth plan, PIPs, and offboarding is structured, followed, and efficient.
HoW it works
Workleap drafts, adapts, and tracks plans
Plan from best practices
Out of the box, Workleap covers what onboarding should contain, what a PIP needs to establish, and what offboarding needs to close out.
Follow your process
Workleap follows you and your policies. Determine the steps, wording, timelines, and approvals you need for each plan.
Track progress as it happens
Workleap tracks each plan and makes sure no milestones go unchecked. It carries updates into managers’ workflow, so nothing is outstanding.
Plans that are built right and seen through
Before Workleap
- Every manager writes a plan differently.
- PIPs are written on instinct.
- Onboarding lose momentum and stay incomplete.
- Plans are not updated and grow stale every day.
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After Workleap
- Every plan follows the same principles.
- Every PIP follows the same steps and procedure.
- Every onboarding have check-ins and due dates.
- HR can compare plans and raise the standard.
Skills
Set the rules your plans follow, once.
Onboarding, growth path, PIP, or offboarding. No matter the plan, our skills let HR set the standards that need to be followed all throughout their organization.
Drafting a plan
Guide Workleap to build onboarding, growth, PIP, or offboarding plans from the person's history, following best practice for that plan type and your organization's rules on top.
What it does:
- Pick onboarding, growth, PIP, or offboarding and get a full draft in one conversation.
- Turn a review conversation or a 1:1 into a tracked plan in an instant.
- Sets deadlines and trackable action items, so nothing gets forgotten.
Integrations:
Atlassian
Microsoft
Notion
+ and more
Features
Cover every plan, from A to Z.
At the core of Workleap is a modern action plan tool. We cover the essentials to draft, structure, and maintain plans that hold up over time.
Growth plans
Turn a career chat into a concrete plan with clear milestones.
PIPs
Build performance plans with the HR and legal structure required.
Onboarding plans
Give new hires a clear path through their first weeks.
Offboarding plans
Handle exits cleanly, with every step accounted for.
Deadlines and reminders
Keep action items on schedule without manual chasing.
Action item tracking
See what is done, what is due, and what is at risk.
Structure and rules
Encode the right shape for each plan type, exceptions included.
Live updates
Plans stay current as the situation and the team change.
Follow up in 1:1s
Plan progress flows straight into 1:1s and briefings.
Integrations
We play nice with the tools you love
We connect to the tools you use, from your HRIS to your favorite LLM. Workleap is always where your managers are.
Explore all integrationsOver 70,000 leaders worldwide choose Workleap
“
Without data, employee experience is impossible to understand. With Workleap, we moved from gut feelings to real visibility.”
Serena Amante
Chief Human Resources Officer
“
Workleap has been instrumental in taking us a step closer to really enabling and empowering our people leaders to have our people-first mindset and get to know where to focus their energy.”
Sara Attree
Head of People Experience
“
Once you start really using it, it just gets better and better because the data you collect helps you make informed decisions on how to improve the employee experience.”
Jean-Philippe Dauphinais
CEO and Co-Founder
“
The data that Workleap provides us is great to influence business decisions at an executive level […] and support other projects that we’re working on.“
Stéphanie Nadeau
Director of HR
“
Workleap gives us the opportunity to quickly put concrete actions in place; we don’t have to wait months to change and improve things.”
Francesca Lévesque
Advisor, Employee Programs & Human Capital of HR
“
Workleap has been a huge support for managers, especially first-time managers. They used it to draft reviews, which gave them confidence and ensured that feedback was both valuable and high-quality."
Afiqah Mustafa
Manager of People Analytics & Rewards
Workleap capabilities
Let’s turn your managers into leaders
Goals
Drafts goals in one pass, checks they ladder up across the team, and keeps them on track as work shifts.
Meetings & 1:1s
Schedules meetings, preps agendas, takes notes, follow-up.
Performance reviews
Gathers the evidence, drafts in your voice, refines with the manager, and preps the conversation.
Briefing
Your daily read on what to know, what to do,
and what's blocking the team.
People & Org
A living directory that surfaces relationship patterns, roles expertise, and team health.
Team health & feedback
Surfaces good work from the team that deserves recognition.
Stop leaving leadership *to luck.*
Frequently asked questions
Everything you need to know about Action Plans
What types of plans can Workleap build?
Workleap builds onboarding, growth, PIP, and offboarding plans. Each one comes with the structure its type requires, so you start from the right shape rather than a blank page.
How do plans stay up to date?
Plans update themselves as the situation and the team change. Workleap tracks action items and deadlines across weeks, so a plan never goes stale the moment it is saved.
Do PIPs follow our HR and legal requirements?
Plans flow naturally out of 1:1s and reviews. A poor review becomes a PIP, a career chat becomes a growth plan, and Workleap keeps working the situation from there.
Can HR set the structure and rules for each plan type?
Yes. HR encodes what a proper plan looks like once, and Workleap holds every manager to that standard, exceptions included.
How does Workleap track deadlines and follow up?
Workleap sets deadlines and trackable action items, then surfaces what is due or at risk before it slips, and carries progress into the next conversation.
Does AI write the plan for me, or do I stay in control?
Workleap drafts the plan for you to review, adjust, and approve. You always stay in control of the final wording, deadlines, and action items.
How do plans connect to 1:1s and reviews?
Plans are born from 1:1s and reviews, and their progress flows back into those same conversations and the manager briefing, so follow up never gets lost.