How to perform HR Sign-off in Performance management?

Category: Performance allows HR Admin to perform HR sign-off action, on completion of performance review. Once the self, peers, managers, and secondary reviewers' assessment has been submitted HR can initiate the Sign-off process.

Why this Feature?

  • HR Sign-off indicates that the review is complete.
  • This feature helps in closing the review after all the objectives are achieved.
  • This action can only be performed when all the assessments are submitted.

Step 1:

To enable this step, navigate to Settings → Performance → Review Templates from the left navigation panel.

Review Templates navigation

Step 2:

Click on the edit Edit icon of the Review template you want to make the changes to.

Edit Review template

Step 3:

In the Edit Review Template page, select the Review Process tab to enable the HR Sign-off toggle and click on the edit icon to Edit.

Review Process tab

Step 4:

Users can enable the HR cannot notify employees until all assessments are signed off based on the organizational needs.

HR Sign off options

Note: Users must click on the Update button to apply the action.

Step 5:

After enabling the HR Sign-off toggle, complete the below-mentioned review steps.

  • Initiate a review.
  • Complete self-assessment.
  • Complete Peer assessment (optional).
  • Complete Manager assessment.
  • Complete Secondary review assessment.
  • Complete Employee Sign-Off (optional).

Step 6:

Once you complete the above steps, the HR sign-off option for your review will be highlighted as shown below.

My Reviews page

Step 7:

In the HR Dashboard, click on the HR Sign-off button for the review.

HR sign off

Step 8:

Now click on the Sign-off button in the alert pop-up message to complete the review.

Sign off

Note: The HR sign-off can be done for individual employees and as well as for ‘n’ number of employees.

Step 9:

In the HR Dashboard, you can find the completed and signed-off review of the particular employee.

HR can notify the employee when the review is complete by clicking on The Notify Employees option as shown below.

Notify employee

A pop-up message will notify that All employees signed off by HR will be notified and can view their assessments, click Yes if you wish to notify the employees.


Related Answer Post

To learn more about how to request re-evaluation in Employee sign-off, click here.

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