How to perform HR Sign-off in Performance management?

Profit.co 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.

Step 2:

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

Step 3:

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

Step 4:

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

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.

Step 7:

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

Step 8:

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

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.

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.

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