How to perform HR Sign-off in Performance management?
Category: Performance
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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