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How to Set Signature Requirements in Review Templates

Learn how to set who must sign a review and define the signing order in Teamflect review templates.

Written by Denzel

Administrators can now control who must sign a review and in which order. This flexibility allows you to tailor signature requirements to match different review types and organizational needs. You can:

  • Decide whether signatures are required from the reviewee, reviewer, or both.

  • Customize the signing order (reviewee first, reviewer first, or no restriction).

  • Simplify workflows for informal reviews while still ensuring accountability for formal ones.

How to Adjust Signature Requirements

Step 1: Open Review Templates

Go to Admin Center > Reviews Module and select your review template (new or existing).

Step 2: Go to the Signature Section

Within the template, locate the Signature section.

Step 3: Select Who Signs

Choose from:

  • Reviewee & Reviewer (default): Both must sign.

  • Reviewer Only: Only the reviewer signs.

  • Reviewee Only: Only the reviewee signs.

Step 4: Select Signing Order

Choose the order in which signatures are collected:

  • No Restriction (default): Either party can sign first; the other is notified.

  • Reviewee First: The reviewer is prompted after the reviewee signs.

  • Reviewer First: The reviewee is prompted after the reviewer signs.

Step 5: Optional or Mandatory Signature Comments

Reviewees and reviewers can also add optional or mandatory comments when signing reviews, making the step more reflective of real performance conversations.

Step 6: Save Changes

Click Save to apply the updated signature requirements to the template.

HR Use Cases

1. Reviewer-Only Signatures for Performance Check-ins

For informal or one-directional reviews, requiring only the reviewer’s signature simplifies the process while maintaining a record.
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2. Reviewee-First Signatures in 360-Degree Reviews

Having the reviewee sign first ensures employees acknowledge feedback before reviewers finalize, encouraging transparency and accountability.
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3. Both Signatures in Formal Performance Appraisals

For annual reviews or probation evaluations, requiring both signatures ensures a formal acknowledgment of the review outcome.

Final Thoughts

By setting signature requirements in review templates, administrators gain flexibility to tailor the review process to its context—whether it’s a quick check‑in, a peer feedback cycle, or a formal annual appraisal. This ensures reviews are both efficient and appropriately validated.

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