The Signature Section reinforces the authenticity and completion of performance reviews in Teamflect. When enabled, it allows both employees and managers to formally acknowledge the review. You can select either e-signatures for a seamless digital process or written signatures for printed documentation.
Signature Options
E-Signature
Employees and managers sign electronically once the review is completed.
Written Signature When Printed
Adds a signature section at the bottom of printed reviews for manual signing.
Step-by-Step Guide
Step 1: Enable the Signature Section
Navigate to your review settings and turn on the "Signature Section" option.
Step 2: Choose Your Signature Type
Step 3: Add a Description
Write a description for your signature section. This description will appear within the review, providing context or instructions as needed.
Step 4: Selecting the Signing Order
After choosing the signature type, you can specify the signing order with three available options:
No Restrictions: Both parties can sign in any order once the review is finalized.
Reviewee First: The reviewee signs first after finalization, followed by the reviewer.
Reviewer First: The reviewer signs first after finalization, followed by the reviewee.
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.
Use Cases for Signing Order
1. No Restrictions: Flexible Review Acknowledgment
When to use: Remote or distributed teams needing flexibility across time zones.
Example: A global marketing team finalizes reviews quickly without waiting for a specific order.
2. Reviewee First: Employee Acknowledgment Priority
When to use: To promote employee engagement and ensure feedback is understood before formal approval.
Example: Customer support agents sign off first, reinforcing that their voice is heard before manager approval.
3. Reviewer First: Managerial Oversight Priority
When to use: In highly regulated or sensitive industries where managerial approval must come first.
Example: In a financial services firm, managers sign reviews before employees, ensuring all feedback is fully vetted.
Best Practice
Recommendation: Align the signing order with your company culture and compliance needs. For most organizations, having employees sign first fosters engagement. In regulated industries, requiring managers to sign first may provide necessary oversight.