The Signature Section is a versatile feature that enhances the authenticity and finality of your performance reviews. When enabled, it provides two signature options:
E-signature: Allows for electronic signing upon review completion.
Written Signature When Printed: Creates a section for manual signatures at the bottom of printed reviews.
How to Use the Signature Section
Step 1: Enable the Signature Section
Navigate to your review settings and turn on the "Signature Section" option.
Step 2: Choose Your Signature Type
E-signature: Sign electronically once the review is completed.
Written Signature When Printed: Provides space for both the reviewer and reviewee to sign on printed documents.
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.
Use Cases for Selecting the Signing Order
1. No Restrictions:
Scenario: Promoting Flexibility in Review Acknowledgment
Use Case: In a dynamic work environment where flexibility is key, allowing either party to sign the review at their convenience can expedite the process. This option is ideal for teams with varying schedules or remote workers in different time zones.
Example: A marketing team spread across different regions can finalize their performance reviews quickly without waiting for a specific order, thus ensuring timely completion.
2. Reviewee First:
Scenario: Ensuring Employee Acknowledgment Before Manager Approval
Use Case: For organizations that prioritize employee engagement and understanding, having the reviewee sign first ensures that employees acknowledge and understand their feedback before it is formally approved by their supervisor.
Example: In a customer support department, ensuring that agents sign off on their performance reviews first can help them feel heard and valued before the review is finalized by their manager.
3. Reviewer First:
Scenario: Emphasizing Managerial Approval Before Employee Acknowledgment
Use Case: In environments where managerial oversight is critical, having the reviewer sign first ensures that the review content is approved and confirmed by the supervisor before the employee acknowledges it. This can reinforce the authority of the review process.
Example: In a high-stakes financial firm, having managers sign performance reviews first can ensure that all feedback and evaluations are thoroughly vetted before being presented to the employee.