Performance Reviews: Electronic Signatures

When creating performance review workflows, you can declare that users in certain stages must electronically sign the review contents. A common use of the Electronic Signature Submission Type is to conveniently and electronically approve completed performance reviews after managers share review results with employees. The specific terms they are agreeing to by signing the review are customizable by Performance Admins at your company. Follow the guide below to learn how to add e-signatures to your reviews and learn more about the reviewer experience.

In this article:
What are Electronic Signatures?
Add Electronic Signatures to Your Review Workflows
Reviewer Experience
Electronic Signature F.A.Q.
Additional Resources

What are Electronic Signatures?

Electronic signatures require an agreement that you understand and accept that by signing the Consumer Disclosure for Electronic Signature your electronic signature is the legal equivalent of your handwritten signature and you consent to be legally bound by this agreement.

Add Electronic Signatures to Your Review Workflows

Adding Signatures

1. Navigate to the Tools menu and select Setup. Within the Performance Setup column, select Review Workflows.

   

   Don't see the Review Workflow page in the Setup Menu?

   Your Performance platform is likely set in our Legacy version. In this case, the Review Workflow setup page can be found by navigating to Tools > Performance > Workflows.

2. Locate the workflow you wish to modify and click EDIT WORKFLOW.

   

3. Locate the stage you'd like to add an electronic signature requirement to and click 'x' Submission Terms to get started. Then, click Add Submission Terms.

   

4. Select Electronic Signature from the TYPE dropdown menu.

   

5. Edit the available term settings to your liking. See below for more details.

   REQUIRED

   E-signatures are a required submission term by default and cannot be made optional.

   TYPE

   Select Electronic Signatures

   FIELD TEXT

   The text that defines what the user is agreeing to and signing off on. For example, "I have received a written and verbal performance review".

   VALIDATION

   The validation cannot be edited. For this submission term type, the user won't be able to submit the review until they sign electronically.

   TERMS (OPTIONAL)

   An optional field to clarify the details of the submission term.

   PREVIEW

   Displays an example of how the electronic signature submission term you created will appear to the user completing this review stage.

   Setup Example:

   

6. Click SAVE SUBMISSION TERMS to save your electronic signature settings.
7. When you are satisfied with the full review workflow, click Save Workflow.

Important Note:

Edits to Review Workflows do not update the contents of any Active or Closed review cycles. You will need to launch a new review cycle in order for your new e-signature requirements to be reflected.

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Reviewer Experience

During the Review

When a reviewer is prompted with the E-Signature Submission Term on a review, they will see the text and Add Signature box at the very bottom of the review. They will not be able to Submit the review until they've accepted the terms and electronically signed.

E-Signing Process

Users can electronically sign reviews from a mobile device or on their desktop computer, but the signing process is the same. After typing their full name, users can manually sign their name (via mouse or touch screen), or have the system auto-generate an electronic signature.

Completed Reviews

Once a review is completed, the collected electronic signatures will display at the bottom of the review with the user's name and signed timestamp.

Electronic Signatures F.A.Q.

Are electronic signatures mandatory in the review process?

They are not mandatory unless the submission term is added and you would like to add a legal notice to your review.

Can electronic signatures be done on mobile devices?

Yes, our performance reviews work if a user is trying to complete it on their mobile phone.

Can electronic signatures be retracted or modified after they have been submitted?

Once a review is submitted and completed no, if a review is unlocked and you are asking an employee to redo there review they will have to resubmit the signature.

Additional Resources

Attached is a document that covers how electronic signatures are captured in the ClearCompany system.