Adding signatures to appraisals & 360s

Once your reviews are completed, you may want to have certain individuals sign off on them. The latest system upgrade allows you to request signatures from the employee, their direct manager, and from a 2nd-level manager or HR user.

There are only two steps to follow to include this in your next round of reviews.

Step 1: Go to Manage Account > Assessment Workflows. Click the "Add" button in the top-right of the page to create a new workflow.

First, give it a name, then select a workflow, and finally select "Require signatures" from one or more of the following parties:

• Employee
• Manager
• 2nd level manager or HR

Primalogik has included standard messages for the corresponding parties to sign off on but you are free to customize these using the "customize message" link(s).

Step 2: Implement your new workflow by going to Manage Account > Review Cycles.

Check off whether you're using appraisals or 360s (or both) and choose the workflow that you created in step 1. Be sure to press save at the end and you're done!

When accessing the review, any party which is authorized to sign off on the report will see a Sign button at the top of the screen.