Approvals and Signatures

In this section, selecting the option to Require Approval states that an appraisal cannot move to the next phase until those individuals selected in Step 8: Approvals have approved the appraisal.

There are three signature options for each phase type in the workflow:

  • No Signatures Required: This is the default. If you select this option, then the manager can move the appraisal to the next phase without a direct report seeing the appraisal.
  • Manager Signs First: This indicates that the appraisal cannot move to its next phase until both the manager and employee have signed off on the appraisal. With this option, the manager must be the first to sign the appraisal.
  • Employee Signs First: This indicates that the appraisal cannot move to its next phase until both the manager and employee have signed off on the appraisal. With this option, the employee must be the first to sign the appraisal.