1. Configure signatures
When configuring the campaign, select the preferred signature option.
Signature disabled
Participants are not required to sign.
This setting is suitable for reviews that do not require formal validation through a signature.
Signature required
Participants must sign their review according to the defined process.
Signature required with refusal allowed
A signature is requested, but participants can choose to refuse.
The refusal is recorded and indicated in the final document.
This option ensures that the refusal is documented without preventing the HR process from continuing.
2. Define the visibility of employee responses
You can choose whether the employee's responses are accessible to the reviewer during the preparation phase.
In the campaign settings, use the following option:
"Show employee responses to reviewers"
Enabled: The reviewer can view the employee's responses during preparation, subject to the applicable access permissions.
Disabled: The employee's responses remain hidden from the reviewer during this phase.
This setting must be configured before launching the campaign.
3. Manage response visibility during the review meeting
During the preparation phase, employees and managers can write their responses confidentially, depending on the visibility settings.
During the review meeting, each participant can choose to reveal their responses.
This feature allows participants to prepare their assessments individually and share information at the appropriate time during the discussion.
The manager's notes remain hidden from the employee until they are revealed.
4. Understand the impact on the final report
The final document reflects the review settings.
It may include:
Responses permitted by the visibility rules.
Final comments.
Signature statuses.
A record of any refusal to sign.
Frequently Asked Questions
Can a review be conducted without signatures?
Yes. Signatures can be completely disabled.
What happens if an employee refuses to sign?
When refusal is allowed, it is recorded in the final document, and the process can continue.
Can the manager view the employee's responses before the review meeting?
This depends on the visibility settings configured for the campaign.
Can participants choose when to reveal their responses?
Yes. Responses can be revealed during the review meeting, subject to the applicable settings.