How to require employee signoff on reviews

Objectives:

Performance reviews can be a critical tool for companies to guide and encourage employees throughout their tenure. When an employee discusses a review with their manager and signs off on a review, it helps the employee to take ownership of their performance and growth.

In AllPay, it's easy to require employees to sign off on their reviews. An optional employee signoff option can be turned on and off when you're creating a review form, and employees can then sign in their MyPay portal. AllPay users who manage performance reviews will be able to see at a glance whether an employee has signed off on their performance review.

What's in this article?

💡Good to know: See our full guide to creating a performance review form if you'd like more details about making a form, including adding questions.

AllianceHCM tips: Keep an eye out for tips from our experts!

Requiring employee signoff on reviews

1. Log into AllPay. Click on Configuration in the left menu.
2. Hover to open the Company Setup menu and select Review Form Setup.
3. On the Review Form Setup page you'll see all the performance review forms that already exist. You can create a new review form or you can click on an existing form to add the employee signoff. For whichever form you want to add a signoff, look in the Review Form Setup section.
4. The Require Employee Signoff field turns the employee signoff functionality on and off. If you check the Require Employee Signoff box, then you reveal an extra set of required fields to customize the signoff.
   AllianceHCM tip: There is suggested text in the Custom Signoff Instructions and Custom Signoff Label Content fields, but you must enter your desired text into each field.
5. Click on Save.

Click on Configuration

Select Review Form Setup from the Company Setup menu

Select an existing review form or create a new one, then look in the Review Form Setup section at the Require Employee Signoff field

Choosing the Require Employee Signoff field reveals options to customize the signoff

Save

The employee's view of the review signoff

If an employee is assigned a review that requires a signoff, then that employee will see the notice and sign from their MyPay account. Their MyPay view is simple and user-friendly:

Above the comments box is the text from the Custom Signoff Instructions field, and below the comments box and with the checkmark is the text from the Custom Signoff Label Content field.

The custom text is set from the Review Form Setup.

Tracking employee review signoffs

If an employee is assigned a review that requires a signoff, then AllPay will track whether the employee has acknowledged and signed off on the review.

To see whether an employee has signed off on a review, you can start from the dashboard or main menu. Hover to open the HR menu, and from the HR column choose Reviews.

Use the filters at the top to find an employee. Select a review from the Reviews table at the top.

Then scroll down to the Review section.

The Employee Acknowledged box will be checked when the employee has signed off on the review.