QUICK START GUIDE - Form Section - Sign Off

• Checklists are aids that help you review configuration settings and follow best practices prior to testing. Be sure to test the functionality fully in your Pilot portal before releasing to end users.
• The Form Section Quick Start Guide covers the creation of the available form sections to be used in a Performance review task.

PERMISSIONS REQUIRED AND PAGE ACCESS

ASSIGN PERMISSION	Performance Review Form Sections - Manage
GO TO	Admin > Tools > Performance Management > Form Sections > Create Review Section

 

BEST PRACTICES FOR Form Sections

Define Review Section
Name	Name your Sign Off Section something that will be easily identifiable when bringing into a Performance Task Select Sign Off Section for the Section Type
Details	Directions: Enter directions that will appear to end users at the top of the performance review section within the Performance Task. HTML can be used to highlight important instructions. Leverage tags to pull in relevant information. Categories should be used to organize multiple sections for easy identification for future use.

 

Signatures
Settings	Use the plus icon to add a signature line for all participants in the review process. As a best practice, we recommend adding Self, Manager, and Indirect Manager signature lines. Use the check box to determine if the reviewer can add comments during the sign off process.

 

BEST PRACTICES FOR POST CONFIGURATION

GO TO	Admin > Tools > Performance Management > Tasks
View in Test Task	Place the Sign Off section as the last step in your task workflow, and be sure to test functionality prior to task launch.