Review Completion
This document covers the final steps of the review process, including signatures, confirmation, and post-review actions.
Overview
Review completion is the final stage where both participants confirm the review, provide signatures (if required), and the review is finalized for records. This document covers what happens after the interview phase.
Prerequisites for Completion
Before a review can be completed:
COMPLETION CHECKLIST
□ Self-evaluation submitted (Employee)
□ Evaluation submitted (Manager)
□ Interview phase completed (if configured)
□ Review locked by main evaluator
□ All required questions answered
□ Signatures collected (if required)
The Signature Process
When Signatures Are Required
If the campaign has "Require Signature" enabled:
┌─────────────────────────────────────────────────────────────────┐
│ SIGN YOUR REVIEW │
│ Annual Performance Review 2024 │
├───────────────────────────────────────────────────── ────────────┤
│ │
│ REVIEW SUMMARY │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Employee: Alice Chen ││
│ │ Evaluator: Bob Smith ││
│ │ Performance Score: 94.8 / 100 ││
│ │ Rating: Exceeds Expectations ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ SIGNATURE ACKNOWLEDGMENT │
│ │
│ By signing this review, I acknowledge that: │
│ • I have reviewed the complete evaluation │
│ • I have had the opportunity to discuss with my manager │
│ • I understand the feedback provided │
│ • I have received answers to my questions │
│ │
│ Note: Your signature confirms you have reviewed the content, │
│ not necessarily that you agree with all assessments. │
│ │
│ SIGNATURE │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ ││
│ │ [Draw your signature here] ││
│ │ ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ ☐ I acknowledge I have reviewed this evaluation │
│ │
│ [Refuse to Sign] [Sign and Complete] │
└─────────────────────────────────────────────────────────────────┘
Signature Order
The order of signatures depends on the workflow:
TYPICAL SIGNATURE FLOW
Option A: Employee Signs First
├── Employee signs after interview discussion
├── Manager reviews employee signature
└── Manager signs to complete
Option B: Manager Signs First
├── Manager signs after finalizing evaluation
├── Employee reviews and signs
└── Review completes when both signed
Option C: Simultaneous
├── Both can sign independently after interview
├── Review completes when both have signed
└── Either party can go first
Signature Status Display
┌─────────────────────────────────────────────────────────────────┐
│ SIGNATURE STATUS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Alice Chen (Employee) ││
│ │ ✓ Signed on February 18, 2024 at 3:45 PM ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Bob Smith (Manager) ││
│ │ ✓ Signed on February 18, 2024 at 4:12 PM ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ ✓ REVIEW COMPLETED │
│ │
└─────────────────────────────────────────────────────────────────┘
Refusing to Sign
When Refusal is Allowed
If the campaign has "Allow Signature Refusal" enabled, the employee can decline:
┌─────────────────────────────────────────────────────────────────┐
│ REFUSE SIGNATURE [Close]│
├─────────────────────────────────────────────────────────────────┤
│ │
│ You are choosing not to sign this review. │
│ │
│ Please provide a reason for refusing to sign: │
│ │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ I disagree with the rating in the competency section and ││
│ │ would like to discuss further with HR before signing. I ││
│ │ believe my collaboration efforts were not fully recognized ││
│ │ in this evaluation. ││
│ └─────────────────────────────────────────────────────────────┘│
│ 42 / 500 characters │
│ │
│ WHAT HAPPENS WHEN YOU REFUSE: │
│ • Your refusal and reason will be recorded │
│ • The review will still be marked as complete │
│ • HR will be notified of your refusal │
│ • You may be contacted for follow-up discussion │
│ │
│ Note: Refusing to sign does not prevent the review from │
│ being finalized. It records your disagreement for the record. │
│ │
│ [Cancel] [Confirm Refusal] │
└─────────────────────────────────────────────────────────────────┘
Refusal Recording
┌─────────────────────────────────────────────────────────────────┐
│ SIGNATURE STATUS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Alice Chen (Employee) ││
│ │ ⚠️ Refused to sign on February 18, 2024 at 3:45 PM ││
│ │ ││
│ │ Reason: "I disagree with the rating in the competency ││
│ │ section and would like to discuss further with HR..." ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Bob Smith (Manager) ││
│ │ ✓ Signed on February 18, 2024 at 4:12 PM ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ Review completed with employee signature refusal. │
│ │
└─────────────────────────────────────────────────────────────────┘
Without Signature Requirement
If the campaign doesn't require signatures, completion happens after the interview:
┌─────────────────────────────────────────────────────────────────┐
│ COMPLETE REVIEW │
│ Annual Performance Review 2024 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ REVIEW SUMMARY │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Employee: Alice Chen ││
│ │ Evaluator: Bob Smith ││
│ │ Performance Score: 94.8 / 100 ││
│ │ Rating: Exceeds Expectations ││
│ │ Interview Completed: February 18, 2024 ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ All review phases have been completed. │
│ Click "Complete Review" to finalize. │
│ │
│ [Cancel] [Complete Review] │
└─────────────────────────────────────────────────────────────────┘
Confirmation Screen
After Successful Completion
┌─────────────────────────────────────────────────────────────────┐
│ ✓ REVIEW COMPLETED │
├─────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────────────────────────────┐ │
│ │ │ │
│ │ ✓ Review Successfully │ │
│ │ Completed! │ │
│ │ │ │
│ └─────────────────────────────────────┘ │
│ │
│ FINAL SUMMARY │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Campaign: Annual Performance Review 2024 ││
│ │ Employee: Alice Chen ││
│ │ Evaluator: Bob Smith ││
│ │ Performance Score: 94.8 / 100 ││
│ │ Rating: Exceeds Expectations ││
│ │ Completed: February 18, 2024 at 4:15 PM ││
│ │ Signatures: Both signed ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ NEXT STEPS │
│ • Download a copy of your review for your records │
│ • Follow up on development goals discussed │
│ • Reference this review in your 1:1 meetings │
│ │
│ [Download PDF] [View Review] [Return to Home] │
│ │
└─────────────────────────────────────────────────────────────────┘
PDF Download
Review PDF Contents
The downloadable PDF includes:
REVIEW PDF STRUCTURE
1. COVER PAGE
├── Campaign name
├── Employee information
├── Evaluator information
├── Review period
└── Completion date
2. SUMMARY
├── Overall performance score
├── Rating category
├── Key achievements
└── Development areas
3. DETAILED RESPONSES
├── Section by section content
├── Both employee and manager answers
├── Discussion comments
└── Agreed action items
4. OBJECTIVES
├── Past objectives with ratings
├── Future objectives set
└── Development goals
5. SIGNATURES
├── Employee signature (or refusal record)
├── Manager signature
└── Timestamps
Downloading the PDF
┌─────────────────────────────────────────────────────────────────┐
│ DOWNLOAD REVIEW │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Format: PDF │
│ File Name: Review_AliceChen_AnnualReview2024.pdf │
│ Size: ~250 KB │
│ │
│ Contents: │
│ ☑ Full review with all responses │
│ ☑ Both employee and manager answers │
│ ☑ Discussion comments │
│ ☑ Performance scores │
│ ☑ Signatures │
│ │
│ [Cancel] [Download] │
│ │
└─────────────────────────────────────────────────────────────────┘
Viewing Completed Reviews
From My Reviews
Completed reviews remain accessible:
┌─────────────────────────────────────────────────────────────────┐
│ MY REVIEWS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ CAMPAIGN │ STATUS │ SELF │ REVIEWER │ │
│ ──────────────────────┼─────────────┼─────────┼──────────┤ │
│ Annual Review 2024 │ ✓ Completed │ ✓ Signed│ ✓ Signed │ [View]│
│ Q4 2025 Check-in │ In Progress │ ● Done │ ○ Waiting│ [Open]│
│ │
└─────────────────────────────────────────────────────────────────┘
Read-Only View
┌─────────────────────────────────────────────────────────────────┐
│ REVIEW: ALICE CHEN [Close] │
│ Annual Performance Review 2024 - COMPLETED │
├─────────────────────────────────────────────────────────────────┤
│ 🔒 This review has been completed and is read-only │
│ Completed: February 18, 2024 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ SECTION: GOAL ACHIEVEMENT │
│ │
│ Question 1: Rate overall performance │
│ │
│ ┌────────────────────────┐ ┌────────────────────────┐ │
│ │ EMPLOYEE │ │ MANAGER │ │
│ │ ● Exceeds expectations│ │ ● Exceeds expectations│ │
│ └────────────────────────┘ └────────────────────────┘ │
│ │
│ Discussion Comments: │
│ "Both aligned on rating. Discussed specific achievements." │
│ │
│ [Continue viewing...] │
│ │
│ [Download PDF] [Close] │
└─────────────────────────────────────────────────────────────────┘
Post-Completion Actions
For Employees
AFTER YOUR REVIEW IS COMPLETE:
1. Download and Save PDF
├── Keep a personal copy for your records
├── Reference for future self-assessments
└── Track your career progression
2. Follow Up on Development Goals
├── Review agreed objectives
├── Create action plans
└── Seek resources and training
3. Schedule Check-ins
├── Regular progress discussions with manager
├── Track objective completion
└── Address obstacles early
4. Reflect and Apply Feedback
├── Consider the feedback received
├── Identify growth opportunities
└─ ─ Apply learnings in daily work
For Managers
AFTER COMPLETING A REVIEW:
1. Document Key Points
├── Note critical development areas
├── Track agreed commitments
└── Set reminders for follow-up
2. Support Development
├── Provide resources for growth areas
├── Create opportunities for skill development
└── Connect employees with mentors/training
3. Monitor Progress
├── Regular 1:1 check-ins on objectives
├── Provide ongoing feedback
└── Recognize achievements
4. Prepare for Next Cycle
├── Note topics for future reviews
├── Track performance throughout period
└── Gather continuous feedback
Review Status After Completion
In Campaign Dashboard (HR View)
┌─────────────────────────────────────────────────────────────────┐
│ PARTICIPANT STATUS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ NAME │ STATUS │ SELF │ REVIEWER │ SIGNATURE │
│ ────────────────┼─────────────┼──────────┼──────────┼───────────│
│ Alice Chen │ ✓ Completed │ ✓ Signed │ ✓ Signed │ Both │
│ Charlie Davis │ ✓ Completed │ ✓ Signed │ ✓ Signed │ Both │
│ Diana Evans │ ✓ Completed │ ⚠️ Refused│ ✓ Signed │ Partial │
│ Frank Garcia │ In Progress │ ● Done │ ○ Pending│ — │
│ │
└─────────────────────────────────────────────────────────────────┘
Completion Indicators
| Status | Meaning |
|---|---|
| ✓ Completed | Review fully finalized |
| ✓ Signed | Signature provided |
| ⚠️ Refused | Employee refused to sign |
| Both | Both parties signed |
| Partial | One signature missing or refused |
Reopening a Completed Review
When Possible
In some cases, completed reviews can be reopened:
REOPEN CONDITIONS:
✓ CAN reopen if:
├── HR admin has permission
├── Business justification exists
├── Within allowed timeframe
└── Audit trail maintained
✗ CANNOT reopen if:
├── Campaign is archived
├── Too much time has passed
├── Regulatory/compliance lock
└── No authorization
Reopen Process
┌─────────────────────────────────────────────────────────────────┐
│ REOPEN REVIEW [Close]│
├─────────────────────────────────────────────────────────────────┤
│ │
│ Review: Alice Chen - Annual Review 2024 │
│ Completed: February 18, 2024 │
│ │
│ ⚠️ WARNING: Reopening a completed review will: │
│ • Remove existing signatures │
│ • Return review to interview phase │
│ • Require new signatures to complete │
│ • Create an audit trail entry │
│ │
│ Reason for reopening: │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Correction needed to objective rating per HR review ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ Authorized by: [HR Admin Name] │
│ │
│ [Cancel] [Reopen Review] │
└─────────────────────────────────────────────────────────────────┘
Common Completion Scenarios
Scenario 1: Smooth Completion
TIMELINE:
├── Day 1: Employee completes self-evaluation
├── Day 8: Manager completes evaluation
├── Day 10: Interview meeting held
├── Day 10: Manager locks review
├── Day 10: Both sign during meeting
├── Day 10: Review completed
└── Day 10: PDFs downloaded
Scenario 2: Delayed Signature
TIMELINE:
├── Day 10: Interview completed
├── Day 10: Manager signs immediately
├── Day 12: Employee hasn't signed
├── Day 12: Reminder sent to employee
├── Day 13: Employee signs
└── Day 13: Review completed
Scenario 3: Signature Refusal
TIMELINE:
├── Day 10: Interview completed
├── Day 10: Employee refuses to sign (cites disagreement)
├── Day 10: Manager signs
├── Day 10: Review completed with refusal noted
├── Day 11: HR follows up with employee
├── Day 15: Separate discussion scheduled
└── Ongoing: Issue addressed outside review system
Best Practices
For a Smooth Completion
DO:
├── Complete signatures during the interview meeting
├── Address concerns before asking for signatures
├── Explain what signing means (and doesn't mean)
├── Download PDF immediately after completion
├── Schedule follow-up for development goals
└── Document agreed action items
DON'T:
├── Pressure employees to sign against their will
├── Rush through signature explanations
├── Forget to download documentation
├── Ignore employee concerns
├── Skip follow-up on development items
└── Lose track of commitments made
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Can't sign | Review not locked | Manager must lock first |
| Signature button disabled | Missing required fields | Complete all sections |
| Can't download PDF | Review not complete | Finish signature process |
| Employee refuses to sign | Disagreement with content | Document reason, proceed |
| Can't reopen review | No permission | Contact HR admin |
| PDF missing content | Generation error | Try downloading again |
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