Streamline Human Resources Performance Reviews with BoldSign

---

Performance reviews assess employees’ progress and achievements, requiring signed documentation to ensure legal compliance and prove acknowledgment by both employees and managers. Traditional methods of obtaining physical signatures can be time-consuming, leading to delays and inefficiencies.

BoldSign simplifies this process with secure eSignatures, ensuring that performance reviews are completed efficiently and accurately, with all necessary documentation easily managed and stored.

This blog explores how BoldSign improves performance reviews for human resource departments.

How BoldSign features elevate performance reviews

Performance reviews can be improved easily by using the BoldSign application.

Template creation

Templates simplify the performance review process, saving time and ensuring consistency. Create templates for your frequently sent reviews, such as an annual manager review template and a mid-year performance review template, to guarantee that all necessary fields are included and that the content is comprehensive. This approach enables human resource departments to send various types of performance reviews without starting from scratch each time.

Template creation page

Document management

To manage performance reviews, organize and track all your documents in one central location. BoldSign allows for easy access to your performance reviews, enabling you to monitor progress effortlessly. By tagging your reviews, you can quickly locate them when needed. Pinning important reviews to the dashboard ensures that you know where the documents you’re currently working on are. This approach enhances efficiency and also simplifies the entire review process.

Add tags option

Set the signing order

To complete performance reviews, multiple signatures are often required. BoldSign simplifies this process by allowing users to set a signing order. This feature ensures that documents flow sequentially from one signer to the next, facilitating a smooth and timely completion of performance reviews.

Signing order option

Branding

Create a unique brand in BoldSign that captures your company’s identity. Customize elements with your logo, colors, and brand name to enhance the email view and signer page. A branded signature request boosts the professionalism of your documents.

Custom branding page

SMS signature request

Some employees may not respond promptly to emails. By using SMS for signature requests, you can shorten the response time for performance reviews. This method allows you to send requests directly to the signer’s mobile phone, for quicker document turnaround and more efficient performance evaluations. This feature is only available for higher-tier BoldSign plans.

Delivery options

Signer authentication

Make use of BoldSign’s robust authentication techniques to confirm signer identity: access codes, email, SMS, and identity verification. These ensure that performance reviews are signed securely and confidently, reducing the risk of fraud or identity theft. Human resource departments can send documents knowing that the process is protected.

Signer authentication options

Bulk send

Send performance reviews to multiple employees at once with the bulk send feature. Input all the signers’ information into a CSV file, then attach it to the bulk send. This feature saves time by eliminating the need to draft documents and fill form fields for each recipient individually. Send performance reviews to all required employees within your organization easily using bulk send.

Bulk send creation page

Reminders and notifications

Setting up automated reminders and notifications in BoldSign is an effective way to alert signers about pending reviews and document changes. This encourages timely completion and keeps everyone informed. You can also assign expiration dates to urgent documents, which lends a sense of urgency for the signer.

Set reminders

Security and compliance

BoldSign ensures compliance with SOC 2®, GDPR, ESIGN and eIDAS. By using BoldSign, organizations can ensure that performance review documents are legally binding and meet regulatory requirements. It also monitors the signers’ interaction with the documents, from opening them to completing the process. The BoldSign application keeps comprehensive records of all interactions with the document. These logs create a complete audit trail, capturing major activities in the process.

A comprehensive audit trail

The signing process

Using BoldSign, the signing process becomes easier and faster:

1. Open the email link received and click the Review and Sign link.

Review and sign link in email

2. Accept the terms and conditions and click Continue to proceed.

Terms and conditions

3. Click Start signing to begin the signing process.

4. Sign and initial where marked as you read the document.

Start signing button

5. Click Complete signing to complete the signing procedure. The signed document will be sent back to the person who requested it.

Complete signing button

Conclusion

Choose BoldSign to accomplish all your signing needs within one application. Explore BoldSign’s transformative potential to improve performance reviews. You can set up a demo or take advantage of a free trial right now to see these features in action. For more information about BoldSign, please contact our support team.

We value your feedback. If you have any topics you’d like to see in future blogs, please share your suggestions.

Related Blogs:

• How BoldSign Scheduling Feature eases HR Onboarding Timelines

• How BoldSign® Simplifies Employee Expense Claim Signatures for HR Teams

• Simplify Employment Contract Signing for HR Departments with BoldSign

Note: This blog was originally published at boldsign.com