Performance Review Form with Esignature

Hi,

How do I create a performance review form where the manager and employee both esign it (so will need to be able to enter the managers or employees email addresses at the time of the review and once final send to a HR email? (needs to be able to enter difference email addresses as the form is completed)

Hi blayneyshirecouncil,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Let me walk you through it:

Phase 1: Build the performance review form

1. Create your performance review form in Form Builder and add all the questions you need for the employee and manager.
2. Add at least one email field for the employee email and one for the manager email so their addresses can be entered at the time of the review.
3. Ensure you have a Signature field on the form if you want to use Jotform Sign automation later (you can add more than one signature field if needed, for example one for the employee and one for the manager).

Phase 2: Enable Jotform Sign automation for e-signatures

1. Open your form in Form Builder and go to Settings.
2. Select Jotform Sign.
3. Toggle on Enable Jotform Sign Automation.
4. Choose the email field to use under Select Email Field (for example, you can select the employee email or manager email, depending on who should receive the Jotform Sign document link).
5. Select the PDF document under Select a PDF Document (or click +Create New PDF Document to generate one from your form). Optionally, toggle Send Audit Trail on if you want an audit trail attached.

This setup lets you send a signable PDF based on your form submission to the chosen email address. You can repeat similar logic in your workflow if you need both parties to sign in sequence.

Phase 3: Use Jotform Workflows for manager + employee signing

To have both the manager and employee e-sign as part of a process and to use their emails entered on the form dynamically, you can use Jotform Workflows with the Approve & Sign element.

1. Open Workflow Builder for your form.
2. Add an Approve & Sign element to your flow for the first signer (for example, the employee).
3. Click the gear icon on the Approve & Sign element to open its properties.
4. Under the outcomes, choose which outcomes require a signature (for example, the approval path).
5. In the Signers section, enter the signer’s email or, to make it dynamic, select Form Fields and choose the employee email field from your form.

Once that is set, the employee will receive an approval/sign email and must provide their signature when they approve or deny, depending on your settings.

To include the manager as a second signer, you can add another Approve & Sign element after the first one and set its Signers field using the manager email form field via Form Fields. This way, both emails are taken from what is entered on the form at the time of the review.

Phase 4: Send the final result to HR (fixed or dynamic email)

To send a final report or summary to HR after both signatures are completed, you can use the Flow Report element in the workflow.

1. Add a Flow Report element at the end of your approval/sign flow (after both Approve & Sign elements).
2. Click its gear icon to open properties.
3. In the properties panel, enter your HR email address as the recipient. If you ever need this to be dynamic, you can also use Form Fields to pull an email from the form.
4. Select Settings and Edit to customize the PDF and email report that HR will receive.
5. Complete the rest of your flow so that the Flow Report is triggered only when the process is finished.

HR will then receive an email report of the approval process, including who approved/denied and any comments, giving them a clear record of the signed review.

Give it a try and let us know how it goes.