Team Member Adding Comments and Digital Signature During Sign Off

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Presentation transcript:

Team Member Adding Comments and Digital Signature During Sign Off PEFORM Team Member Adding Comments and Digital Signature During Sign Off

This is how the Team Member adds a digital signature and comments. The Team Member would receive an email notice that there is a form to approve. Tessa User The Team Member logs into PeopleMatter and goes to the Perform tab then comes to this screen with the Approval item noted in the Need to Complete area

The Team Member clicks on Approvals button and come to this screen The Team Member clicks on Approvals button and come to this screen. He/she would click on Open Form to pull up a PDF version of the form. When the Team Member has reviewed the form he/she has the option to add comments using the Comments Box. To complete the process and add a digital signature and date stamp, the Team Member would then check the Signoff  and click the Signoff button.

Once the sign off process is complete the Rater log in and find the PDF version on his/her Completed Evaluations Tab The Team Member can find it on their My Evaluations Tab This is how the Team Member comments will appear on the final PDF version of the form – at the bottom of the last page. NOTE: Anyone who is part of the sign off process can add public comments in this way.