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Sixty Day New Hire Survey Form

Use a SIXTY DAY NEW HIRE SURVEY FORM template to make your document workflow more streamlined.

What the Sixty Day New Hire Survey Form does

The Sixty Day New Hire Survey Form is an employee-review document used to evaluate a new hire after approximately sixty days in the role. It gives the manager and employee a structured place to discuss responsibilities, onboarding progress, training, support, performance observations, and goals. In signNow, the sender uploads the form, reviews detected fillable fields, assigns response and signature fields, and sends it to the required participants. After completion, signNow stores the signed document with an Audit Trail showing actions, timestamps, and signer activity. Organizations should set their own review date and retention policy.

Key features for sixty-day employee reviews

The Sixty Day New Hire Survey Form combines structured feedback, acknowledgement, and auditable completion so HR teams can manage each early-tenure review consistently.

Structured review

A reusable survey template keeps every sixty-day review focused on the employee’s progress, role clarity, training needs, manager feedback, and next-step decisions without rebuilding the document for each hire.

Fillable responses

Fillable fields let managers record answers directly in the Sixty Day New Hire Survey Form, reducing transcription errors and creating a readable record for HR follow-up and employee discussions.

Acknowledged review

Signature fields capture the employee’s and manager’s acknowledgement after review, helping distinguish completed feedback from an unfinished draft or informal conversation.

Audit evidence

The completed survey remains connected to its audit trail, preserving timestamps, signer actions, and document history that HR can reference when questions arise about completion.

Remote completion

A digital workflow lets remote managers and employees complete the sixty-day review without coordinating paper copies, while retaining a consistent process across departments and locations.

Follow-up visibility

Stored survey records give HR a practical basis for comparing onboarding outcomes, identifying recurring training gaps, and assigning follow-up actions after the employee’s first sixty days.

How to complete the survey online

Use this sequence to prepare, send, complete, and preserve a Sixty Day New Hire Survey Form in signNow.

  • Upload form:

    Upload the approved survey template.
  • Check fields:

    Review detected fields and add missing response fields.
  • Assign roles:

    Assign questions and signatures to each participant.
  • Send survey:

    Send the survey to the employee and manager.
  • Complete review:

    Review responses and apply electronic signatures.
  • Store record:

    Download the signed record and Audit Trail.

Recommended workflow configuration

Configure the survey around verified participants, traceable acknowledgement, controlled access, and the retention schedule governing your HR records.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeElectronic signature with signer intent
Audit trailExport with the completed survey
Document retentionFollow the HR records schedule
EncryptionAES-256 at rest and TLS 1.2/1.3 in transit
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What the survey audit trail records

The signNow Audit Trail documents the technical history of the Sixty Day New Hire Survey Form after it is sent, reviewed, and signed.

01

Signer authentication:

Records the participant’s verified signing event.
02

Timestamp capture:

Captures when each survey action occurred.
03

Document history:

Associates the completed document with integrity evidence.
04

Tamper evidence:

Shows whether the signed record changed afterward.
05

Action log:

Lists views, edits, sends, and signatures.
06

Audit export:

Exports the Audit Trail with the signed survey.

Security for signed review records

Encryption at rest:

AES-256 at rest

Encryption in transit:

TLS 1.2/1.3 in transit

Independent assurance:

SOC 2 Type II certified

Security certification:

ISO 27001 certified

Health information:

HIPAA compliant with BAA

Electronic signatures:

ESIGN and UETA compliant

Mobile options for review completion

Managers and employees can use signNow mobile apps for the Sixty Day New Hire Survey Form on iOS and Android. Offline signing and camera-based document capture can support field work when the approved survey is available on the device.

  • Mobile apps iOS and Android apps
  • Offline mode Offline signing available
  • Document capture Camera-based capture

For controlled HR deployment, use managed devices, individual user accounts, and role-based access. Confirm that offline copies synchronize correctly, that the final signed survey reaches the approved repository, and that the Audit Trail is retained with the personnel record.

Retention practices for review records

Retain the completed survey, supporting evidence, and audit record according to the record’s actual purpose, applicable law, and any legal hold.

Map retention to the governing rule

Set the retention period from the record’s purpose and applicable law rather than a generic schedule. For HIPAA-covered records, retain required documentation for six years under 45 CFR 164.530(j), when the survey contains protected health information.

Export the survey and audit trail

Export the completed survey and its signNow Audit Trail together, then confirm that the exported files open correctly and identify the employee, reviewers, completion time, and relevant document version before placing them in the HR archive.

Archive completed surveys securely

Limit access to HR personnel and authorized managers, encrypt archived files, and use a controlled repository with documented permissions. Avoid sending completed surveys through unprotected email when they contain performance comments or other personal information.

Apply holds before deletion

Review the record schedule when a survey becomes part of a personnel dispute, accommodation file, or regulated record. A legal hold or industry rule can require preservation beyond the organization’s routine onboarding schedule.

Processing stages for the sixty-day review

The form does not create a universal legal filing deadline; coordinate these stages with the employee’s actual sixty-day review date and HR policy.

01

Document preparation

Review the approved template, confirm participants, and add response or signature fields before sending.
02

Delivery to signers

Send the survey to the employee and manager through signNow’s invitation workflow.
03

Signer turnaround

Participants review the sixty-day feedback and sign after the discussion is complete.
04

Completion and archival

Download the completed survey and Audit Trail, then apply the HR retention schedule.

Privacy pitfalls in employee surveys

  • Employee comments may expose medical, family, or other personal information when managers include unnecessary details in the completed survey.
  • A missing consent disclosure can weaken the record when the survey is presented to a consumer or worker outside an established employment workflow.
  • Sharing a completed survey through unrestricted email can expose performance feedback to recipients who lack an HR or management need to know.
  • Using one shared account for managers can make it difficult to attribute survey edits, invitations, and signatures to the correct person.

Legal standing of the signed survey

A signed Sixty Day New Hire Survey Form can support an HR record when the employee and manager intend to sign, consent to electronic records, and the organization preserves an accurate, reproducible copy with its audit history. ESIGN and applicable state electronic-transactions law, including UETA or New York ESRA, generally recognize qualifying electronic signatures; wills, certain court orders, and family-law decrees remain excluded.

Why teams look for DocuSign alternatives

Troubleshooting the new-hire survey workflow

Resolve field, signing, evidence, privacy, and plan issues before the sixty-day review becomes part of the personnel record.

The Business plan includes templates and audit trails, so first confirm that the sender uploaded the correct Sixty Day New Hire Survey Form and assigned every response and signature field. If bulk distribution is required, Business Premium adds bulk send; otherwise send the document individually.

A completed survey can be electronically signed when the participants intend to sign, consent to the electronic record, and the record remains reproducible. ESIGN, 15 U.S.C. chapter 96, and applicable state law provide the legal framework; the survey is not a substitute for excluded documents such as wills.

Use signNow’s Audit Trail with the signed survey to preserve signer activity, timestamps, and document history. The audit record helps demonstrate attribution and completion, but HR should also maintain access controls and a retention policy appropriate to personnel records.

If the employee cannot open the invitation, verify the email address, resend the invitation, or provide a controlled signing link. The participant may use signNow’s web or mobile experience; the sender should avoid forwarding a private link to an unauthorized person.

For a survey containing protected health information, signNow identifies HIPAA compliance as requiring a business associate agreement. HR should confirm that the workflow, account configuration, access permissions, and BAA cover the actual information being collected.

Business plans include 100 signature invites per user per year, with overage fees applying when the allowance is exceeded. Business Premium is listed at $15 per user per month when billed annually and includes bulk send; confirm current terms before deployment.

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