Performance Goals
Use a Performance Goals template to make your document workflow more streamlined.
What Performance Goals means
Performance Goals is a structured workplace document for recording an employee’s objectives, success measures, review comments, and acknowledgment. It gives managers and employees one place to define expected results, discuss progress, and confirm the final record. With signNow, the sender uploads the document, auto-detects fillable fields, assigns roles, and sends it for electronic signature. Each signer reviews the assigned content before signing, while signNow preserves the completed document and audit trail. ESIGN and UETA generally recognize electronic signatures when intent, consent, attribution, and record retention requirements are satisfied.
Who uses Performance Goals
Human resources
Managers use Performance Goals to document objectives, review expectations, and collect acknowledgments from employees or contractors. Templates help standardize recurring performance cycles.
Team leadership
Department leaders use Performance Goals to assign measurable objectives, capture employee comments, and preserve signed reviews for internal records and follow-up.
Features for Performance Goals
signNow connects document preparation, role-based signing, mobile access, and recordkeeping for recurring Performance Goals workflows.
Reusable template
Reusable templates keep objective categories, review prompts, acknowledgment language, and signature fields consistent across employee review cycles.
Field detection
Auto-detected fields speed preparation after upload, helping senders place names, dates, ratings, comments, and signatures accurately.
Signer routing
Role-based routing sends Performance Goals to the employee, manager, or additional reviewer in the required sequence.
Audit trail
A completion certificate and action history document who opened, reviewed, and signed the completed Performance Goals record.
Mobile signing
Mobile apps allow managers and employees to review and sign Performance Goals from supported phones and tablets.
Team controls
Templates and shared access help HR teams manage recurring Performance Goals documents without rebuilding each review workflow.
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How Performance Goals works
The workflow moves from document preparation to assigned review, electronic signing, and controlled record storage.
Upload document: Upload the Performance Goals file and let signNow detect fillable fields. Assign fields: Assign objectives, comments, dates, and signatures to the correct participants. Send for review: Send the review to each employee or manager by email or signing link. Archive record: Collect signatures, then store the completed record with its audit trail.
Recommended Performance Goals setup
Use a controlled signing workflow that identifies reviewers, records consent, and preserves each completed Performance Goals document securely.
| Setting | Recommendation |
|---|---|
| Authentication method | Email verification for identified signers |
| Signature type | Typed or drawn electronic signature |
| Audit trail | Enable completion certificate and action history |
| Document retention | Retain signed reviews under company policy |
| Encryption | Use TLS 1.2/1.3 and AES-256 protection at rest (GDPR) |
Ways to send and sign Performance Goals
- Use the signNow web app when HR or a manager prepares Performance Goals, assigns fields, and sends the document from a desktop browser.
- Use the signNow mobile app when managers or employees need to review objectives, add comments, and sign Performance Goals away from the office.
- Use kiosk mode when an administrator supervises signing on a shared device during an in-person review meeting.
- Use a shareable signing link when the same Performance Goals template must reach participants through an approved internal channel.
Security for Performance Goals
Transit encryption:
Stored encryption:
Security certification:
Information security:
Health data controls:
Signature framework:
Best practices for Performance Goals
Reliable Performance Goals records depend on consistent templates, precise assignments, documented approvals, and controlled retention.
Standardize the Performance Goals template
Assign each review field explicitly
Preserve the signed record and audit trail
Review content before final signing
Complete Performance Goals in signNow
Follow these steps to prepare, route, sign, and retain a Performance Goals record with signNow.
Upload file:
Upload the Performance Goals document to signNow. Check fields:
Review detected fields and add missing fields. Assign roles:
Assign each field to the employee or manager. Send document:
Send the document for review and signature. Store record:
Download the completed record and audit trail.
Performance Goals troubleshooting
Resolve field, signer, authentication, plan, and legal-scope questions before distributing a completed Performance Goals record.
Upload the source document again and check that names, dates, ratings, comments, and signature areas are clearly separated. signNow’s field detection can identify fillable areas, but the sender should review every detected field before sending Performance Goals.
Open the recipient settings and confirm the employee’s email address, role, and signing order. Resend the invitation from the document workspace if delivery failed. The Business plan includes templates and audit trails for managing the corrected workflow.
A signer can use a typed or drawn electronic signature after reviewing the assigned fields. For stronger identity assurance, configure available authentication controls; Enterprise adds advanced signer authentication according to the signNow plan configuration.
Consumer-facing electronic records require disclosure of the right to receive paper records, access to the electronic format, and a withdrawal process under 15 U.S.C. §7001(c). Apply that requirement when Performance Goals is used with consumers rather than employees.
The Business plan is listed at $8 per user per month with annual billing and includes legally binding eSignatures, audit trails, and templates. Paid plans include 100 signature invites per user annually; overage terms should be reviewed before high-volume use.
Electronic signatures generally cannot replace wills, codicils, testamentary trusts, court orders, or family law decrees under ESIGN exceptions. Performance Goals is a workplace record, but the document’s actual purpose should be checked before relying on electronic execution.
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