Employee Details
Full legal name, employee ID, job title, department, and current supervisor to ensure records match HR systems.
A clear, complete PAR reduces disputes, supports lawful HR actions, and creates an auditable record for performance and disciplinary processes.
Typical participants include the reporting manager, the employee, HR representatives, and, when relevant, a department head or executive reviewer.
Role clarity reduces processing delays: managers capture facts, employees acknowledge receipt, and HR retains the final, signed record.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code for signer verification |
| Signature Type | Allow drawn or typed signatures; attach audit trail |
| Routing Order | Manager → Employee → HR reviewer |
| Retention Setting | Auto-archive to HR system for 7+ years |
Choose secure channels and formats that meet your organizational integrations and compliance requirements.
Issue draft PAR within 7 calendar days of the triggering event
Allow 5 business days for the employee to review and respond
Submit final signed PAR to HR within 3 business days after approval
Define a 10 business day appeal or rebuttal period if applicable
Retention begins on the final signed date of the PAR
Full legal name, employee ID, job title, department, and current supervisor to ensure records match HR systems.
Clear start and end dates for the performance period being assessed; basis for metrics and comparisons.
Quantitative indicators, goal status, attendance, or productivity metrics with source references where available.
Concise factual observations, examples of behavior, and outcomes tied to the performance metrics listed above.
Specific corrective steps, deadlines, training, or promotion details, with measurable milestones for follow-up.
Signature blocks for manager, employee, and HR with date fields and electronic audit-trail metadata when signed online.
Manager documents attendance decline and missed deadlines with dates and evidence
Manager records achieved targets, leadership contributions, and training completed
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |