Parties
Full legal name and role for the employee and the approving manager, plus department and reporting relationships so authority and responsibility are clear during reviews.
A written agreement reduces ambiguity, aligns expectations, and documents commitments for reviews and compensation decisions.
Common users include managers, employees, HR professionals, and direct supervisors who participate in performance planning.
Signatures by the employee and an authorized manager finalize the agreement; HR typically maintains the official record.
HR managers or HR representatives authorize form templates, confirm policy compliance, and countersign in cases of formal performance improvement plans or compensation-linked goals.
The employee’s direct supervisor or manager is the primary approver who negotiates targets, confirms resources, and signs to indicate managerial agreement.
Full legal name and role for the employee and the approving manager, plus department and reporting relationships so authority and responsibility are clear during reviews.
Clearly worded, outcome-focused objectives that use measurable criteria; avoid vague terms and include baseline and target metrics where possible.
Quantitative or qualitative KPIs tied to each goal, with how each metric will be measured, data sources, and acceptable thresholds for success or partial credit.
Start date, milestone dates, mid-cycle check-in schedule, and final review date so progress can be tracked and any course corrections documented.
Training, budget, tools, or supervisory support allocated to help the employee meet goals; list accountable parties for each resource item.
Signature block for the employee, manager, and optional HR witness, plus date fields to confirm the agreement’s effective date and acceptance.
| Field | Configuration |
|---|---|
| Routing Order | Employee → Manager → HR |
| Authentication Method | Email link or SMS code |
| Reminder Schedule | Auto reminders at 7 and 3 days before deadline |
| Retention Policy | Auto-save signed PDF to HR folder |
Choose a platform that supports secure signatures, audit trails, and standard document formats so signed records are admissible and auditable.
Ensure the platform can export an audit trail and retains signed records per your retention policy; integration with HR systems reduces manual filing and errors.
Set the MM/DD/YYYY start date for the performance period
Schedule a midpoint meeting 3–6 months after start
Fix the final review date at period end
Allow 7–14 days for dispute or clarification
Tie bonus eligibility to documented results by pay-cycle deadlines
| 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, no credit card required | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | Varies | Varies |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A sales representative agrees to quarterly revenue targets and a CRM activity metric
A newly promoted manager sets leadership development objectives with milestones