Summary of Accomplishments
Concise description of major projects and results, with dates and impact metrics to demonstrate contributions to team and business objectives.
A well-prepared self review documents achievements, clarifies goals, and creates a factual basis for manager discussions. It improves fairness in evaluation, supports career development planning, and reduces disputes about past performance.
Self reviews are completed by employees and used by managers and HR during performance cycles.
Collaboration among employee, manager, and HR ensures reviews inform decisions and development plans.
Completes the self review with specific accomplishments, measurable outcomes, self-ratings, and suggested development areas. Responsible for attaching supporting evidence and meeting submission deadlines.
Managers evaluate the self review, add their assessment and feedback, and propose final ratings. HR coordinates timelines, enforces policy, and stores the review according to retention rules.
Concise description of major projects and results, with dates and impact metrics to demonstrate contributions to team and business objectives.
List of goals for the review period with explicit results and whether each goal was met, including measurable indicators where possible.
Self-assessment of strengths and specific development needs, including concrete examples and proposed learning or coaching actions.
Quantitative data, KPIs, or attachments that corroborate accomplishments such as sales numbers, deliverable dates, or customer satisfaction metrics.
Space for manager comments and ratings to provide comparison with the employee's self-assessment and to document agreed next steps.
Signature fields for employee and manager with dates to confirm review completion and acknowledgement of discussed outcomes.
| Field | Configuration |
|---|---|
| Reviewer Order | Employee → Manager → HR |
| Notifications | Email reminders at 7 and 2 days before deadline |
| Authentication | Email link or SSO for employee and manager |
| Data Export | Automated CSV or API push to HRIS |
Choose a platform that supports PDF/DOCX uploads, SSO authentication, and an auditable signature trail.
Ensure the provider supports secure storage, retrieval, and export to your HR system to maintain a complete personnel record.
Typically 1–3 weeks during the performance cycle
Often due 1 week after employee submission
Schedule within 2–4 weeks after manager reviews
Completed by HR within the quarter
Archive signed review immediately after finalization
Employee submits self-assessment and attachments.
Manager reviews, adds comments, and proposes ratings.
HR and managers align ratings across teams.
HR records signed review and updates personnel file.
Smaller teams used electronic forms to replace in-person approvals and reduce administrative friction.
A large organization integrated signatures into its HR workflow to automate routing and recordkeeping.
| 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 by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | Varies | Varies |