Can this addendum be e-signed?

Yes. Electronic signatures are generally enforceable under the ESIGN Act and state UETA laws for employment records, provided the transaction meets intent, consent, attribution, and retention requirements; exceptions may apply in narrowly defined circumstances.

Are witnesses or notarization required?

Most internal performance addenda do not require witnesses, but some state-specific or employer policies may require notary or witness signatures; check state rules and company policy before skipping authentication steps.

How do I correct an error after signing?

Do not alter the signed original. Prepare an amended addendum or corrective addendum, have all required parties sign the new document, and retain both versions for audit and legal clarity.

What if the employee refuses to sign?

Document the refusal in the record, attach the employee’s written response if provided, and follow company disciplinary or dispute-resolution procedures while preserving the addendum as issued.

How long must we keep the signed addendum?

Retain per the personnel retention schedule; commonly keep for the length of employment plus at least 3 years post-termination, and longer where federal or industry rules apply.

Is the e-signed addendum admissible in court?

Yes. Properly executed electronic records with audit trails are admissible under ESIGN and UETA standards; ensure authentication, consent, and retention to support admissibility.

Electronic Signature
Templates
Miscellaneous
Performance Evaluation Addendum

Performance Evaluation Addendum

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PERFORMANCE EVALUATION ADDENDUM

This Performance Evaluation Addendum (the "Addendum") is entered into as of by and between Client Name: and Evaluator Name: .

WHEREAS

WHEREAS, Client and Evaluator are parties to an existing agreement entitled: dated (the "Agreement");

WHEREAS, the parties desire to set forth additional terms governing the performance evaluation of services, deliverables, and personnel conducted under the Agreement; and

WHEREAS, this Addendum shall modify and supplement the Agreement only to the extent expressly set forth herein and otherwise the Agreement remains in full force and effect.

SCOPE OF WORK

Scope Description Evaluation Period

Start Date: End Date:

Evaluation Frequency

EVALUATION CRITERIA AND METHODOLOGY

The Evaluator shall apply the criteria, weighting, and scoring methodology described below. The criteria shall be objective, measurable where practicable, and consistent with the Scope of Work.

Criteria and Weightings Scoring Method

Numeric rating scale (e.g. 1–5) Qualitative assessment Milestone pass/fail

PAYMENT TERMS

In consideration for the evaluation services provided pursuant to this Addendum, Client shall pay Evaluator as follows.

Total Amount Payable Payment Schedule Late Payment

Late payments shall incur interest at the lesser of (a) a rate of % per month or (b) the maximum rate permitted by law. Client shall also reimburse reasonable collection costs.

TERM AND TERMINATION

This Addendum shall commence on Start Date: and shall continue in effect until End Date: unless earlier terminated in accordance with this section.

Either party may terminate this Addendum for convenience upon days' prior written notice to the other party. Either party may terminate for material breach if the breaching party fails to cure within days after receipt of written notice specifying the breach.

CONFIDENTIALITY

For purposes of this Addendum, "Confidential Information" means non-public information disclosed by one party ("Disclosing Party") to the other ("Receiving Party") that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Confidential Information excludes information that: (a) is or becomes publicly available through no fault of the Receiving Party; (b) is rightfully known to the Receiving Party at the time of disclosure; (c) is rightfully obtained by the Receiving Party from a third party without restriction; or (d) is independently developed without use of the Disclosing Party's Confidential Information.

The Receiving Party shall (i) hold Confidential Information in confidence using at least the same degree of care it uses to protect its own confidential information, but in no event less than reasonable care; (ii) use Confidential Information only to perform obligations under this Addendum; and (iii) not disclose Confidential Information to any third party except to its employees, agents, or contractors who have a need to know and who are bound by confidentiality obligations at least as protective as those herein.

The confidentiality obligations set forth in this Addendum shall survive termination for a period of years, except that trade secrets shall remain protected for so long as they qualify as trade secrets under applicable law.

GOVERNING LAW

This Addendum shall be governed by and construed in accordance with the laws of the State of without regard to its conflicts of law principles. Exclusive venue for any dispute arising under this Addendum shall be the state or federal courts located in the county specified in the governing law state unless the parties mutually agree otherwise in writing.

ENTIRE AGREEMENT; AMENDMENT

This Addendum, together with the Agreement, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements and understandings, whether written or oral. No modification, amendment, or waiver of any provision of this Addendum shall be effective unless in writing and signed by authorized representatives of both parties.

MISCELLANEOUS

If any provision of this Addendum is held to be invalid or unenforceable, the remaining provisions shall remain in full force and effect. The parties acknowledge that monetary damages may be an inadequate remedy for certain breaches of this Addendum and agree that injunctive relief may be appropriate in such cases in addition to any other remedies available at law or in equity.

Client / Party A

Party Name:

By:

Date:

Evaluator / Party B

Party Name:

By:

Date:

What the Performance Evaluation Addendum Is

A Performance Evaluation Addendum is a written attachment to an existing employment agreement or personnel file that documents evaluation results, changes to performance expectations, corrective actions, or revised goals. It records the outcome of a formal review, clarifies next steps for the employee and manager, and becomes part of the employment record when signed by the required parties. The addendum may be used for development planning, disciplinary steps, or as supporting documentation in HR or legal proceedings.

Why this Addendum Matters for Employers and Employees

A clear addendum ensures both parties share the same understanding about performance findings, expectations, and remedies. It reduces disputes by documenting agreed actions and timelines, supports consistent HR processes, and creates an auditable record for compliance and future decisions.

Who Typically Prepares and Signs This Addendum

Human resources, direct managers, and legal or compliance teams commonly prepare or approve a Performance Evaluation Addendum before presenting it to the employee.

Managers and supervisors who conduct the performance review and outline expectations and corrective actions.
HR professionals who verify policy alignment, retention, and file placement for personnel records.
Employees who acknowledge receipt, agree to development plans, or record disputes and responses.

The document is intended for internal use but may be produced in employment disputes; accurate completion and secure storage matter.

Typical Signatories and Their Roles

HR Manager

An HR Manager reviews the addendum for policy compliance, ensures proper approvals are attached, and files the signed document in the official personnel record. They may coordinate witness or notary requirements if the organization’s policy or state law requires it.

Employee

The employee receives the addendum, reviews the findings and required actions, and signs to acknowledge receipt. Signing does not always equal agreement; the employee may attach comments or a written response for the record.

Core Elements to Include in a Professional Addendum

A well-drafted Performance Evaluation Addendum contains specific sections that make the record clear, actionable, and defensible.

Scope

Define whether the addendum modifies an existing agreement or documents a separate review event, and state which employment terms it affects.

Evaluation Period

Specify the exact dates covered by the review so the findings are time-bound and linked to documented performance metrics.

Performance Metrics

List concrete, measurable indicators used in the evaluation, avoiding vague or subjective language that is hard to verify later.

Required Actions

Describe corrective measures, training, or milestones with deadlines and responsible parties for each follow-up step.

Consequences

Explain possible outcomes for failure to meet corrective measures, including disciplinary options or changes in employment status.

Signatures

Provide dated signature blocks for the employee, manager, and any HR or witness signers required by policy or law.

Essential Data and Security Details to Record

Employee Name: Full legal name

Employee ID: Company personnel number

Evaluation Dates: Start and end dates

Reviewer Name: Manager or HR lead

Document Version: Revision or addendum number

Access Controls: Authorized HR access only

Step-by-Step: Completing the Addendum

Follow these sequential steps to prepare, review, and file a Performance Evaluation Addendum so it becomes an effective, auditable part of the personnel record.

01

Draft: Populate fields with factual evaluation data.
02

Manager Review: Manager confirms accuracy and adds comments.
03

Employee Review: Share with employee for acknowledgment or response.
04

Finalize and File: Collect signatures and place in HR record.

Configuring an Online Workflow for This Addendum

Set up an electronic workflow that enforces the signing order and secures the final record; the table below lists typical settings.

Field	Configuration
Signing Order	Employee \| Manager \| HR
Authentication	Email link or SMS code
Required Fields	All key fields required before routing
Retention Tag	Classify as personnel record

Where to Send or File the Signed Addendum

After signatures, route copies to the appropriate record holders and maintain the official version in the HR system.

HR Personnel File: Official record in HRIS
Employee Copy: Provide a signed copy to employee
Manager File: Manager retains a working copy
Legal/Compliance: If flagged, send to legal

Technical Considerations for eSubmission and Storage

Use a secure eSignature and document management platform that supports audit trails, role-based access, and standard file formats.

File Formats: PDF and DOCX supported
Integrations: Salesforce, NetSuite, Google Workspace
Authentication: Email, SMS, or SSO

Preserve the signed PDF with the audit trail and store it under the personnel record class with restricted access and regular backups.

Typical Timing and Deadlines to Observe

Track internal deadlines to ensure the addendum is issued, acknowledged, and filed within reasonable timeframes tied to the evaluation.

Issue After Review:

Provide the addendum within 5 business days of the review meeting.

Employee Acknowledgment:

Employee should sign or respond within 10 business days.

Manager Finalization:

Manager returns final version within 3 business days of employee response.

Appeal Window:

Allow 14 calendar days for an employee response or appeal.

File Placement:

Place signed addendum in HRIS within 3 business days of final signature.

Key Milestones from Review to Record

A simple milestone sequence helps stakeholders track progress and accountability from the review meeting through final filing.

01

Draft Completed

Prepare the addendum with factual findings and proposed actions.

02

Review Meeting

Discuss findings with the employee and note any responses.

03

Signatures Collected

Obtain required signatures and dates from all parties.

04

Record Filed

Store the signed document in the official personnel record.

Common Errors to Avoid When Preparing an Addendum

Using vague or subjective language that cannot be supported by documented examples or metrics.
Failing to set clear deadlines or responsible parties for corrective actions and follow-ups.
Not retaining a signed copy in the official HR system, leading to inconsistent personnel records.
Skipping an employee response field or failing to record dissenting comments for future reference.

Risks of an Incorrect or Missing Addendum

Dispute Risk: Loss of evidence

Disciplinary Error: Procedure challenge

Regulatory Exposure: Recordkeeping gaps

Union Grievance: Contract violation risk

Confidentiality Loss: Unauthorized access

Reputational Harm: Employee relations impact

Comparing eSignature Vendor Pricing and Capabilities

This table lists common pricing and capability points for eSignature vendors commonly used to route and sign Performance Evaluation Addenda.

	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	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Practical Examples from Other Organizations

These brief examples show how organizations use electronic addenda in routine HR and operational workflows.

Optica Ventures LLC

The interface is simple and easy-to-use for both staff and external parties.

Manager-driven reviews moved online to reduce turnaround time.
The company retained consistent records for audits and improved employee acknowledgment rates by centralizing signed addenda in a secure HR system.

Martin Properties

Moved evaluation signings online to support remote and mobile staff.

Mobile signing preserved compliance when in-person meetings were not possible.
The firm processed and executed documents online with consistent security controls and retained audit trails for property management staffing records.

Frequently Asked Questions and Troubleshooting

Answers to common questions about e-signing, witnessing, corrections, and enforceability for Performance Evaluation Addenda.

Need help? Contact support

Can this addendum be e-signed?
Yes. Electronic signatures are generally enforceable under the ESIGN Act and state UETA laws for employment records, provided the transaction meets intent, consent, attribution, and retention requirements; exceptions may apply in narrowly defined circumstances.
Are witnesses or notarization required?
Most internal performance addenda do not require witnesses, but some state-specific or employer policies may require notary or witness signatures; check state rules and company policy before skipping authentication steps.
How do I correct an error after signing?
Do not alter the signed original. Prepare an amended addendum or corrective addendum, have all required parties sign the new document, and retain both versions for audit and legal clarity.
What if the employee refuses to sign?
Document the refusal in the record, attach the employee’s written response if provided, and follow company disciplinary or dispute-resolution procedures while preserving the addendum as issued.
How long must we keep the signed addendum?
Retain per the personnel retention schedule; commonly keep for the length of employment plus at least 3 years post-termination, and longer where federal or industry rules apply.
Is the e-signed addendum admissible in court?
Yes. Properly executed electronic records with audit trails are admissible under ESIGN and UETA standards; ensure authentication, consent, and retention to support admissibility.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now