Adding a Signature Flow to the Performance Review Process in ClayHR

ClayHR allows you to add a Signature Flow into the performance review process—ensuring all required approvals are collected after review input is consolidated, but before the review is officially published.

What Is a Signature Flow?

A Signature Flow is a predefined approval sequence that specifies who must sign off on a review. Each signature must be collected in the exact order defined in the flow.

Flexible Role-Based Signatures

You can create multiple Signature Flows, each with its own number of steps and role combinations. Roles you can include are:

• User – The employee being reviewed
  
• Direct Manager – The employee’s immediate supervisor
  
• Manager’s Manager – The next level of management
  
• User’s Org Unit Head – The head of the department or organizational unit
  
• Dotted Line Manager – A secondary or cross-functional manager
  
• Specific User – Any named individual in the system
  
• External User – An individual outside your organization
  
• User Group – A designated group of users
  
  

Assigning Signature Flows to Review Templates

When creating or editing a Performance Review Template, you can select which Signature Flow should apply. This ensures the correct approval process is automatically applied whenever that template is used.

How to Create or Edit a Signature Flow

To set up Signature Flows in ClayHR:

1. Go to the Top Configuration Menu.
   
2. Select Organization Setup.
   
3. Click Organization Details.
   
4. Choose Signatures.
   
   

From here, you can create new flows or modify existing ones to match your approval process.

Prerequisites

• The User should be assigned to an Org Unit that has an Org Unit Head define and should have a  Manager (i.e. ‘reports to’ in user details page) in the system if the User’s Manager or Department Head is added as one of the Signature Levels.

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• After all the Signature Assignments are completed, the Publish Results button will be enabled and the performance review can be published.

• After publishing the results, the user can view their performance review signatures at the end of results page.

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