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When an employee declines to sign their evaluation

In Weplanify, an employee can decline to sign and give a reason; after talking it over, HR asks for the signature again or switches to paper.

In Weplanify, signing an evaluation means having read it, not agreeing. An employee can still decline: they write why, and HR gets the Evaluation not signed notification.

Declining on a phone: Why do you decline?, the reason written by the employee and the Confirm button
Declining on a phone: Why do you decline?, the reason written by the employee and the Confirm button

Steps

  1. On the employee side: under the document, Decline to sign, then the reason under Why do you decline? and Confirm.
  2. On the HR side: open the evaluation from the notification or the Not signed filter of the Follow-up; the panel shows the reason.
  3. Talk it over with the employee.
  4. Click Ask to sign again and confirm: the evaluation goes back to To sign and the employee is asked to sign it, with a new comment if they wish.
  5. You can also have it signed on paper (paper signature).
The panel of a not signed evaluation: the decision, the answers and the Ask to sign again button
The panel of a not signed evaluation: the decision, the answers and the Ask to sign again button

Good to know

  • The refusal stays in the document history.
  • An evaluation left to sign without an answer: the employee is reminded after 3 days, then HR is told after 7 days.
  • What the employee sees: read and sign your evaluation.

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