The role of a sign-off
A sign-off can...
see the people they're the second sign-off for under a specific 'sign-off' section of their Team tab, this keeps them separate from anyone they are the default manager or default second manager for
view their direct report's profile (and below in the primary reporting hierarchy if the "Enable hierarchy visibility for manager's managers" setting is enabled)
add new objectives for the direct report
confirm the direct report's objectives and edit already confirmed objectives
add progress updates to direct report's objectives
update the current status of the direct report's objectives
mark the direct report's objectives as finished and add a final rating (if required)
access all past and ongoing reviews including feedback from colleagues (can be impacted by other account settings)
add comments to the direct report's review if they're assigned as the second sign-off on the specific review
set-up their own check-ins with the direct report
request and see 360 feedback for the direct report's reviews
Sign-offs are generally responsible for closing reviews for the direct report (reviewee) after reviewing the reviewer's and second manager's comments but this depends on the workflow you're using.
Enabling sign-offs
Note: You will need Configurator access to enable the Sign-off feature.
Click on Configuration and then select the 'User Provisioning' tab, then select the 'User Fields' drop down tab.
You will need to click the toggle under the 'Sign-off' section to enable this feature.
Assigning sign-offs
Note: You will need Administrator access to assign sign-offs.
Follow the steps for Editing users individually or Editing users in bulk and search for the user's second sign-off in the dropdown next to the 'Second Sign-off' field.
Info: Any reviews created from now on will include the sign-off. If you'd like to include them on any in-progress reviews, edit the reviews to add them.



