Signing Off an Assessment

Signing off is the final step. It locks in the agreed values and makes the results available.

Applies to: Managers

Signing off is the final step. It locks in the agreed values and makes the results available.

Before you start

  • The employee must have accepted the agreed values (or a dispute must be resolved) — the status will show Pending sign-off.

Steps

  1. Open the assessment — from Team Assessments → Needs Action, open the one marked Pending sign-off.

  2. Do a final review — confirm the agreed values on the Final Review page.

  3. Sign off — select Sign Off (Complete Assessment) to finalize.

  1. Done — the status becomes Completed. Results are locked and become available to view.

Once completed, the results appear under Completed for you and the employee.

Tip: Review the values one last time before signing off — a completed assessment is locked.

Any changes and/or updates can be made until the campaign is closed.

How to Re-open a Completed Assessment

The employee must initiate the request:

  1. Employee opens their completed assessment

  2. Selects the grey View button

  3. Selects Request to Reopen

  4. Manager approves the request

  5. Employee makes their changes

If scores change as a result, the assessment returns to the agreement meeting step.

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