# Settings Explained: Create or Edit Review Setup

[![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)

A **review setup** defines the structure and rules governing the performance review process within an organisation. It determines how [performance agreements](https://signature.signifyhr.co.za/link/2144#bkmrk-a-performance-agreem) function, specifying rating permissions, the level of the [employee's](https://signature.signifyhr.co.za/link/2144#bkmrk-these-terms-are-used) involvement, and approval workflows.

Each menu item related to review setups will be covered and includes the following:

[![PM Review Setup - Menu.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/7XEKUWIzqALiPx4e-pm-review-setup-menu.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)

In the beginning, only the **Details** menu item is accessible when creating a review setup. However, once you have adjusted and saved the review setup settings, the other menu items will become available.

Let's examine each menu item more closely.

#### **Details**

The name, description, and configuration settings for the review setup can be edited on the **Details** screen.

[![PM Create and Edit Review Setup Settings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/YJ9sEy1yXlj21dma-pm-create-and-edit-review-setup-settings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)

<table border="1" class="align-center" id="bkmrk-setting-name-mode-de" style="border-collapse: collapse; width: 100.238%; height: 4589.72px; border-width: 1px; border-spacing: 15px;"><colgroup><col style="width: 38.9657%;"></col><col style="width: 12.0353%;"></col><col style="width: 49.0944%;"></col></colgroup><tbody><tr style="height: 82.65px;"><td colspan="3" style="padding: 15px; background-color: rgb(175, 0, 78); height: 82.65px;">##### <span style="color: #ecf0f1;">**GENERAL SETTINGS**</span>

</td></tr><tr style="height: 50px;"><td style="padding: 15px; background-color: rgb(18, 33, 74); height: 50px;"><span style="color: rgb(236, 240, 241);">**SETTING NAME**</span>

</td><td style="padding: 15px; background-color: rgb(18, 33, 74); height: 50px;"><span style="color: rgb(236, 240, 241);">**MODE**</span>

</td><td style="padding: 15px; background-color: rgb(18, 33, 74); height: 50px;"><span style="color: rgb(236, 240, 241);">**DESCRIPTION**</span>

</td></tr><tr style="height: 114.8px;"><td class="align-left" rowspan="2" style="padding: 15px; height: 263.2px;">**Dual participation – both the employee and the manager will participate electronically. If disabled, only the manager will participate electronically.**  
</td><td class="align-center" style="padding: 15px; vertical-align: middle; height: 114.8px;">[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)</td><td class="align-left" style="padding: 15px; height: 114.8px;">Either the manager or the employee can create the performance agreement. The setting and rating of objectives requires the employee's participation.

*Also activates the **Dual Participation** settings (see below).*

</td></tr><tr style="height: 148.4px;"><td class="align-center" style="padding: 15px; vertical-align: middle; height: 148.4px;">[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)</td><td class="align-left" style="padding: 15px; height: 148.4px;">The manager can create and approve the performance agreement and rate the objectives without the employee's participation. The employee will be allowed to view the agreement.

*Also deactivates the **Dual Participation** settings (see below).*

</td></tr><tr style="height: 86.375px;"><td class="align-left" rowspan="2" style="padding: 15px; height: 172.75px;">**Allow perspectives.**  
</td><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">Allows perspectives as the highest level of categorisation. KPAs will be added to perspectives when creating performance agreements.</td></tr><tr style="height: 86.375px;"><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">Perspectives are not required for performance agreements, so KPAs can be added directly when creating performance agreements.</td></tr><tr style="height: 86.375px;"><td class="align-left" rowspan="2" style="padding: 15px; height: 172.75px;">**Allow the manager to edit the review survey scores.**</td><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">A manager will be able to update the review survey scores. Employees will be able to view the scores.</td></tr><tr style="height: 86.375px;"><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">The review survey scores cannot be edited. Employees and managers can see the scores.</td></tr><tr style="height: 86.375px;"><td class="align-left" rowspan="2" style="padding: 15px; height: 172.75px;">**Show the timeline to the manager and employees on the Performance Management dashboard.**  
</td><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">The timeline will display on the **Performance Management** dashboard.</td></tr><tr style="height: 86.375px;"><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">The timeline will not display on the **Performance Management** dashboard.</td></tr><tr style="height: 86.375px;"><td class="align-left" rowspan="2" style="padding: 15px; height: 172.75px;">**The next review period can only start when the previous one has been completed.**</td><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">Forces the one review period to be completed before the next one can start. Thus, if you have two review periods, the first must be finalised before you can start the second.</td></tr><tr style="height: 86.375px;"><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">Review periods can be started in any order if the phases are open.</td></tr><tr style="height: 86.375px;"><td class="align-left" rowspan="2" style="padding: 15px; height: 172.75px;">**Hide scores and weights during the Ratings phase.**</td><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">Instead of displaying scores and weights, labels will be added to the rating scales.</td></tr><tr style="height: 86.375px;"><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">The scores and weights will be displayed during the Ratings phase.</td></tr><tr style="height: 86.375px;"><td class="align-left" rowspan="2" style="padding: 15px; height: 172.75px;">**Allow excluding review items.**</td><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">Review items can be excluded from the overall final score.</td></tr><tr style="height: 86.375px;"><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">All review items are included in the overall final score.</td></tr><tr style="height: 198.8px;"><td class="align-left" rowspan="2" style="padding: 15px; height: 285.175px;">**Auto-copy the objectives from the previous review period in the same year. The agreement status will also be copied (e.g., Approved or In Progress).**</td><td class="align-center" style="padding: 15px; vertical-align: middle; height: 198.8px;">[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)</td><td class="align-left" style="padding: 15px; height: 198.8px;">The objectives from the immediately preceding review period's agreement are automatically copied, without needing to select the agreement.  
  
The agreement's status will also be copied (e.g., Approved or In Progress).

If no immediately preceding agreement is available, the pop-up menu prompts you to create one. In this instance, it does not copy the agreement's status.

</td></tr><tr style="height: 86.375px;"><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">The pop-up menu with the agreement creation options will appear. Objectives from the previous review period's agreement will not be copied.</td></tr><tr style="height: 86.375px;"><td class="align-left" rowspan="2" style="padding: 15px; height: 172.75px;">**When copying from another agreement, use the section weights from the copied agreement rather than those of the review setup. The rest of the structure is copied from the review setup's configuration.**</td><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">The section weights from the copied agreement override the section weights configured in the review setup's settings.</td></tr><tr style="height: 86.375px;"><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">The copied agreement will inherit the section weights from the review setup's configuration.</td></tr><tr style="height: 114.8px;"><td class="align-left" rowspan="2" style="padding: 15px; height: 212.8px;">**Allow other people (other than the manager) to rate a person at the lowest level (e.g., KPI level).**</td><td class="align-center" style="padding: 15px; vertical-align: middle; height: 114.8px;">[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)</td><td class="align-left" style="padding: 15px; height: 114.8px;">Selected people (other than the manager) can evaluate a person on a specific KPI.

*Also activates the **Allow Non-Manager Ratings** settings (see below).*

</td></tr><tr style="height: 98px;"><td class="align-center" style="padding: 15px; vertical-align: middle; height: 98px;">[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)</td><td class="align-left" style="padding: 15px; height: 98px;">Only the manager can rate a person at the KPI level.

*Also deactivates the **Allow Non-Manager Ratings** settings (see below).*

</td></tr><tr style="height: 98px;"><td class="align-left" rowspan="2" style="padding: 15px; height: 196px;">**Lock agreements for managers and employees.**</td><td class="align-center" style="padding: 15px; vertical-align: middle; height: 98px;">[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)</td><td class="align-left" style="padding: 15px; height: 98px;">Managers and employees can view agreements but not edit them.

*Also activates the **Locked Agreements** settings (see below).*

</td></tr><tr style="height: 98px;"><td class="align-center" style="padding: 15px; vertical-align: middle; height: 98px;">[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)</td><td class="align-left" style="padding: 15px; height: 98px;">Managers and employees can view and edit agreements.

*Also deactivates the **Locked Agreements** settings (see below).*

</td></tr><tr style="height: 98px;"><td class="align-left" rowspan="2" style="padding: 15px; height: 184.375px;">**Allow interpolation**</td><td class="align-center" style="padding: 15px; vertical-align: middle; height: 98px;">[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)</td><td class="align-left" style="padding: 15px; height: 98px;">Interpolation is used to map actual values to the rating scales of a KPI. Actual values are entered when rating a KPI, and these values are then mapped to give a rating. A rating can also be excluded.</td></tr><tr style="height: 86.375px;"><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">Interpolation is switched off.</td></tr><tr style="height: 86.375px;"><td class="align-left" rowspan="2" style="padding: 15px; height: 172.75px;">**Allow adding of a training intervention to PDP (when adding a new action plan).**</td><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">When adding an action plan to a performance agreement (if enabled), a training intervention can be added to   
PDP.</td></tr><tr style="height: 86.375px;"><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">Action plans are added to performance agreements without linking to training interventions.</td></tr><tr style="height: 82.65px;"><td colspan="3" style="padding: 15px; background-color: rgb(175, 0, 78); height: 82.65px;">##### <span style="color: rgb(236, 240, 241);">**DUAL PARTICIPATION SETTINGS**</span>

</td></tr><tr style="height: 50px;"><td style="padding: 15px; background-color: rgb(18, 33, 74); height: 50px;"><span style="color: rgb(236, 240, 241);">**SETTING NAME**</span>

</td><td style="padding: 15px; background-color: rgb(18, 33, 74); height: 50px;"><span style="color: rgb(236, 240, 241);">**MODE**</span>

</td><td style="padding: 15px; background-color: rgb(18, 33, 74); height: 50px;"><span style="color: rgb(236, 240, 241);">**DESCRIPTION**</span>

</td></tr><tr style="height: 114.8px;"><td class="align-left" style="padding: 15px; height: 114.8px;">**The person's Self-Rating and Manager Rating must be approved before the Final Rating can be completed.**</td><td style="padding: 15px; vertical-align: middle; height: 114.8px;">[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)</td><td class="align-left" style="padding: 15px; height: 114.8px;">*This setting appears only when **Dual Participation** is enabled.*  
  
The main setting, as well as the sub-setting, determines how this functionality will work.</td></tr><tr style="height: 98px;"><td class="align-left" style="padding: 15px; height: 98px;">**Sub-setting 1: Show the person's approved Self-Rating to the manager only once the manager has approved the Manager Rating.**</td><td style="padding: 15px; vertical-align: middle; height: 98px;">[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)</td><td class="align-left" style="padding: 15px; height: 98px;">The person’s self-rating and the manager’s rating must be approved before the final rating can be completed. The person’s self-rating will only show to the manager once the manager's rating has been approved.</td></tr><tr style="height: 114.8px;"><td class="align-left" style="padding: 15px; height: 114.8px;">**Sub-setting 2: Show the person's approved Self-Rating to the manager, regardless of the Manager Rating approval status.**</td><td style="padding: 15px; vertical-align: middle; height: 114.8px;">[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)</td><td class="align-left" style="padding: 15px; height: 114.8px;">The person’s self-rating and the manager’s rating must be approved before the final rating can be completed. The person’s approved self-rating will be shown to the manager, regardless of whether the manager's ratings have been approved or not.</td></tr><tr style="height: 98px;"><td class="align-left" style="padding: 15px; height: 98px;">**Sub-setting 3: Show the Manager Rating to the person only once the Final Rating has been approved.**</td><td style="padding: 15px; vertical-align: middle; height: 98px;">[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)</td><td class="align-left" style="padding: 15px; height: 98px;">The person’s self-rating and the manager’s rating must be approved before the final rating can be completed. The manager’s rating will only be visible to the person once the final rating has been approved.</td></tr><tr style="height: 232.4px;"><td class="align-left" style="padding: 15px; height: 232.4px;">**The Manager Rating and the Final Rating can be completed simultaneously (the Final Rating can only be approved once the person's Self-Rating has been approved).**</td><td style="padding: 15px; vertical-align: middle; height: 232.4px;">[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)</td><td class="align-left" style="padding: 15px; height: 232.4px;">*This setting only shows when the **Dual Participation** setting has been enabled.*

  
Both the manager’s rating and the final rating can be completed at the same time. The final rating can be approved only once the person’s self-ratings have been approved. The manager will see the self-ratings only after they have been approved.

The employee will see the manager's ratings once they have been approved, and will see the final ratings once they have been approved.

</td></tr><tr style="height: 148.4px;"><td class="align-left" style="padding: 15px; height: 148.4px;">**Only show the Final Rating column and hide the Manager Rating column.**</td><td style="padding: 15px; vertical-align: middle; height: 148.4px;">[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)</td><td class="align-left" style="padding: 15px; height: 148.4px;">*This setting only shows when the **Dual Participation** setting has been enabled.*  
  
The manager rating column is hidden, and only the self-ratings and final ratings are needed. The final rating can only be approved when the person’s self-ratings have been approved.  
</td></tr><tr style="height: 82.65px;"><td colspan="3" style="padding: 15px; background-color: rgb(175, 0, 78); height: 82.65px;">##### <span style="color: rgb(236, 240, 241);">**ALLOW NON-MANAGER RATINGS SETTINGS**</span>

</td></tr><tr style="height: 50px;"><td style="padding: 15px; background-color: rgb(18, 33, 74); height: 50px;"><span style="color: rgb(236, 240, 241);">**SETTING NAME**</span>

</td><td style="padding: 15px; background-color: rgb(18, 33, 74); height: 50px;"><span style="color: rgb(236, 240, 241);">**MODE**</span>

</td><td style="padding: 15px; background-color: rgb(18, 33, 74); height: 50px;"><span style="color: rgb(236, 240, 241);">**DESCRIPTION**</span>

</td></tr><tr style="height: 131.6px;"><td class="align-left" rowspan="2" style="padding: 15px; height: 217.975px;">**Allow anonymous evaluations**  
  
</td><td class="align-center" style="padding: 15px; vertical-align: middle; height: 131.6px;">[![AA Setting switched on.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Qb1eECUlPR9lPHZc-aa-setting-switched-on.png)</td><td class="align-left" style="padding: 15px; height: 131.6px;">Selected people, other than the manager, can rate a person on the KPI level. The evaluation results will be presented anonymously.

The main setting, as well as the sub-setting, determines how this functionality will work.

</td></tr><tr style="height: 86.375px;"><td class="align-center" style="padding: 15px; vertical-align: middle; height: 86.375px;">[![AA Setting switched off.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/b8wF1tmd4jj1whBs-aa-setting-switched-off.png)</td><td class="align-left" style="padding: 15px; height: 86.375px;">Selected people, other than the manager, can rate a person on the KPI level. The comments and ratings of the person who performed the evaluation will be shown.</td></tr><tr style="height: 81.2px;"><td class="align-left" style="padding: 15px; height: 81.2px;">**Sub-setting 1: Show the results anonymously (the manager and employee will not see who submitted the ratings).**</td><td style="padding: 15px; vertical-align: middle; height: 81.2px;">[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)</td><td class="align-left" style="padding: 15px; height: 81.2px;">Neither the manager nor the employee will see who submitted the ratings.</td></tr><tr style="height: 98px;"><td class="align-left" style="padding: 15px; height: 98px;">**Sub-setting 2: Show the results anonymously only to the employee (the manager will see who submitted the ratings, but not the employee).**</td><td style="padding: 15px; vertical-align: middle; height: 98px;">[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)</td><td class="align-left" style="padding: 15px; height: 98px;">The employee will not be able to see who submitted the ratings and comments, but the manager will.</td></tr><tr style="height: 76.4px;"><td class="align-left" style="padding: 15px; height: 76.4px;">**Sub-setting 3: Hide the evaluation summary page from employees.**</td><td style="padding: 15px; vertical-align: middle; height: 76.4px;">[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)</td><td class="align-left" style="padding: 15px; height: 76.4px;">The evaluation summary page will not show to employees, but the manager can view it.</td></tr><tr style="height: 98px;"><td class="align-left" style="padding: 15px; height: 98px;">**Sub-setting 4: Show the comments and ratings anonymously (the manager and employee will see the ratings and comments submitted).**</td><td style="padding: 15px; vertical-align: middle; height: 98px;">[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)</td><td class="align-left" style="padding: 15px; height: 98px;">The manager and employee can view the ratings and comments submitted, but will not see who submitted them.</td></tr><tr style="height: 82.65px;"><td colspan="3" style="padding: 15px; background-color: rgb(175, 0, 78); height: 82.65px;">##### <span style="color: rgb(236, 240, 241);">**LOCKED AGREEMENTS SETTINGS**</span>

</td></tr><tr style="height: 50px;"><td style="padding: 15px; background-color: rgb(18, 33, 74); height: 50px;"><span style="color: rgb(236, 240, 241);">**SETTING NAME**</span>

</td><td style="padding: 15px; background-color: rgb(18, 33, 74); height: 50px;"><span style="color: rgb(236, 240, 241);">**MODE**</span>

</td><td style="padding: 15px; background-color: rgb(18, 33, 74); height: 50px;"><span style="color: rgb(236, 240, 241);">**DESCRIPTION**</span>

</td></tr><tr style="height: 76.4px;"><td class="align-left" style="padding: 15px; height: 76.4px;">**Always**</td><td style="padding: 15px; vertical-align: middle; height: 76.4px;">[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)</td><td class="align-left" style="padding: 15px; height: 76.4px;">Managers and employees can view performance agreements, but will not be able to edit them.</td></tr><tr style="height: 81.2px;"><td class="align-left" style="padding: 15px; height: 81.2px;">**Only when created via a performance management API (when created manually, this rule will not apply).**</td><td style="padding: 15px; vertical-align: middle; height: 81.2px;">[![AA Button selected.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/scaled-1680-/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/Sh2IxqTKJ9DGyLbl-aa-button-selected.png)</td><td class="align-left" style="padding: 15px; height: 81.2px;">Managers and employees can view performance agreements, but will not be able to edit them if the agreements were created using a performance management API.</td></tr></tbody></table>

#### **Review Items**

[![PM Review Items Settings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/6FhAtuqU8QY0To4h-pm-review-items-settings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)

- Click to navigate to **Review Items**.
- Click **+REVIEW PERIOD** to load the required review items.
- Fill in the name and weight of the review period. Toggle whether the review period is active.

[![PM Create Review Period.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/G3rnUQoE0xtKRiCp-pm-create-review-period.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)

- Click **+REVIEW SURVEY** to add an evaluation to the review setup.
- Fill in the name, weight, and maximum score of the review survey. Select the activation status of the review survey, as well as whether the review survey's scores may be revised.

[![PM Create Review Survey.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/knVxvwDYzIpk763V-pm-create-review-survey.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)

- If you have finished configuring the review items, they will appear on the **Performance Management** dashboard as shown below:

[![PM Review Items.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/sRgUx87cGc9LlYeb-pm-review-items.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)

#### **Sections**

The different **Sections** of the performance agreement can be switched on or off, assigned weights, or configured for use. The following steps will guide you through the setup and configuration of the sections of a performance agreement.

[![PM Review Setup Sections Settings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/bmQHjKMF7W6NqvUF-pm-review-setup-sections-settings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)

A performance agreement can consist of the following sections:

- **Primary Goals** (always enabled by default)
- **Stretch Goals** (optional)
- **Values and Behaviours** (optional)
- **Leadership Behaviours** (optional)
- **Key Competencies** (optional)

It is important to ensure your section weights add up to 100% for the performance agreement, or you may receive an error message as follows:

[![PM Section weights error.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/ncJLKIGXXX5aG6F7-pm-section-weights-error.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)

Let us look at the settings linked to each section of the performance agreement in more detail.

##### Primary Goals

**Primary Goals** form the core performance expectations of a role. They define what must be delivered for the organisation to function effectively and sustainably, representing operational reliability and accountability.

Since this section of a performance agreement is always enabled by default, the toggle to disable it is greyed out.

[![PM Review Setup - Primary Goals Settings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/rlgtc0utKnGhyL3y-pm-review-setup-primary-goals-settings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)

- Add a weight for this section.
- Choose whether the section's weight may change or not.
- Configure the settings related to Key Performance Indicator weights: 
    - **Option 1**: The Key Performance Indicator weights must add up to 100% <span style="text-decoration: underline;">per Key Performance Area</span>. 
        - You can choose to automatically distribute the item weights (i.e. if there are 5 KPIs for a specific KPA, each KPI will have a weight of 20%).
    - **Option 2**: The Key Performance Indicator weights must sum to 100% across the entire section (i.e., if there are 2 KPAs in the section, each with 2 KPIs, each KPI will have a weight of 25%).
- Configure the performance rating scale and the check-in rating scale to be used for this section. Toggle whether comments will be required during check-ins or when rating objectives.

##### Stretch Goals

This section is an optional addition to performance agreements. **Stretch Goals** are intentionally ambitious and are typically linked to strategic growth, innovation or transformation rather than routine delivery.

[![PM Review Setup - Stretch Goals Settings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/7kV9fVldBfvE2fXZ-pm-review-setup-stretch-goals-settings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)

- Add a weight for this section.
- Choose whether the section's weight may change or not.
- Configure the settings related to Key Performance Indicator weights: 
    - **Option 1**: The Key Performance Indicator weights must add up to 100% <span style="text-decoration: underline;">per Key Performance Area</span>. 
        - You can choose to automatically distribute the item weights (i.e. if there are 5 KPIs for a specific KPA, each KPI will have a weight of 20%).
    - **Option 2**: The Key Performance Indicator weights must sum to 100% across the entire section (i.e., if there are 2 KPAs in the section, each with 2 KPIs, each KPI will have a weight of 25%).
- Configure the performance rating scale and the check-in rating scale to be used for this section. Toggle whether comments will be required during check-ins or when rating objectives.

##### Values and Behaviours

The **Values and Behaviours** section of a performance agreement supports growth beyond technical competence. Whereas the primary goals focus on what is achieved, this section focuses on *how* it is achieved. Evaluating this section serves several purposes:

- - Reinforces organisational culture,
    - Supports leadership accountability,
    - Enables development conversations,
    - Balances results with conduct, and
    - Mitigates organisational risk.

[![PM Review Setup - Values and Behaviours Settings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/WnkkC63RNmd8bQTe-pm-review-setup-values-and-behaviours-settings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)

- Add a weight for this section.
- Choose whether the section's weight may change or not.
- Select whether item weights may be distributed automatically (i.e. if there are 5 items, they will each have a weight of 20%).
- Decide whether to allow users to add or remove items from this list.
- Configure the performance rating scale and the check-in rating scale to be used for this section. Toggle whether comments will be required during check-ins or when rating items.
- Link master data values and behaviours to the performance agreement. Click [here](https://signature.signifyhr.co.za/link/2369#bkmrk-how-do-i-update-the- "How do I update the Master Data Library for Performance Management?") to find out how to update the **Master Data Library**.

##### Leadership Behaviours

Including a **Leadership Behaviours** section in a performance agreement is crucial to strategic governance. It not only assesses leadership effectiveness but also emphasises its direct influence on organisational culture and long-term success. At senior levels, leadership behaviours significantly shape the broader organisational environment, influencing team dynamics, decision-making, and overall performance beyond individual KPIs.

[![PM Review Setup - Leadership Behaviours Settings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/vWiHE8vxBymBnrMM-pm-review-setup-leadership-behaviours-settings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)

- Add a weight for this section.
- Choose whether the section's weight may change or not.
- Select whether item weights may be distributed automatically (i.e. if there are 4 items, they will each have a weight of 25%).
- Decide whether to allow users to add or remove items from this list.
- Configure the performance rating scale and the check-in rating scale to be used for this section. Toggle whether comments will be required during check-ins or when rating items.
- Link master data leadership behaviours to the performance agreement. Click [here](https://signature.signifyhr.co.za/link/2369#bkmrk-how-do-i-update-the- "How do I update the Master Data Library for Performance Management?") to find out how to update the **Master Data Library**.

##### Key Competencies

Listing **Key Competencies** in a performance agreement ensures that capability, not only output, is formally assessed. While goals measure results, competencies evaluate the underlying skills and proficiency that enable sustained performance.

This section strengthens talent governance, succession planning and capability development.

[![PM Review Setup - Key Competencies Settings.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/qSmC8CUlskOiYCgt-pm-review-setup-key-competencies-settings.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)

- Add a weight for this section.
- Choose whether the section's weight may change or not.
- Select whether item weights may be distributed automatically (i.e. if there are 5 items, they will each have a weight of 20%).
- Decide whether to allow users to link additional key competencies from the **Master Data Library**.
- Configure the performance rating scale and the check-in rating scale to be used for this section. Toggle whether comments will be required during check-ins or when rating items.

##### Action Plan

Linking an **Action Plan** to a performance agreement transforms the document from a static evaluation tool into a dynamic performance management instrument. It ensures that identified gaps, risks or development areas are not merely recorded but actively addressed. In other words, this section closes the loop between assessment and improvement. Toggle to switch action plans on or off.

[![PM Review Setup - Action Plan.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-02/09aJ0yZY0xBHC2eJ-pm-review-setup-action-plan.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-01/K5dWzta8nVzbzzH4-pm-performance-agreement-sections.png)

#### **Templates**

The final menu item when creating or editing review setups is **Templates**. For more information on how to create, import, or edit performance agreement templates, please view the next section in this chapter, titled "**Settings Explained: Performance Agreement Templates**".

[![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)