Load, amend and/or confirm the review period's objectives.
Finish setting your objectives and submit them to your manager.
Do frequent check-ins on your objectives until it is time for your self-rating.
Do your self-rating and submit it to your manager.
The countdown to a deadline. As you can see from the Timelines, each phase has a date range. Usually, a review period's phase is only open for changes while you are within the phase date range. Before and after the date range, a phase might be locked. [](https://signature.signifyhr.co.za/uploads/images/gallery/2022-02/0ZACnfHr5oId3ou2-image-1645702482260.png) The action(s) that corresponds with the suggested next step. Here are some of the action buttons you can expect to see.| **BUTTON** | **YOUR ACTION** |
| [](https://signature.signifyhr.co.za/uploads/images/gallery/2022-02/wEdcemNRBa2TlFdQ-image-1645702995085.png) | Click to create your Performance Contract. |
| [](https://signature.signifyhr.co.za/uploads/images/gallery/2022-02/QxBWyfssble9d87m-image-1645702978351.png) | Click to open your agreement's review period and then either add or amend your objectives and/or submit the objectives to your manager. |
| [](https://signature.signifyhr.co.za/uploads/images/gallery/2022-03/RZC0957DBpFwuBCX-image-1646716371597.png) | Click to open the Check-in functionality where you and your manager can evaluate your progress against your set objectives. A check-in is a more informal evaluation of objectives to give guidance before the formal review is done. |
| [](https://signature.signifyhr.co.za/uploads/images/gallery/2022-03/6I3fdkzx0LoO3hKi-image-1646716348654.png) | Click to open your review period and do a self-rating of your performance against each objective. Your self-ratings will become visible to your manager only once you submit the agreement. |
| [](https://signature.signifyhr.co.za/uploads/images/gallery/2022-03/n4izUHD2LIPZN86U-image-1646841130141.png) | The review period was finalised and closed out. Click to view your manager's personal ratings as well as the final agreement ratings. |
Your Performance Contract's number of review periods is fixed. Therefore, clicking the **DELETE** button below does not delete the review period; it clears out all objectives you may have loaded into any section of your agreement.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2022-03/1M912Iji8p3CYDFY-image-1647253439971.png) - Once clicked, follow the on-screen instructions to delete the objectives. - Note that a review period can only be deleted if it has not yet been approved. [](https://signature.signifyhr.co.za/uploads/images/gallery/2022-02/bCGvpo2vpfCYYn4t-image-1645621358400.png) --- ### \#6. If something seems locked [](https://signature.signifyhr.co.za/uploads/images/gallery/2022-02/dX40zrrSeoglaffc-image-1645692810973.png) If you find a lock symbol or icon in a review period, it means your manager or employee is busy working on the review period, either loading objectives or scoring the objectives. Only one person is allowed to work in a review period at any given moment. --- ### \#7. In summary When a contract has been finalised, it implies the following has been done. This is shown in the Overall Summary part of the performance dashboard. 1. All the review periods have been populated with objectives - and approved by the manager. 2. All the review periods have been rated - and approved by the manager. (There is a score for each period) 3. If applicable, the scores from any additional components (e.g., a Value Survey) have been entered into the system and incorporated into the employee's contract. 4. A final overall score was calculated and is available. [](https://signature.signifyhr.co.za/uploads/images/gallery/2022-02/gDgBz3d0VXJ58UjE-image-1645692913161.png) --- ##### **Recommended further reading** - [Glossary](https://signature.signifyhr.co.za/books/performance-management-0a0/page/95-glossary "Glossary") of terminology and definitions - [How to Use Performance Management with Success](https://signature.signifyhr.co.za/books/performance-management-0a0/page/100-how-to-make-it-a-success "100% How to Make it a Success") - [The Employee's Performance Management Dashboard](https://signature.signifyhr.co.za/books/performance-management-0a0/page/100-the-performance-management-dashboard---for-employees "100% The Performance Management Dashboard - For employees") - [Open an Existing Contract](https://signature.signifyhr.co.za/books/performance-management-0a0/page/99-the-performance-management-dashboard---open-an-existing-contract "99% The Performance Management Dashboard - Open an existing contract") - [Create a New Contract](https://signature.signifyhr.co.za/books/performance-management-0a0/page/100-the-performance-management-dashboard---create-a-new-contract "100% The Performance Management Dashboard - Create a new contract") - [Functionalities and Layout of the Performance Management Dashboard](https://signature.signifyhr.co.za/books/performance-management-0a0/page/99-the-performance-management-dashboard---functionalities-and-layout "99% The Performance Management Dashboard - Functionalities and layout") - [The Manager's Performance Management Dashboard](https://signature.signifyhr.co.za/books/performance-management-0a0/page/98-the-performance-management-dashboard---for-managers "98% The Performance Management Dashboard - for Managers") - [Overview of The Performance Agreement Screen](https://signature.signifyhr.co.za/books/performance-management-0a0/page/95-the-performance-agreement---overview "95% The Performance Agreement - Overview") - [Set your objectives - Part 1 (Working with KPAs and KPIs)](https://signature.signifyhr.co.za/books/performance-management-0a0/page/98-the-performance-agreement---set-your-objectives-part-1 "98% The Performance Agreement - Set Your Objectives PART 1") - [Set your objectives - Part 2 (Working with the other sections)](https://signature.signifyhr.co.za/books/performance-management-0a0/page/98-the-performance-agreement---set-your-objectives-part-2) - [Perform a Check-in](https://signature.signifyhr.co.za/books/performance-management-0a0/page/98-the-performance-agreement---check-ins "98% The Performance Agreement - Check-ins") - [Rate your objectives](https://signature.signifyhr.co.za/books/performance-management-0a0/page/0-the-performance-agreement---rating-phase "0% The Performance Agreement - Rating phase") [](https://signature.signifyhr.co.za/uploads/images/gallery/2022-03/UlkneH0cgaVtrEkQ-image-1646899796462.png)