Collect Appraisal Forms

Collect Appraisal Forms in Adobe Acrobat — with two ready prompts: the immediate one, and the one that makes it stick. 1 real situation leads here.

2prompt heights
1situation
1role does it
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The moments that lead here

If one of these is your afternoon, you are in the right place.

Collect completed performance appraisal forms from managers on schedule so reviews stay on the calendar.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Send the performance appraisal template to all managers using the parent template in bulk, set a…
Send the performance appraisal template to all managers using the parent template in bulk, set a [deadline=two-week] return deadline, and track completions so reviews are collected on schedule and the review calendar stays intact.

Improve — make it easier to accept

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Before bulk-sending appraisals to the manager group, reduce late returns: include the employee name…
Before bulk-sending appraisals to the manager group, reduce late returns: include the employee name and review period prefilled, show the overall submission checklist on page one, flag common missed sections for managers, and add a reminder note with the department HR contact for quick questions.

Who does this, and with what

The same task is different work inside a different job.

HR ManagerAdobe Acrobat ProMicrosoft SharePointalso: Track Manager Submissionsalso: Enforce Review Deadlines

Next to this one

Other send work people do in Adobe Acrobat.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.