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Sending Employee Evaluations with Adobe Sign

A process-based learning solution designed to guide managers through the secure electronic submission and approval of employee evaluations using Adobe Sign.
Higher Education • Performance Management • Adobe Sign • Process Training • Digital Workflow

MY ROLE

INSTRUCTIONAL DESIGNER
SCRIPTWRITER
E-LEARNING DEVELOPMENT
SOFTWARE DEMONSTRATOR
VIDEO PRODUCER
NARRATOR
VIDEO EDITOR

CLIENT

INTERNAL HUMAN RESOURCES

AUDIENCE

MANAGERS

DURATION

3 MINUTES 42 SECOND

TOOLS

ADOBE SIGN
ADOBE PREMIERE
ADOBE PHOTOSHOP
ADOBE AUDITION

Business Challenge

The university transitioned employee evaluations to an electronic approval process using Adobe Sign, requiring managers to understand a multi-step workflow that included selecting the correct evaluation workflow, attaching supporting documentation, routing forms for signatures, and avoiding common submission errors. Users needed clear guidance to complete evaluations efficiently while ensuring compliance with Human Resources procedures.

Learning Solution

I developed a concise process training video that walks users through the complete evaluation workflow, from accessing the appropriate Human Resources page to completing the Adobe Sign process for both the employee and supervisor. The training emphasizes workflow sequencing, required fields, document attachments, signature routing, and common mistakes that could delay completion.rners to focus on the task appropriate to their role while reducing confusion between the two approval processes.

Project Highlights

  • Explained the end-to-end Adobe Sign evaluation workflow.
  • Demonstrated selection of the correct evaluation process based on employee type.
  • Included guidance for uploading supporting documentation before initiating the workflow.
  • Clarified the sequential employee and supervisor electronic signature process.
  • Addressed common user errors, including revision procedures and signing the correct document.
  • Simplified a multi-step HR process into a clear, task-oriented learning experience.

Impact

This training reduced uncertainty around a newly digitized performance evaluation process by providing managers with a clear, repeatable procedure for completing evaluations electronically. By illustrating each stage of the workflow, the course helped users navigate Adobe Sign confidently while following established Human Resources requirements.

The video also promoted consistency across departments by reinforcing correct document routing, required approvals, and proper use of electronic signatures. This contributed to fewer process interruptions and improved efficiency for both supervisors and Human Resources staff responsible for managing employee evaluations.

Core Competencies

  • Digital Workflow Design
  • Business Process Analysis
  • Process Simplification
  • Performance Support Design
  • Technical Communication
  • User Experience Design
  • Documentation Strategy
  • Stakeholder Collaboration
  • Learning Content Organization
  • Change Management Support