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NFE AND ACES Evaluation via DocuSign Instructions

  1. After the evaluation is complete, save the evaluation as a pdf file
  2. Log into DocuSign. (contact the Support Desk at 688-6776 if you need assistance)
  3. Click the yellow “New” button, select Send an Envelope.
  4. Click “Upload”. Then select your ACES/NFE evaluation pdf file. If have other attachments, you will need to Click “Upload” again to also include such items as: performance documentation, certificates, emails—please include the Banner ID on attachments, if available.
  5. Click the Set Signing Order box
  6. Add recipients/approvers names and email addresses with appropriate options (Needs to Sign, Receives a Copy or Needs to View) via approved work flow.
    1. Needs to Sign: 
      1. Employee
      2. Supervisor
      3. Next-level Supervisor (the supervisor’s supervisor)
    2. Receives a Copy: 4. Dean’s Office Secretary
    3. SDSU Human Resources
  7. Under Message to All Recipients the Email Subject field should read as applicable:
    1. 3-month Probationary ACES: 3-month Probationary ACES- Employee Last Name, Employee First Name, Banner ID
    2. 5-month Probationary ACES: 5-month Probationary ACES- Employee Last Name, Employee First Name, Banner ID
    3. Annual ACES: [Insert Year] Annual ACES-Employee Last Name, Employee First Name, Banner ID
    4. Annual NFE: [Insert Year] Annual NFE-Employee Last Name, Employee First Name, Banner ID
    5. Example:
      1. example email
  8. Click the yellow Next button
  9. Select and drag the following fields for each person who needs to sign the document:
    1. Signature
    2. Date Signed
  10. Click the yellow Send button.