Articles

Employees

Quick Start Guide

User Quick Start

Goals and Notes

Add a Measurement

How and Why to Add a Note On Yourself

Add a Goal

My Appraisals

Suggest 360-Raters to Your Manager

How to Acknowledge Your Review

Print Review as Employee

Score Self-Review

My Info

Add Content to Employee Folder

Password Reset on Login Page

Add or Change Profile Photo

Managers

Quick Start Guide

Manager Quick Start

Appraisals

How to Score an Employee's Review

How to Create a Future Review for an Employee

How to Share 360-Rater Feedback with Your Employee

360-Rater Outside Respondent

Need to change Review Ratings/Comments or Approval Route? Cancel Approval

How to Override a Review

Re-Request an Employee's Submitted Review

Goals and Notes

Add a Measurement

How and Why to Add a Note On Yourself

Add a Goal

My Employees

Add Content to Employee Folder

Print Appraisals as Manager

How and Why to Take Notes and Provide Ongoing Feedback to Employees

Engagement

How to Create a Custom Survey

Administrators

Quick Start Guide

Administrator Quick Start

Employee Information

How to Edit an Individual Employee's Information

Add Employees

Change Manager or Position

How to Reset a User's Password

Terminate Employees

Employees (admin)

The Power of Proxy: How to Log in as Another User

Bulk Editing Employee Information

Welcome Email

Appraisals

How to Edit Individual Review Dates

Change Review Period (Singular and Bulk)

Custom Review List

Bulk Editing Review Information

How to find Canceled Appraisals

Print Reviews (as an Admin)

Unarchive a Review

Forms

Add position

Add/Edit Competency

Adding N/A to a Rating Scale

Copying a Position

Create and Edit a Section

Create or Edit a Rating Scale

Reports

Trakstar Dashboard

Email Log

Performance History

Rating Distribution

Trakstar Activity Log

Settings

Connecting Trakstar and Recruiterbox

Company Information

Emails: Disable vs. Delete

Emails: Sending by Process

Enable Emails

Groups

HRIS Import

Manager/Employee Notes Preferences

Sending a Trakstar notification on a specific date

Trakstar Security and Passwords

Advanced Features

Connecting Trakstar and Recruiterbox

Getting Started with the Trakstar API

Bulk Exporting PDFs of Archived Reviews

Position Versioning

Authentication and Single Sign-On (SSO)

Restricted Admin

Strategic Goals

Strategic Goals

Processes

Manager Approval

Editing 360-Rater Requests as an Administrator

Predefined 360-Rater Groups and Allowing Employee Suggestions for 360 Rater

Approval Routes in Trakstar

Auto Archive