Articles

Read our support articles for employees, managers, and administrators.

Employees

Quick Start Guide

User Quick Start

Goals and Notes

Add a Measurement
How to Add a Note
Add a Goal

My Appraisals

Suggest Multi-Rater's to Your Manager
How to Acknowledge Your Appraisal
Print Appraisal as Employee
Score Self-Appraisal

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

Multi-Rater Outside Respondent
Cancel Approval
How to Override an Appraisal
Re-Request an Appraisal

Goals and Notes

Add a Measurement
How to Add a Note
Add a Goal

My Employees

Add Content to Employee Folder
Print Appraisals as Manager
Taking Notes on Employees

Administrators

Employee Information

Add Employees
Change Manager or Position
How to Reset a User's Password
Terminate Employees

Employees (admin)

Bulk Editing Employee Information
Welcome Email

Appraisals

Change Appraisal Period (Singular and Bulk)
Custom Appraisal List
Bulk Editing Appraisal Information
How to find Canceled Appraisals
Print Appraisals
Unarchive an Appraisal

Forms

Add position
Add/Edit Competency
Adding N/A to a Rating Scale
Copying a Position
Create and Edit a Template
Create Rating Scale

Reports

Trakstar Dashboard
Email Log
Performance History
Rating Distribution
Trakstar Log

Settings

Auto Archive
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

Bulk Exporting PDFs of Archived Appraisals
Position Versioning
Authentication and Single Sign-On
Restricted Admin

Strategic Goals

Strategic Goals

Processes

Editing Multi-Rater Requests as an Administrator
Predefined Multi-Rater Groups and Allowing Employee Suggestions for Multi Rater