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 Multi-Raters 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

How to Score an Employee's Appraisal

How to Create a Future Appraisal for an Employee

How to Share Multi-Rater Feedback with Your Employee

Multi-Rater Outside Respondent

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

How to Override an Appraisal

Re-Request an Employee's Submitted Appraisal

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 Appraisal Dates

Change Appraisal Period (Singular and Bulk)

Custom Appraisal List

Bulk Editing Appraisal Information

How to find Canceled Appraisals

Print Appraisals (as an Admin)

Unarchive an Appraisal

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 Log

Settings

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

Getting Started with the Trakstar API

Bulk Exporting PDFs of Archived Appraisals

Position Versioning

Authentication and Single Sign-On (SSO)

Restricted Admin

Strategic Goals

Strategic Goals

Processes

Manager Approval

Editing Multi-Rater Requests as an Administrator

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

Approval Routes in Trakstar

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