Changing the Review Period for Employees

What is the “Period” in Trakstar Perform?

The Period, in Trakstar Perform, refers to the date range for assessing a person’s performance. It is automatically generated as the time between the archive date of the previous appraisal* and the next target archive date within Trakstar Perform. The system will automatically generate the period as the timeframe between these dates, so you don’t have to; however, if you want to see something more specific to your needs, you can edit the Period.

If an individual does not yet have archived reviews in Trakstar Perform, Trakstar Perform will reference the employee’s base date as their period start date.

Editing a Single Employee

Log in as Admin. Select the employee you wish to edit from the  Employees tab.

Click  Edit on the annual review.

Enter the new desired review period. Click the  Save button to save changes.

Editing Employees in Bulk

Log in as Admin. Select the  Reviews to tab in the Navigation bar. Click the check box next to each employee you wish to change the review period for. Click the Bulk Edit button at the top right of the page.

Use the arrow to expand the  Review Details section, enter the appropriate Period, then select Save within this section.

Now the selected employees will have an updated review period!