Performance History

The Performance History report helps you evaluate employee performance over time. You can view overall performance trends, compare review results across different groups, and drill down into individual review data to better understand employee performance.

Access the Performance History Report

1. Log in to Trakstar Perform as an Administrator or Manager.
2. From the navigation bar, select Reports.
3. Click Performance History.

Select the Review Data

Under Documents, choose the set of review documents you want to analyze.

Tip: If the default document lists do not meet your needs, create a New Custom List to build a data set using your own criteria.

Refine the Report

Use the Group By menu to organize the report by the group you want to analyze.

Managers can also filter the report to display:

• Direct reports only
• All subordinate employees

Understand the Trend Lines

The report displays performance data as trend lines.

• Each dot represents an individual performance review.
• The line connects reviews over time, making it easier to identify performance trends.
• Hover over a trend line to view performance details across the selected time period.
• Hover over an individual dot to view review-specific information.
• Select View Review to open the associated review and examine its scoring details.

Note: If your report includes many years of data, the trend line may appear crowded or disconnected. Narrowing the date range to fewer years can make trends easier to visualize and interpret.

View Detailed Performance Data

Hover over an employee name, department, location, or other grouping to display additional details for that data set.

Below the main chart, the report provides more detailed visualizations, including:

• Individual competency ratings for each review included in the selected data set.
• Competency trends across multiple reviews over time.

Note: Some competencies may not display data if they are not included in the selected document set.