Bulk Exporting PDFs of Reviews

Administrators can export multiple performance reviews as PDF files to support recordkeeping, reporting, audits, or offline review.

Bulk exporting allows you to generate PDF versions of multiple reviews at one time, eliminating the need to export each review individually.

Before You Begin

Before exporting review PDFs:

1. Verify you have administrator permissions.
2. Confirm the reviews you want to export are available.
3. Review any filters that may affect which reviews are included.
4. Ensure you have sufficient storage space for the exported files.

Export Multiple Reviews as PDFs

To export reviews in bulk:

• Sign in to Trakstar Perform with administrator permissions.
• Navigate to the Reviews administration area.

• Locate the reviews you want to export.
• Select one or more reviews.

• Choose the Bulk Export or Export PDF option.

• Confirm your export selections.
• Start the export process.

Download the Export

After the export has finished:

1. Download the generated PDF files, if prompted.

2. Save the exported files to a secure location.

3. Verify all expected reviews were included in the export.

Large exports may be packaged into a compressed (.zip) file for easier download.

Verify Exported Reviews

After downloading the files:

1. Confirm all selected reviews were exported.
2. Open several PDFs to verify formatting and content.
3. Ensure employee information is displayed correctly.
4. Store exported files according to your organization's record retention policies.

Troubleshooting

If an export does not complete successfully:

1. Reduce the number of reviews included in the export.
2. Verify you have permission to export reviews.
3. Confirm the selected reviews are available.
4. Retry the export.
5. Contact Trakstar Support if the issue persists.

Bulk Export PDFs of Performance Reviews

Administrators can export multiple performance reviews as PDF files to support recordkeeping, reporting, audits, or offline review.

Bulk exporting allows you to generate PDF versions of multiple reviews at one time, eliminating the need to export each review individually.

Export Archived Reviews

To export archived reviews as PDFs:

1. Sign in to Trakstar Perform with administrator permissions.
2. Navigate to the Reviews area.
3. Open the Archived Reviews list.
4. Select the reviews you want to export by checking the box to the left of each employee's name.
5. To export all archived reviews, select the checkbox to the left of the Employee column.
6. Select Export in the upper-right corner of the page.
7. Choose PDF Export.
8. Select any additional content you want to include in the PDF beyond manager and employee scores and comments.
9. Select Export.

Export In-Progress Reviews

You can also export reviews that are still in progress.

To export in-progress reviews:

1. Navigate to the Reviews area.
2. Open the Goals and Notes, Future, or Scoring review list.
3. Select the reviews you want to export by checking the box to the left of each employee's name.
4. To export all reviews in the selected list, select the checkbox to the left of the Employee column.
5. Select Export in the upper-right corner of the page.
6. Choose PDF Export.
7. Select any additional content you want to include in the PDF beyond manager and employee scores and comments.
8. Select Export.

Download Your Export

Depending on the number of reviews selected, PDF generation may take several minutes.

After the export begins:

1. You can continue working or leave Trakstar Perform while the export is processed.
2. When the export is complete, you will receive an email containing a link to download a ZIP file that includes all exported PDFs.
3. The download link remains available for seven days.
4. If the ZIP file is not downloaded within seven days, you must generate the export again.

You can also access the completed ZIP file from the Background Jobs icon located at the top of the Trakstar Perform interface.

Important

Only one PDF export can run at a time. You must wait for the current export to finish before starting another PDF export.

Verify Exported Reviews

After downloading the ZIP file:

1. Extract the PDF files.
2. Confirm all expected reviews were included.
3. Open several PDFs to verify formatting and content.
4. Verify employee information, ratings, and comments appear correctly.
5. Store exported files according to your organization's record retention and security policies.

Troubleshooting

If an export does not complete successfully:

1. Verify you have permission to export reviews.
2. Confirm the selected reviews are available.
3. Reduce the number of reviews included in the export if necessary.
4. Wait for any existing PDF export to complete before starting another.
5. Contact Trakstar Support if the issue persists.