Review Template Versioning

Do you need to change next year’s review form content while this year is still in use? Review Template Versioning allows admins to create multiple review versions for the same Position (eval template).

To enable this feature, please reach out to support@trakstar.com so they can enable this for you and provide guidance. After the feature is enabled, Administrators utilize Review Template Versioning as follows:

Select the Forms tab from the navigation bar, access Review Templates, and select the position you wish to create a new version of.

Select Versions and Create New Version to create a new form associated with this templates.

Select Versions to change the active version and use the Active toggle between versions.

By selecting Add a Note, you can include a label or indicator to more clearly distinguish one version from another, maybe the year the form was for. Make sure to select Save to retain the note.