Position Versioning

Do you need to change next year’s review form content while this year is still in use? Position 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 Position Versioning as follows:

Select the Forms tab from the navigation bar, access Positions, 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 position.

Please Note: When a new version of a form is created, it will become the Active version. The Active version will be the form associated when the following review is created upon Archiving or cancellation.

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.

Still need help? Contact Us Contact Us