How to Manually Archive an Employee’s Review

If your company does not have reviews set up to automatically archive, you may need to manually archive these reviews yourself.

To learn more about how you can manually archive an employee's review, follow the steps below!

Once you've logged into Trakstar as a manager, scroll down to the My Team section of your To Do list. Here, you will be able to see the status of your direct reports' reviews, such as whether the buttons reflect Set Goals, Score Review, etc. For reviews that are ready to be manually archived, the button on an employee's row will reflect Archive (employee's name) Appraisal Set.

Selecting this button will take you to the Archive tab of the employee's review. Before archiving the review, you will have the option to download a PDF copy of the review. Selecting the Download PDF button will present you with a few options, such as keeping 360-Rater Feedback hidden or making it visible in the PDF. You'll also have the option to show approver comments or the position description, if needed.

Once you're ready, you can then proceed to select the Archive Review button, which will populate a box to reflect the score, if goals/measurements will carry forward, and when the next review cycle will be.

After the review has been archived, you will be able to view your direct reports' archived reviews anytime by selecting the dropdown for the Employee's Reviews tab and then selecting Archived.