Switching from Administrator View to User View

If you are an administrator, you can switch between Administrator View and User View depending on the tasks you need to perform.

Administrator View provides access to administrative features, such as:

• Creating and managing review forms.
• Adjusting review cycle dates.
• Viewing employee data.
• Performing other organization-wide administrative tasks.

If you are also an employee or manager, you'll use User View to complete your own review and manage reviews for your direct reports.

Switch to User View

1. Sign in to Trakstar Perform.
2. Select your profile icon in the upper-right corner of the page. Your profile icon displays your initials or your profile photo if one has been uploaded.
3. Select Switch to User View.

After switching, you'll see a simplified navigation menu with the features available to end users.

Note: To complete your own performance review or reviews for your direct reports, you must be in User View.

Switch Back to Administrator View

When you're ready to return to the administrative interface:

1. Select your profile icon in the upper-right corner.
2. Select Switch to Administrator View.

You'll return to Administrator View, where you can access administrative tools and settings.