Setting Up Separate Due Dates for Reviews

Trakstar Perform allows you to assign separate deadlines for different stages of a review process. For example, you can set different due dates for self-reviews and manager reviews while maintaining a single overall review completion date.

Update Review Process Deadlines

1. Log in to Trakstar Perform as an Administrator.
2. Navigate to Review Setup.

3. Select Review Processes.

   

4. Click Edit next to the review process you want to update.
5. Open the Schedule tab.

Configure the Archive Date

The Archive Date represents the final deadline for the review cycle. All review steps should be completed by this date.

You can configure the archive date in one of two ways:

• Specific Date – Enter a fixed calendar date.
• Base Date – Use an employee-based date, such as an anniversary date, to determine the review schedule.

Configure Individual Review Deadlines

In addition to the archive date, you can configure deadlines for individual review milestones, including:

• When scoring begins
• Self-review due date
• Manager review due date

For each milestone, enter the number of days before the archive date that the event should occur.

Each value is automatically calculated by subtracting the specified number of days from the archive date.

Review the Sample Schedule

After configuring your deadlines:

1. Click Save.
2. Review the automatically generated sample schedule to verify that each review milestone occurs on the expected date.

Email Notifications

The review schedule also determines when automated email notifications are sent.

When the scoring window opens, Trakstar Perform automatically emails employees to let them know their reviews are available to complete.

Reminder emails are also sent according to the schedule configured for the review process. Ensure your schedule accurately reflects your organization's desired review timeline. You can learn more about the email notifications in Perform here!