Webinar: Teach Them to Use Trakstar Perform

You’re a Perform Admin. Your employees need a Perform refresher. You can do it! If you need to conduct a quick overview for managers or employees and don’t want to reinvent the wheel, this webinar is just the thing for you!

We’ll cover:

• Resources and Materials for training
• Staging your training environment
• Helpful hints for training

Click play below to watch the video, or scroll down for additional resources.

Training Prep Checklist

• Add a test manager profile
  • Create a new employee such as Mary zManager
  • Make sure to check the ‘Manager’ box during setup
  • Assign a position and process that will be basic enough for training all employees
• Add a test employee profile
  • Create a new employee such as Eddie zEmployee
  • Assign a position and process that will be basic enough for training all employees
  • Select a due date that places the appraisal in the correct phase of Trakstar wether you are training on Goals and Notes or Scoring
• Login as the manager to prep the appraisal
  • Confirm the appraisal is in the correct phase, Goals and Notes or Scoring
  • Add goals and or measurements for the employee as needed
  • Create notes on the first competency ahead of time to demonstrate the use
  • If in scoring, complete the majority of the form ahead of time for a more efficient session
• Login as the employee for the Training
  • Demonstrate navigation around the home page and profile, where to change a password, upload a photo or view past documents
  • Take the desired action for the appraisal phase by adding and/or updating goals, taking notes or scoring
• Are you ready?
  • Do you know how to login as different test employees to show various roles?
  • Do you know how to change a document from goals and notes into scoring by manually adjusting the due date?