What to Review Before Launching Mitratech’s Trakstar Perform

Your processes are set, your forms are ready, and it's almost time to kick off your reviews!  Follow these steps to ensure everything goes smoothly when those reviews open.

Train Your Team

We have resources to help you train your employees and managers on navigating and using Perform.  These step-by-step eLearning courses cover the basics for each of these roles:

• Manager Training Course
• Employee Training Course

Your team can self-enroll in these courses, so feel free to send the links directly to them!

Quick Tip: As an Admin, do you need a quick refresher, too?  We have an Admin Training Course ready for you!

Are you planning your internal training?  Feel free to use our slides to introduce your team to Perform! Click on File > Make a Copy > Entire Presentation to make your copy to edit!

Enable Email Notifications

Select Company > Settings and Enable Email Notifications.  Learn more here!

Sending Out the Welcome Email

The welcome email invites your team to your Perform account with a temporary password.  Go to Employees > Active, and select all users you want to send the welcome email to.

Click on Bulk Edit in the top right corner.  This will bring up a page to edit these employees.  Scroll down to Send Welcome Email - click to end!

Some organizations use Single Sign-On (SSO) for login. If your organization has SSO enabled, you’ll be automatically logged in and will not need a Welcome Email.

Going Live with Reviews

Best Practices Before Review Launch

• Update the Welcome Message your team will see when they log in!  Learn more here.
• Ensure your forms reflect precisely what you'd like - these cannot be edited once the review cycle has started.  Learn more here.

Tips for Goals & Notes

The Goals & Notes phase allows both employees and managers to add notes and goals to their review before the official scoring.  Here are some resources specific to adding goals and notes to reviews from both user levels.

• Goals & Notes for Employees
• Goals & Notes for Managers

Bypass Goals & Notes - Go Right to Scoring!

You may want to bypass the  Goals & Notes phase and go straight into the Scoring phase with your employees. To get started, you'll want to look over the Process details to ensure everything is set correctly.

• Schedule: Do the dates reflect when you want the reviews to occur?
• Approval Process: Are all approvers on the list aware of how to approve reviews?  If not, direct them to Trakstar Academy to learn how!
• Process: Have any other details changed since implementation? 
  • If you change the process, we recommend updating all employees once finalized.  This can be done via Employees > Active > Bulk Edit > Update Process

Glossary

Learn more about what the icons and buttons in Perform mean, or learn about all the terms in Perform!

Still have questions?

Don't worry; we've got answers.  Email us at perform@trakstar.com