Basic Manager Quick Start Guide

Welcome to Trakstar Perform! This guide introduces the core tasks you'll complete as a manager during the performance review cycle.

You can also enroll in the eLearning course for additional training.

Take Notes on Employees

Notes allow you to capture employee accomplishments, coaching conversations, and performance observations throughout the review cycle.

Add a Note

1. From the Home page, locate the employee in your To Do List.
2. Enter your note.
3. Choose whether the note should be Visible to Employee.
4. (Optional) Associate the note with a competency, goal, or review question.
5. If no association is selected, the note is saved under General Notes.
6. Select Add this Note to save it.

Tip: Select Set Goals from the Action column to open the employee's Goals and Notes tab, where you can manage notes and measurements in a larger workspace.

Add Measurements to a Review

Measurements help managers and employees track progress toward goals throughout the review cycle.

1. Open your employee's current review.

   

2. If the review is in the Scoring stage, select the Goals and Notes tab.

   

3. Locate the competency or goal where you want to add a measurement.
4. Select + Add Measurement.
5. Enter the measurement details. Only the Measurement Title is required.

6. Select Save.

As work progresses, managers and employees can update the measurement, including the Percent Complete field.

Email Reminders

To receive reminders about upcoming measurements:

1. Select Add Email Reminder.
2. Choose when reminder emails should be sent.
3. Save the reminder.

Score an Employee Review

Open the employee's review to access the Manager Review tab.

From here you can:

• View review progress.

  

• Review the employee's self-review (if completed).

• Override the self-review if necessary.

  

For each competency:

1. Select the appropriate rating.

   

2. Review any employee comments and self-ratings.
3. Continue until all required competencies have been scored.

When scoring is complete, the review displays Scoring Complete along with the overall review score.

Send the Review for Approval

If your organization uses an approval workflow:

1. Select the Approval tab.
2. Review or confirm the approval route.
3. (Optional) Enter comments in the Approver Guidance field.

4. Select Send for Approval.

   

Approvers can review all submitted information, including manager comments, employee responses, and any available 360-Rater Feedback.

Tip: If you selected the wrong approval route, use Cancel Approval before resubmitting the review.

Archive a Completed Review

Note: Some organizations automatically archive reviews after the approval process is complete.

To manually archive a review:

1. From your Direct Reports list, locate the employee.

2. Select Review & Archive from the Action column.

   

3. Open the Archive tab in the Review Hub.

4. Select Archive Review.

   

The review is finalized and moved to the employee's review history.

Depending on your organization's configuration, goals and measurements may automatically carry over to the employee's next review. If not, they can be updated manually in the new review.