Creating an Ad Hoc (One-Time) Review in Trakstar Perform: Manager's Guide

Ad Hoc Reviews allow managers to create performance reviews outside of the standard review cycle. They are useful for documenting performance discussions, probationary reviews, promotion evaluations, performance improvement plans (PIPs), or other employee-specific review events.

Before You Begin

Before creating an Ad Hoc Review:

Verify that you have permission to create reviews for your direct reports.
Determine which review template will be used.
Decide the review period and archive date, if applicable.

Create an Ad Hoc Review

Navigate to the employee's profile or review page.
Select the option to create a new Ad Hoc Review.
Enter a review title that reflects the purpose of the review.
Assign the appropriate manager or reviewer.
Select the appropriate Review Template.
Configure the review period.
Specify the archive date, if required.
Save the review.

The Ad Hoc Review is created and becomes available for completion.

Complete the Review

Once the review has been created, managers can:

Score competencies and goals.
Add comments.
Document employee performance.
Complete any required approval steps according to the organization's review workflow.

Common Uses for Ad Hoc Reviews

Organizations commonly use Ad Hoc Reviews for:

Performance Improvement Plans (PIPs)
30-, 60-, or 90-day reviews
Promotion evaluations
Probationary reviews
Off-cycle performance discussions
Corrective action documentation

Summary

Ad Hoc Reviews provide managers with a flexible way to document employee performance outside of scheduled review cycles. They can be customized for a variety of business needs while following the same review and approval process as standard performance reviews.