What to Review Before Launching Perform

Upon completion of Implementation with Mitratech’s Trakstar Perform, there are a few things to review prior to launching the system with your team.

Review Your Schedule

The schedule you set up during implementation may need to be adjusted. Check to ensure that your timing is correct by navigating to Processes > Edit > Schedule.

As a reminder, the date set under Schedule is the final date by which the evaluation is due. This means that employees have completed their Self-Reviews, Managers have completed the Manager review, all relevant approvers have viewed and approved the review, and the Manager and direct report have had a one-on-one conversation. You can adjust the due dates for employees, Managers, and 360-Rates (if applicable) by changing the Deadlines.

Check Your Forms

Below is a checklist of Best Practices to review with your forms.

Have you checked the language of all Competencies, if using them?
Have you added all Competencies and Questions into Sections, and ensured that the relevant raters are checked off within Sections?
Have you added all Sections to Positions and ensured each Section is appropriately weighted?
Have you assigned all Positions to employees?

If the answer is “Yes” to all of these, then your site is ready to go! If you are unsure of how to do any of the following, or answered “No,” please feel free to reach out to Support for additional guidance.

Edit Notifications

Under Settings > Notifications, you will find a list of all email notifications that will be sent out to users with the cadence of your review cycle.

You can change the signature, as well as edit any of the content in the messages to better align with your organization. You can also toggle off any email notifications you do not want to go out. It is recommended you check the following notifications, especially if you all are utilizing Single-Sign On.

Reminder for Manager to score review
Reminder for Employee to score review
Admin sends welcome email

If you are using SSO, you can use the language below in your Welcome email.

Hello {{recipient_first_name}},

Your Trakstar Perform account has been created or updated. Single Sign-On (SSO) has been enabled for your account.

Follow this link to get started now - you’ll enter ‘COMPANY NAME’ and then choose “Click here to log in with your SSO provider”:

Thanks,

Your HR Team

Pro Tip: It is recommended to put your Company Name in the Email Notifications From field so your employees know the message is coming from your Perform instance.

Train Your Team

There are a variety of resources available to help train your team, including guides and On-Demand eLearning courses, hosted on Mitratech’s Trakstar Learn.

[EMPLOYEE GUIDE]
[MANAGER GUIDE]
[EMPLOYEE VIDEO WALKTHROUGH]
[MANAGER VIDEO WALKTHROUGH]
[LINK TO EMPLOYEE TRAINING COURSE]
[LINK TO MANAGER TRAINING COURSE]

Your team can also self-enroll in these training courses. You can include links to these courses on the Welcome Message for your employees and Managers.

If you have a unique setup but would still like to utilize eLearning courses, reach out to our Support team. If you would like to bulk-enroll your team in our training courses, Support will also be able to assist you with this.