Workflow: Trakstar Perform to Trakstar Learn

The Trakstar Perform to Trakstar Learn workflow allows managers to assign Learn courses directly from Trakstar Perform by creating Training Measurements. This makes it easy to connect employee learning with performance goals, career development, or performance improvement plans.

How the Workflow Works

Once the integration is enabled:

• Managers can assign Trakstar Learn courses from within Trakstar Perform.
• Assigned courses become Training Measurements in the employee's review.
• Managers can monitor course progress alongside other performance measurements.

Before You Begin

To enable the workflow:

1. Contact perform@trakstar.com to request the integration.
2. The Trakstar team will enable the connection for your account.

Verify User Email Addresses

Before the integration is enabled, confirm that each employee's and manager's email address is identical in both Trakstar Perform and Trakstar Learn.

If the email addresses do not match:

• Training Measurements will not be available.
• Managers will only see the option to create Custom Measurements.

It is recommended that you audit users in both systems before requesting the integration.

Assign Learn Courses Using Training Measurements

After the Trakstar Perform and Trakstar Learn workflow has been enabled, managers can assign Learn courses directly from employee reviews using Training Measurements.

Create a Training Measurement

1. Open the employee's review in Trakstar Perform.
2. Add a new measurement.
3. From the Measurement Type dropdown, select Training Measurement.

Note: You can also select Custom Measurement to create a traditional performance measurement that is not linked to a Learn course.

4. From the Course Assignment dropdown, select a course from your Trakstar Learn library.

5. The selected course title and description automatically populate the Measurement Title and Measurement Description fields.

6. Click Save.
7. When prompted, confirm the course enrollment by clicking Save again.

The employee is enrolled in the selected Learn course, and the Training Measurement is associated with their review.

Additional Information

• Training Measurements can be cascaded to assign the same course to multiple employees.
• Deleting a Training Measurement removes it only from the employee's review. If the employee should also be unenrolled from the course, you must remove them from the course in Trakstar Learn.

Troubleshooting

If you receive an error while assigning a course, check the following:

Email Addresses Do Not Match

The employee's email address must be the same in both Trakstar Perform and Trakstar Learn.

If multiple email addresses exist for a user, verify that the correct address is stored in both systems.

The Course Does Not Contain Any Modules

Only courses that contain at least one module can be assigned as Training Measurements.

If the course has not yet been built, add one or more modules before attempting to assign it.

If neither of these steps resolves the issue, contact the Trakstar Support team for assistance.