Rival Help Center
Perform
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Contents
Perform Basics
Welcome to Perform
Sign in and navigate Perform
Dashboard
ROSI
Privacy, security, and data use
Profile, language, and personal settings
Reporting & Analytics
Feedback module
Feedback
Feedback overview
Give feedback to another employee
Request feedback from another employee
Respond to a feedback request
View feedback received from another employee
View feedback given to another employee
Add comments to feedback given or received
Edit feedback comments
Delete feedback given or received
Translate feedback into your preferred language
Journal
Journal
Journal
General journal rules
Create a self journal
View your journal
Edit your journal
Create a manager journal about a team member
View a manager journal about a team member
View a journal about a team member
My Team page and manager tasks
View feedback statistics for team members
View feedback a team member has given or received
Request feedback about a team member
Generate and download a User Feedback Report
Monitoring feedback
Feedback dashboard
Turn off feedback for non-managers
Restrict manager feedback to direct reports and downline employees
Notify manager when team member gives or receives feedback
View the number of employees who have given feedback
View employees who have given feedback
View employees who have received feedback
View the number of employees who have not given feedback
View employees who have not given feedback
View employees who have not received feedback
Export feedback
Delete employee feedback
View feedback details (including content, comments)
Use sentiment analysis to better understand feedback
Check-in module
Check-in module overview
Dashboard
Check-in
Check-in overview
Check-in home page
Check-in wizard
Initiate (request) a check-in with your manager
Respond to a check-in request from your manager
Delete a check-in
Acknowledge check-in meeting occurred
My Team page and manager tasks
My Team page
View check-in statistics for team members
Initiate (request) a check-in with a team member
Respond to a team member's check-in request
View details of a team member's in-progress check-in
Delete a team member's in-progress check-in
Monitoring check-ins
Check-ins dashboard
Turn off schedule meeting option
View the number of check-ins for an employee during a time period
View employees with completed check-ins
View employees with no completed check-ins
View an employee's check-in
Delete an employee's check-in
Export check-ins
Send check-in reminder
Expectations module
Expectations
Expectations
Print expectations list
Create an expectation for yourself
Edit an expectation
Mark an expectation complete
Set a completed expectation to current
Delete an expectation that you created
Restore an expectation that you deleted
View expectation history
My Team page and manager tasks
Determine if team members have set expectations
Request that a team member set expectations
Set expectations for team member
View a team member's completed or in-progress expectations
Edit a team member's expectation
Review and comment on a team member's expectations
View expectation history for a team member
Monitoring expectations
Expectations dashboard
View the number of employees with expectations
View employees with expectations
View the number of employees without expectations
View employees without expectations
View expectation details
View text of an employee's expectations
Delete an employee's expectation
Export expectations
Export expectations count list
Send expectation reminders
Reviews module
Reviews module overview
Using this module
Working with reviews (employees)
Dashboard
Review Form page
Write your self review
Decline to write your self review
Print your self review
Print your review (with manager responses)
Sign off on your review
View a list of your reviews
View an in-progress self review
Write a review as a key reviewer
Decline to write a review as a key reviewer
View a list of reviews you wrote as key reviewer
Working with reviews (managers)
Write a review for a direct report (team member)
Request a direct report to rewrite review
Add a key reviewer to a review
Remove a key reviewer from a review
Manage key reviewers
Opt out of selecting key reviewer
Reset a key reviewer's review
View a team member's key review
View a team member's key review anonymously
Translate review into your preferred language
Approve an employee review
Disapprove an employee review and send back
Schedule a review meeting
Share a review with a team member
Sign off on a direct report's review
View a team member's (direct report) reviews
View a down-level team member's reviews
Print a team member's review
View progress/status for your team members' reviews
ROSI Review Writer
Working with the review process
Review
Review Processes page
View a list of review processes
Creating a review process
Review Process Setup wizard
Create a review process
Auto launch reviews
Create an auto launch review process
Changing a review process
Edit a review process
Unlock a review process
Delete a review process
Archive a review process
Restore an archived review process
Launch a review process
Resume review process after calibration pause
Set naming convention for exported review PDFs
Exporting reviews
Export the reviews in a review process to a CSV file
Export reviews from multiple review processes to a CSV file
Export the reviews in a review process to PDF
Filter launched reviews and export to PDF
Export reviews from multiple review processes to PDF
Export review step details to a CSV file
Export launched reviews to a CSV file
HR approvers
Assign a data rule to an HR approver
Remove a data rule from an HR approver
Grant HR approvers permission for Quick view
Monitoring reviews
Review dashboard
View status of reviews
View progress of reviews in the review workflow
View the contents of an in-progress review
Delete a reviewee from a review process
Reset a review to a prior step
Send reminder email to complete step
Send reminder email to key reviewers
Close a review
Reopen a closed review
Deleting launched reviews
Delete a launched review
Restore a deleted review
Goals module
Goals module overview
Goals
Dashboard
Working with goals (employees)
Goals page
View your current goals
View your completed goals
View your deleted goals
Print goals list
View a goal's history
Create New Goal page
Goal Detail page
Create a goal
Edit an approved goal
Add comments to a goal
View a goal's comments
Indicate your progress on a goal
Mark a goal as completed
Copy a goal
Reopen a completed goal
Delete a goal (employee)
Restore a deleted goal
Working with goals (managers)
View a team member's goals
Approve a team member's goal
Decline a team member's goal
Delete a team member's goal
Restore a team member's goal
Create a team goal
Delete a team goal
Restore a team goal
Monitor team member goals in one place
Perform actions on team member goals in one place
Export team goal data
Administration
Creating and maintaining goal periods
Goal period
Goal Periods page
Goal Period Details page
Create a goal period
Link a goal to corporate objectives
Edit a goal period
Delete a goal period
Export goal data
Monitoring goals
Goals dashboard
View number of employee-created goals for a goal period
View number of manager-assigned goals for a goal period
View goal details (including comments, history)
Send reminder to complete overdue goal
Send reminder to set goal
Export a goal count list
Export goal details
Engage module
Engage overview
Features
Engage vs Feedback
Working with Engage feedback
Give Engage feedback to another employee
Request Engage feedback from another employee
View Engage feedback received
View Engage feedback given
Add comments to Engage feedback given or received
Edit Engage feedback comments
Delete Engage feedback given or received
Translate Engage feedback into your preferred language
Monitoring Engage feedback
Engage dashboard
View employees who requested Engage feedback
View employees who received unsolicited Engage feedback
View Engage feedback details (including content, comments)
Delete Engage feedback
Export Engage feedback
Administration
Succession Planning
Succession Planning module overview
Features
Succession Planning roles
Key terms
Talent profile
Talent profile
Enable the willing to relocate question on talent profile
Enable the ask where to relocate question on talent profile
Enable manager-entered metrics on talent profile
Customize talent profile rating scale labels
View your talent profile
Complete your talent profile
View a team member's talent profile
Select talent metrics for a team member or downline employee
Complete a manager-only talent profile for a team member
Succession planning forms
Succession planning form templates
Creating forms using eForm Builder
eForm Builder
eForm Builder elements
eForm element properties
Create a new talent profile form template
Create a new manager-only talent profile form template
Publish a talent profile form template
Publish a manager-only talent profile form template
Maintaining form templates
Edit a talent profile form template
Edit a manager-only talent profile form template
Delete a talent profile form template
Delete a manager-only talent profile form template
Enable a talent profile form template
Enable a manager-only talent profile form template
Disable a talent profile form template
Disable a manager-only talent profile form template
Restart a talent profile form template
Restart a manager-only talent profile form template
Customizing labels
Customize labels for manager-only talent metrics
Customize labels for succession plans
Talent card
Talent card
Enable 9-Box color for image on talent card
Add indicator icons to appear on talent card
Edit an indicator icon
Delete an indicator icon
View an employee's talent card
Select an indicator icon on an employee's talent card
Talent pools
Talent pool
Create a talent pool
Edit a talent pool
9-Box
9-Box
Configure x and y axis on a 9-Box
Switch the axis on a 9-Box
Configure the text of a 9-Box
Configure the color of a 9-Box
Configure the text color of a 9-Box
Create a 9-Box for a talent pool
Export 9-Box data
Export a 9-Box to Microsoft PowerPoint
Succession plans
Succession plan
Create a succession plan
Edit a succession plan
Export succession plan data
Export a succession plan to Microsoft PowerPoint
Form Templates
Form template
Form Templates page
View available form templates
eForm Builder
eForm Builder elements
eForm element properties
Creating a form template
Create a feedback form template
Create a manager requested feedback form template
Create a manager requested feedback form template (with ratings)
Create a new version of a user-defined feedback form
Create an expectations form template
Create a new version of a user-defined expectations form
Create a review form template
Create an Engage feedback form template
Create a new version of an Engage feedback form
Maintaining form templates
Edit a feedback form template
Edit a manager requested feedback form template
Edit an expectations form template
Edit an Engage feedback form template
Delete a feedback form template
Delete a manager requested feedback form template
Delete an expectations form template
Delete an Engage feedback form template
Copy an Engage form template
Preview an Engage feedback form template
Disable a feedback form template
Disable a manager requested feedback form template
Disable an expectations form template
Disable an Engage feedback form template
Enable a feedback form template
Enable a manager requested feedback form template
Enable an expectations form template
Enable an Engage feedback form template
Translate a feedback form template
Translate a manager requested feedback form template
Translate an expectations form template
Archive a feedback form template
Archive a manager requested feedback form template
Archive an expectations form template
Archive an Engage feedback form template
Restore an archived feedback form template
Restore an archived manager requested feedback form template
Restore an archived expectations form template
Restore an Engage feedback form template
Edit a review form template
Preview a review form
Print a review form
Copy a review form template
Archive a review form template
Restore an archived review form template
Delete a review form template
Appearance and customization
Custom logo and colors
Upload a custom header logo
Upload a custom reports logo
Revert to default Rival header logo
Revert to default Rival report logo
Change header background color
Change icon colors
Change mouseover icon colors
Change navigation background color
Change navigation text color
Change background body text
Email
Email templates
Reminder email templates
Enable (turn on) an email notification
Disable (turn off) an email notification
Edit (customize) an email template
Revert (reset) email template to system default
Set from email address and display name
Generate and download an email log
Languages (Localization)
Set default system language
Disable a language
Set your own preferred language
System text customization
Customize system text
Profile Setup
Turn on profile image settings
Turn on document upload to profile setting
Sidebar content
Customize sidebar content
Rating scales
Create a rating scale
Edit a rating scale
Delete a rating scale
Translate a rating scale
System management
Enable an app
Disable an app
Make a user a system administrator
Remove a user as a system administrator
Make a user an HR administrator
Remove a user as an HR administrator
Make a user an HR approver
Remove a user as an HR approver
View information about users
Export (download) employee data
Generate and download an HR Relationship Report
Act as a proxy for another user (Administrator proxy)
Allow an HR administrator to proxy as direct manager or higher
Generate and download a Proxy Report
View a user's feedback, expectations, and more
Import reviews
Create a data rule
Copy a data rule
Delete an unassigned data rule
Troubleshoot a data rule error
Assign a data rule to an HR administrator
Remove a data rule from an HR administrator
Downloads
Download an exported review process
Support & Resources
Release notes
Help Center
Perform
Reviews module
Working with the review process
View a list of review processes
From the navigation bar, click
Administration
.From the Settings page under App Setup and Dashboards, click
Reviews
. The
Review Processes page
opens. The review processes are shown.