Rival Help CenterPerform

Edit a manager-only talent profile form template

  • You can only edit an unpublished form.
  • To edit a published form, you must create a new version, make edits, and then save and publish.
  1. From the navigation bar, click Administration.From the Settings page under Succession Planning Settings & Customization, click Succession Plans. The Succession Planning Forms page opens.
  2. Beside the manager-only talent profile form template, click vertical three-dot menu icon and then click Edit.
  3. Make changes using eForm Builder.
  4. Click Save. This edited version is saved as a draft.

    Tip: When you are ready for everyone to use it, publish it (click vertical three-dot menu icon>Publish).