Welcome to Workflow
Rival Workflow helps organizations manage onboarding and other employee life-cycle processes using configurable events, tasks, and forms.
Workflow is commonly used for processes such as onboarding, offboarding, transfers, promotions, and leaves of absence. Depending on your role, you may complete tasks, review and approve steps, or configure workflows for your organization.
This Help Center is organized around how Workflow works in the product, with guidance for everyday tasks, setup, and administration.
Featured capabilities
Explore some of Workflow’s most valuable capabilities, including AI-powered assistance, improved task and forms experiences, and tools that help teams manage work more efficiently.
Use ROSI to answer HR questions and surface employee data based on your access and permissions.
Give employees guided, self-service access to answers and workflow-related information through ROSI.
Use ROSI to accelerate form creation and updates, reducing manual effort in form design and maintenance.
Build employee journeys in minutes with AI. Describe what you need and ROSI generates the full task structure, timelines, and dependencies.
Deliver a personalized, guided experience to employees throughout onboarding, offboarding, and other lifecycle events.
Manage Tasks - New Task Details Experience
Manage task configuration in a more streamlined experience with clearer layout, improved visibility, and easier navigation.
Monitor workflow activity from a centralized dashboard designed to support day-to-day visibility and action.
Using this Help Center
Browse the navigation by topic area to find task-based guidance, feature details, and setup information across Workflow.
For sign-in, profile, or access questions, see Sign In & Access.
If enabled for your organization, ROSI in Workflow can also help you find features, answer product questions, and open relevant Help Center content.
NOTE: ROSI availability and capabilities depend on your organization’s settings. Some AI-powered features may be disabled by default.
Start here
View and manage workflow activity from a centralized dashboard, including tasks, forms, and event progress.
Journeys (Events) & Forms in Workflow
Manage employee lifecycle processes and the forms that support them, including onboarding, offboarding, and other events.
Complete assigned steps, review work, and track progress across workflow activities.
Monitor workflow performance, task completion, and event progress using built-in reports and analytics.
Configure system settings, manage user roles, and control access across your organization.