Bulk Action

Bulk Action allows you to review and approve multiple employee forms from a single dashboard — saving time compared to reviewing forms one at a time.

Best for: High-volume form reviews (for example, onboarding documents for batch hires). For the best experience, use Smart Forms with Bulk Action.

Where to find it

1. Go to Dashboard Summary.
2. Select the Bulk Action tab.
3. Choose the Event and Form you want to review.

How to use it

1. Select forms to review

Choose the event and form type to load all forms ready for review. If you don't see your form, try searching by name.

2. Preview each form

Click the Preview icon (eye icon) to review form details before taking action.

Note: In default configuration, you must preview forms before approving or returning them.

3. Approve or return

• Approve: Approve individually, or select multiple forms to approve at once.
• Return: Send a form back to the previous step in the workflow if updates are needed.

4. Completion

• Approved forms are automatically completed.
• The system records who approved the form and when.

Good to know

• You review one form type at a time.
• Forms with Custom Profile Fields appear in the Bulk Action tab automatically.
• Returned forms go back to the previous step and will not reappear in Bulk Action.
• Approved forms remain visible based on system settings (default 30 days).

Setup requirements

Note: Bulk Action must be enabled by your CSM. Contact your CSM or Rival Support to request access.

Once Bulk Action is enabled for your organization:

1. Assign the Bulk Approve Forms privilege to the appropriate teams in Administration > Teams.
2. Ensure form review tasks are configured with the Bulk Approval option.