Rival Help CenterWorkflow

Employee Profile

The Employee Profile page displays all information about an employee. Access it by clicking an employee's name from the Employees list, Dashboard Summary, or any task list.

The profile is organized into tabs:

TabDescription
ProfileEmployee details, custom fields, teams, assignment categories, and key properties.
EventsEvents launched for this employee, with status and task progress.
I-9Form I-9 and E-Verify status (U.S. only).
FormsForms assigned to or completed by this employee.
DocumentsDocuments uploaded for or by this employee.
ConversationsSMS message history (requires Twilio enrollment).

Good to know

  • The tabs visible to you depend on your team privileges and the modules enabled for your organization.
  • To add a new employee and populate their profile, see Employee information sections.